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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.
Addepar is a combined oms/pms platforms product from Addepar. Multi-asset portfolio management, aggregation and reporting platform used by family offices, wealth managers and institutional allocators. It is also listed under portfolio monitoring, client reporting, performance and attribution and data management. Buyside Fintech verified that Addepar lists this product on the vendor's own website on 2026-10-11, and the page we read is linked below. We do not record how it is deployed, how it is priced, what it costs and the firm sizes it serves for this product, because Addepar does not publish it; the table below shows those rows empty rather than hiding them. Practitioner reviews and questions about Addepar appear below, and anyone at a firm that uses it can add one.
What practitioners say
Questions and notes
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.