Addepar

Addepar is a global data and AI platform helping investment professionals turn complexity into clarity.

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Industry: Software Development
Company size: 1,476 people
Headquarters: New York, New York +6 more
Founded: 2009
Type: Privately Held
Total funding: $761.4M

Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows. More than 1,500 firms in 60 countries use Addepar to manage and advise on $9 trillion in assets. Its open platform integrates with 700 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and levels of complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva, São Paulo and Singapore.

Wealth Management Software SaaS FinTech Analytics Financial Services

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