Addepar is a data aggregation and portfolio reporting platform for registered investment advisors and wealth managers. See its features, pricing, pros, cons…
Addepar is a cloud-based wealth management platform founded in 2009 and headquartered in Mountain View, California, with additional offices in New York, London, Pune, and Dubai. It specializes in aggregating and analyzing investment portfolio data for financial professionals.
The platform serves registered investment advisors, family offices, private banks, and other wealth management firms that need a unified view of client portfolios spanning multiple custodians and both public and alternative asset classes.
Addepar has grown to roughly 1,400 employees and reports that its platform powers reporting on more than 9 trillion dollars in assets across over 1,400 clients in more than 60 countries.
Addepar aggregates data from disparate custodians and account structures into a single system of record, giving advisors a consolidated view of complex, multi-account client portfolios.
The platform supports analytics and reporting across both public securities and harder-to-value alternative investments such as private equity, real estate, and hedge funds.
Addepar provides tools for performance measurement, exposure and risk analysis, client-facing reporting, and integrations with other systems used by wealth management firms.
Addepar's revenue model is subscription-based, with pricing typically tiered according to the total assets under management on the platform and the number of user licenses a firm requires.
Additional professional services fees generally apply for onboarding, data migration, and customization work when a firm implements the platform.
Addepar does not publish public pricing, so firms must contact the company directly to receive a custom quote based on their asset base and specific needs.
Addepar is used by registered investment advisors, family offices, and private banks to aggregate, analyze, and report on complex, multi-custodian investment portfolios spanning public and alternative assets.
Addepar does not publish fixed pricing. Fees are typically tiered based on assets under management and user licenses, with additional professional services costs, and require contacting the company directly for a quote.
Addepar was founded in 2009 by Joseph Lonsdale, Jason Mirra, and Brittney Mickel.
Addepar is headquartered in Mountain View, California, with additional offices in New York, London, Pune, India, and Dubai.
Addepar reports that its platform powers reporting on more than 9 trillion dollars in assets across more than 1,400 clients in over 60 countries.
Yes. Addepar provides analytics for harder-to-value alternative investments such as private equity, real estate, and hedge funds, alongside public securities.
No. Addepar is built for wealth management professionals such as registered investment advisors and family offices, not for direct use by individual retail investors.