Verified fintech
Addepar
- Headquarters
- Mountain View, CA
- Website
- addepar.com
- Category
- Wealth & investing
About
Addepar is a wealth management technology platform used by registered investment advisors, family offices and financial institutions. It aggregates accounts and market data into a unified view of client portfolios, then supports analysis, reporting and, more recently, trading and rebalancing. The platform is aimed at advisors serving high and ultra-high-net-worth clients.
Verified listing — website, HQ and category checked before listing. Confirms the facts, not a rating or endorsement.