Addepar
About Company
“Empowering investment professionals with data, insights, and cutting-edge technology for smarter decisions.”
Addepar is a multi-product software and data platform designed for complex investment portfolios, serving wealth managers, family offices, private banks, broker-dealers, and institutions globally. The platform, with over $5 trillion in assets managed and 100,000+ users, provides integrated solutions for portfolio trading, rebalancing, scenario modeling, forecasting, and streamlined billing. Addepar aims to empower investment professionals with data, insights, and cutting-edge technology to make smarter investment decisions and drive greater outcomes for the portfolios in their care. The company is headquartered in Mountain View, California, and was founded in 2009.
