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Addepar
Addepar is a wealth management platform that specializes in data aggregation, analytics, and reporting for family offices, advisors, and large financial institutions.
Email: info@addepar.com
Phone: +1 855 464 6268
Web: https://addepar.com/
products
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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.
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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.