Addepar
Addepar is a multi-product software and data platform managing $6 trillion in assets across 45+ markets, supporting over 1,000 leading firms globally.
Addepar Services
Addepar provides a multi-product software and data platform tailored for managing complex investment portfolios. The platform serves wealth managers, family offices, private banks, broker-dealers, and institutions by offering integrated solutions for portfolio trading and rebalancing, scenario modeling and forecasting, and streamlined billing. Addepar's platform aggregates all financial accounts and investments to provide a consolidated view of clients' wealth. Additional services include flexible reporting tools for customized, branded reporting and a robust API toolkit for seamless integration with proprietary and third-party systems.
Addepar Founders
Detailed information regarding the founders of Addepar is not provided in the facts.
Addepar Products
Addepar's products are designed to support complex investment portfolios through various features. These products include a portfolio trading and rebalancing module, scenario modeling and forecasting tools, and a streamlined billing system. The platform supports complex ownership structures and multi-currency scenarios, and offers a visual ownership map for managing portfolios. The billing module automatically tracks and reconciles fees. Addepar also provides direct data feeds to various sources, ensuring high-quality data, and delivers comprehensive security measures to ensure data confidentiality, integrity, and privacy.
Addepar Global Operations
With an extensive presence in the financial technology sector, Addepar operates globally, managing $6 trillion in assets across more than 45 markets worldwide. The company supports over 1,000 leading firms and has hundreds of thousands of users. Addepar's offices are located in Mountain View, New York City, Salt Lake City, London, Edinburgh, Dublin, Chicago, and Pune.
Addepar Partnerships and Collaborations
Addepar has established partnerships with several key organizations to enhance its platform's capabilities. Notable partnerships include integrations with Asset-Map, Orca, and WealthHub. Additionally, Addepar's research team collaborates with Stanford’s Research Initiative on Long-Term Investing. The company has received recognition on the Forbes Fintech 50 list for nine consecutive years, highlighting its significance and influence in the fintech industry.