Addepar

Make smarter investment decisions and drive greater outcomes for the portfolios in your care. Addepar empowers investment professionals across the globe with data, insights and cutting-edge technology so that you can do what you do best—even better.

The world of finance is in the midst of a seismic transformation. Large pools of capital dominate global financial markets. Yet many firms are forced to rely on outdated legacy systems that can’t scale, and the most pervasive financial technology, globally, is still Excel. As a result, many asset owners are challenged to answer the most basic questions and take timely action on their investments.

Addepar was founded over a decade ago with the goal of creating a more transparent financial system. We believe that everyone should be able to understand the assets they own, where they’re invested and how they’re performing, at any given moment.

We provide wealth managers with real-time portfolio reporting and insights required to make and implement better investment decisions. By helping people achieve the best possible outcomes, we aim to get more assets flowing into more impactful investments and ideas, benefiting our society as a whole.

We're driven by our values

Act Like an Owner: Think and operate with intention, purpose and care. Own outcomes.

Build Together: Collaborate to unlock the best solutions. Deliver lasting value.

Champion Our Clients: Exceed client expectations. Our clients’ success is our success.

Drive Innovation: Be bold and unconstrained in problem solving. Transform the industry.

Embrace Learning: Engage our community to broaden our perspective. Bring a growth mindset.