Addepar
Addepar, founded in 2009, provides a wealth management platform that aggregates financial data so advisers, family offices and institutions can see and analyse client portfolios in real time.
Addepar is a financial technology company founded in 2009 that builds a wealth management data platform. The platform aggregates data from across the financial world to give wealth managers, family offices and institutions a complete, real-time picture of clients' portfolios and performance, supporting portfolio reporting, analytics and investment decisions. Nearly $9 trillion in assets sit on the platform, which is used by over 1,400 firms globally.
The company's technical work centres on financial data aggregation and integration, portfolio reporting and analytics, and the modernisation of legacy systems within financial firms. Addepar was founded to challenge fragmented data and ageing infrastructure in wealth management, and describes its platform as a means of giving end investors transparency over what they own and how it performs.
Addepar employs more than 1,200 people across eight offices worldwide. It operates in the wealth management, financial services, family office and institutional investing verticals, and states a mission of bringing transparency, technology and people together to help investment professionals deliver better client outcomes.