Addepar
Don't manage your data, activate it
Addepar is a leading wealth management technology platform for connecting data, technology and people to manage wealth and achieve multigenerational family objectives.
About Addepar
Our trusted technology provides transparency into complex financial information. Family offices can make more informed decisions by applying actionable insights and relying on reporting tailored to specific needs.
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Features
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What Addepar’s clients say
“Financial Technology has changed significantly in the last 10-12 years, and Addepar is on the bleeding edge of that while others just haven't caught up. We haven't come across something we wanted that they haven't been able to deliver on.”
Brett Sharkey, Three Bridge CapitalAt a Glance
Asset Classes
Bankable or Financial Assets & Funds, Lifestyle Assets & Rare Collectibles, Private Equity & Direct Investments, Real Estate
Users
Fund manager, Independent financial or investment advisor, Multi-family office, Private bank, Private wealth owner, Single-family office
Coverage
Brazil, Canada, Switzerland, United Kingdom, United States of America
Contact
Visit WebsiteFeatured in
Family Office Software & Technology Report 2025
Locations
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