Today’s technology

The platform that powers RIA growth

With cutting-edge technology and powerful tools, Addepar is built to help you achieve scalable growth.

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Enhance your business with intuitive experience and flexible tools

  • Portfolio analysis
    Timely portfolio analysis mirroring real-world ownership hierarchies
  • Reporting
    Fully-customizable reporting in minutes with support for alternative assets
  • Portal & Mobile
    Flexible and personalized client engagement through Addepar Portal and Addepar Mobile
  • Billing
    Precise and timely billing simplifies calculating and tracking firm fees

Awards and recognition

Partner with an industry leader

Addepar equips you with the right technology, data and tools to face constantly evolving challenges.