Addepar Inc.

About Addepar Inc.

Addepar provides cloud-based portfolio data aggregation, analytics and reporting technology for wealth managers, family offices, private banks and large financial institutions. The platform ingests holdings from custodians, market data feeds and alternative asset administrators, normalizes the information, and delivers real-time performance, risk and exposure insights through dashboards and customizable reports. Addepar supports complex multi-asset, multi-currency portfolios and offers APIs for integration with downstream systems, enabling advisors to deliver transparent, data-driven advice to high-net-worth clients.