A global technology and data platform empowering investment professionals with insights and tools.
About
Addepar provides a cloud-based wealth management platform for RIAs, family offices, private banks, and institutions. It specializes in data aggregation, analytics, and portfolio reporting, offering a unified view of complex portfolios, including alternative assets. The platform aims to enable informed, data-driven investment decisions.
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Frequently Asked Questions
What does Addepar do?
Addepar provides a cloud-based wealth management platform for RIAs, family offices, private banks, and institutions. It specializes in data aggregation, analytics, and portfolio reporting, offering a unified view of complex portfolios, including alternative assets. The platform aims to enable informed, data-driven investment decisions.
How much funding has Addepar raised?
Addepar has raised a total of $412M in funding. The most recent round on record is Series G.
Where is Addepar headquartered?
Addepar is headquartered in New York City, United States.
When was Addepar founded?
Addepar was founded in 2009.
What industry does Addepar operate in?
Addepar operates in Fintech, SaaS, Wealth Management, Investment Management, WealthTech.