What is Addepar? Addepar Review, Features

Addepar focuses on providing data analysis and system software services to wealth management companies.

About Addepar

Addepar was founded in 2009 and is headquartered in California, USA. It has more than 600 full-time employees and offices in Mountain View, New York City, Salt Lake City, London, Edinburgh, and Chicago. The company's business is positioned in financial technology and data technology. Its main business is to provide a comprehensive software platform for financial management data management and reporting for wealth management institutions such as family offices, wealth advisors, large financial institutions, and buy-side fund companies.

Originally founded to meet the complex needs of single family offices, Addepar today serves hundreds of clients and thousands of wealth managers in more than 25 markets around the world, including family offices, independent advisors, private banks and brokers, funds, and asset managers.

Addepar's functional services

1. Regional Integration Arrangements

Addepar's RIA platform allows you to spend your time on what matters most: investing in client relationships.

2. Family Office

Ultra-high net worth families invest well. We are here to help you meet their unique needs.

3. Private Banking

Customer expectations are rising at an unprecedented rate. Addepar delivers a personalized experience that can be turned into a competitive advantage.

4. For broker-dealers

Businesses constrained by legacy systems lack the agility to adapt to new challenges and meet rising customer expectations. Addepar helps you modernize your technology and unlock growth.