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  1. Addepar - Investment Portfolio Management Platform | Asset …

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

  2. Addepar - Wikipedia

    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]

  3. Addepar - LinkedIn

    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...

  4. Addepar Raises $230 Million at $3.25 Billion Valuation in Series G ...

    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 …

  5. The Addepar Platform - Advisor Services

    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 …

  6. Addepar Rolls Out New Alternatives Management Features

    Feb 19, 2025 · Addepar, the technology platform provider to RIAs and wealth managers, announced this week the launch of several new toolsets and features, including Alts Data Management, Private Fund...

  7. Wealth Management Software | Portfolio Reporting Solution - Addepar

    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 — …

  8. Addepar: boosting capital’s positive impact - Private Banker ...

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

  9. Addepar Launches Powerful Trading Solution, Intuitive Dashboards, …

    Sep 24, 2024 · 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 …

  10. Company Information and History | Addepar

    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 …