Our team consists of highly skilled professionals who are dedicated to staying at the forefront of industry trends, continually expanding our knowledge to serve our clients better.
We believe in open and clear communication, maintaining the highest standards of honesty and authenticity while fostering transparency and accountability in our interactions.
Addepar empowers investors and advisors to navigate the increasingly complex world of investment management.
Addepar features data aggregation and reconciliation, portfolio analysis, a client-centric reporting experience, integrations and API. Hundreds of single and multi-family offices, wealth advisors, large financial institutions, endowments, and foundations manage $2 trillion of assets on the Addepar platform.