Addepar
United States of America
Technology ProvidersAddepar 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.
Categories
Consolidated ReportingData AggregationPortfolio ManagementTechnology provider
Features
Custom ReportsFull Multi-Currency SupportCustom Development Service
Target Segments
Multi-family officeSingle-family officeIndependent financial or investment advisor
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 CapitalContact
Featured in
Family Office Software & Technology Report 2025
Locations
BrazilCanadaSwitzerlandUnited KingdomUnited States of America
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