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Addepar

Addepar is a global technology and data company that helps investment professionals provide the most informed, precise guidance for their clients. Hundreds of thousands of users have entrusted Addepar to empower smarter investment decisions and better advice over the last decade. With client presence in more than 50 countries, Addepar's platform aggregates portfolio, market and client data for over $8 trillion in assets. Addepar's open platform integrates with more than 100 software, data and services partners to deliver a complete solution for a wide range of firms and use cases.
Content from this contributor
Investment Management
How are firms using AI to stay ahead of competitors?
AI is delivering clearer insights, quicker answers, and more meaningful client interactions.
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Financial Advice
New tech vital to multigenerational money movement
What are future generations’ expectations when it comes to wealth management?
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Investment Management
Humans still matter in an AI‑driven financial world
The real risk isn’t AI making mistakes – it’s removing humans from the process.
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