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Addepar

Made by Addepar

Multi-asset portfolio management, aggregation and reporting platform used by family offices, wealth managers and institutional allocators.

Made by
Addepar
Primary category
Combined OMS/PMS platforms
Also listed under
Portfolio monitoring, Client reporting, Performance and attribution, Data management
Built for
Not recorded
Firm size
Not recorded
Deployment
Not recorded
Pricing model
Not recorded
What it costs
Not recorded
How we verified it
Confirmed on the vendor's own site
Source
the page we read
Last checked
2026-08-29
On the vendor's site
open

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How Addepar describes itself

Addepar is a global data and AI company serving the financial services ecosystem. Powering more than 9T in assets across 1,400+ clients and 60+ countries.

Addepar’s own website, read 2026-08-30

Their words, not ours, and about the company rather than this product. It is not an assessment and nothing in it has been checked.

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