Addepar

Addepar is a wealth management platform that specializes in data aggregation, analytics, and reporting for family offices, advisors, and large financial institutions.

Is this your company?

Email: info@addepar.com

Phone: +1 855 464 6268

Web: https://addepar.com/

products

• Addepar Investment Management Platform
  Comprehensive portfolio management with data aggregation across all asset classes, custom reporting, risk analytics, and client portal capabilities. Provides real-time portfolio visibility, performance tracking, and sophisticated investment analytics.
  
• Addepar Wealth Management Platform
  Offers analytics, reporting, and client management tools that can integrate insurance needs analysis as part of an advisor's overall strategy for managing wealth.