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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
What should executives consider before adopting AI?
Before onboarding and investing in AI, business leaders should step back and ask five key questions.
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Investment Management
How are alternatives transforming portfolios?
Why has the alternatives market grown rapidly over the last decade?
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Investment Management
New tech vital to multigenerational money movement
What are future generations’ expectations when it comes to wealth management?
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