grow and scale

Drive better outcomes with Addepar

RIAs manage nearly $2 trillion in assets with Addepar portfolio solutions. Leverage powerful tools and cutting-edge tech to save time and create better, more holistic reports for clients.


of clients produce more customized client reports with Addepar


of clients create more complete holistic reports


of clients credit Addepar with reducing client meeting prep time


of clients save time on custom reporting with Addepar


In the past aggregating a comprehensive net worth statement could take up to three days. Now with Addepar, it’s basically real-time. So in terms of servicing a client, that’s a huge upgrade. It is really powerful for us to be able to pull all that together on a very quick turnaround.”

Nick Kochanski, CFO, managing director

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.

See Addepar in action

Discover how Addepar can make a difference for you.

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