That's easy with Addepar

Transform complex investment management workflows into intuitive, scalable experiences. From raw data to informed investment decisions, Addepar makes it easy.

Built for your unique needs

Every firm is different. That’s why Addepar offers flexible solutions tailored to your size, workflows and tech stack. Whether you’re optimizing a single family office or coordinating global teams, we meet you where you are — making execution easier today and scaling with you tomorrow.

0

assets on platform

0

users in 52+ markets worldwide

0

of Addepar roles dedicated to R&D

0

direct data feeds from custodians and fund administrators

Operational efficiency has significantly improved, allowing us to focus more on strategic decision-making rather than administrative tasks. The reporting capabilities have been transformative, enabling us to provide our clients with detailed, customized reports that enhance transparency and trust. We’ve also noticed how easy it is to problem-solve, with Addepar’s intuitive platform design.

Logan Varela

Ultra Financial, Partners

I use Addepar constantly — daily. I use it to enter transactions and it takes me less than a minute per private fund transaction. It is very easy and quick. I also use it on a monthly basis for reporting and updating cash flow projections. It saves significant time, particularly when inputting a new investment. I can do that in just a few clicks now.

Tanja Michiels

Bird & Bee

That has been one of the biggest advantages compared to the previous system. Even if we introduce the Addepar platform to a new team member, it's so intuitive they can begin to use it within a day or two.

Abdul Qadir

Ruwenzori Invest

Planning with confidence

Insights, stories and strategies

Plan with confidence: How investors gain forward-looking clarity

Scaling successfully: How the Ruwenzori Invest family office upgraded its tech stack and trebled its AUM

Advisor Q&A: Paving the way for talent with top-tier tech

Workflows, made easier

Turning complexity into confidence

Clarity that builds conviction
Gain the insight, foresight, and transparency to make confident decisions—no matter how markets move.

See how

Scaling your practice, not your workload

Turn operational drag into growth
Automate data reconciliation, streamline onboarding, and focus on delivering strategic value as your firm grows.

Learn more

Managing alternatives with Addepar

The full private investment lifecycle powered by Addepar
Automate manual alts workflows and optimize liquidity with complete alts data.

Download the e-book

Connected data. Confident decisions

Confidence starts with connected data
Bring every data source together for faster insights and confident decision-making.

Learn more

Evaluate your data strategy with confidence.

A compact guide for COOs
See what matters most when evaluating solutions, from data accuracy to clear operations ROI.

Learn more