Addepar is a wealth management platform that provides investment professionals with the tools required to manage complex global portfolios.  At Addepar’s core is a data aggregation framework that directly integrates with both internal systems and external institutions. The platform supports robust analysis and reporting with a focus on flexibility, accuracy and security. An integrated set of firm management tools prevents errors and drives efficiency by automating manual workflows. With offices in Silicon Valley, New York and Chicago, Addepar works with more than 100 single and multi-family offices, wealth advisors, large financial institutions, endowments and foundations representing more than $300 billion in assets under management.

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