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Addepar
Ycharts
Provider Type
Technology Providers
Technology Providers
Tagline
Don't manage your data, activate it
—
Founded
2009
—
Location
United States of America
United States of America
Verified
Verified
Not verified
Categories
Consolidated ReportingData AggregationPortfolio ManagementTechnology provider
Portfolio Management
Services
Wealth Management
—
Target Segments
Multi-family officeSingle-family officeIndependent financial or investment advisor
—
Regions Served
Global
—
Client Types
SFOMFOPrivate Investment OfficeUHNW IndividualsInstitutional
—
Provider Type
Technology ProvidersTagline
Don't manage your data, activate itFounded
2009Location
United States of AmericaVerified
VerifiedCategories
Consolidated ReportingData AggregationPortfolio ManagementTechnology provider
Services
Wealth Management
Target Segments
Multi-family officeSingle-family officeIndependent financial or investment advisor
Regions Served
Global
Client Types
SFOMFOPrivate Investment OfficeUHNW IndividualsInstitutional
Website
Visit WebsiteProvider Type
Technology ProvidersTagline
—Founded
—Location
United States of AmericaVerified
Not verifiedCategories
Portfolio Management
Services
—Target Segments
—Regions Served
—Client Types
—Website
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