A platform built to simplify complexity. Addepar empowers investment professionals across the globe with data, insights and cutting-edge technology.

Addepar, Inc. is a cloud based American wealth management software platform for RIAs (registered investment advisors) specializing in data aggregation, analytics, and portfolio reporting. [3]

Addepar is a global technology and data company that helps investment professionals provide the most informed, precise guidance for their clients. Hundreds of thousands of users have entrusted...

Addepar is a global technology and data company that helps investment professionals provide the most informed, precise guidance for their clients. Hundreds of thousands of users have entrusted Addepar …

May 13, 2025 · Addepar is a global technology and data company that helps investment professionals provide the most informed, precise guidance for their clients. Hundreds of thousands of users have …

Addepar is a software and data platform that is purpose-built for professional wealth, investment and asset management firms to deliver outstanding results for their clients.

Addepar is an open architecture, multi-product tech and data platform that delivers wealth managers rich data aggregation with maximum flexibility and scalability so that you can do what you do best — …

May 22, 2025 · NEW YORK CITY — Fresh off a $230m capital raise, RIA portfolio management platform Addepar is looking to seize the moment.

We provide wealth managers with real-time portfolio reporting and insights required to make and implement better investment decisions. By helping people achieve the best possible outcomes, we …

Jul 22, 2024 · Addepar is a cloud-based wealth management platform that consolidates complex financial data for advanced portfolio analysis and reporting. Best for wealth managers and family …