Transform complex investment management workflows into intuitive, scalable experiences. From raw data to informed investment decisions, Addepar makes it easy.
That's easy with Addepar
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 managed
on Addepar
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
Resources
Workflows, made easier
