Turn complex financial data into actionable intelligence
Addepar brings your firm's data, insights and workflows together in one place, helping you to serve clients better and scale with confidence.
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Everything in one place. Access complex data across custodians, entities, asset classes and jurisdictions in a single unified view.
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Scale confidently. Addepar gives your teams a platform that grows with your business, your clients and your data.
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AI-powered portfolio intelligence. Our AI assistant, Addison, delivers instant answers grounded in Addepar data, while Addepar MCP brings portfolio intelligence into the AI tools your team already uses.
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Data security. Addepar protects sensitive financial data through SOC 2 Type II and SOC 3 security compliance.