Addepar

Addepar is a leading provider of technology for the wealth management industry. The companys performance reporting and analytics platform aggregates portfolio, market, and client data all in one place. It provides asset owners and advisors a clearer financial picture...
Mountain View, California

303 Bryant Street

Mountain View, CA, 94041
Computer Softwa...
https://addepar.com
Privately Held
Finance Technology Data Reporting Ember Java
2009
201 - 500
Addepar is a leading provider of technology for the wealth management industry. The companys performance reporting and analytics platform aggregates portfolio, market, and client data all in one place. It provides asset owners and advisors a clearer financial picture at every level, allowing them to make more informed and timely investment decisions. Addepar works with leading financial advisors, family offices, and large financial institutions that manage over $1.3 trillion of assets on the companys platform. In 2018, Addepar was named as a Forbes Fintech 50 and received Morgan Stanley's Fintech Award for making significant impact to the firms mission of continuous innovation. Addepar is headquartered in Silicon Valley and has offices in New York City, Chicago, and Salt Lake City.