About

Addepar is a leading provider of technology for the wealth management industry. The companys performance reporting and analytics platform aggregates portfolio, market, and client data all in one place. It provides asset owners and advisors a clearer financial picture at every level, allowing them to make more informed and timely investment decisions. Addepar works with leading financial advisors, family offices, and large financial institutions that manage over $1.3 trillion of assets on the companys platform. In 2018, Addepar was named as a Forbes Fintech 50 and received Morgan Stanley's Fintech Award for making significant impact to the firms mission of continuous innovation. Addepar is headquartered in Silicon Valley and has offices in New York City, Chicago, and Salt Lake City.

Focus

PRODUCTS & SERVICES

The platform is a cloud-based system that partners with multiple data vendors and custodians to gather financial information. Its offering enables portfolio analysis and reporting from a single platform. The product caters to family offices, RIAs, foundations & endowments, global advisories, banks, financial services firms, and warehouses.

REVENUE MODEL

Addepar charges fees based on the asset size being managed by each customer.

MAIN CLIENTS

Iconiq

Three Bell

CamCapital

Cherry Creek Family Office

Harmony Capital

Litvak & Co.

Perigon Wealth Management

Ricon Advisor

Robertsons Stephens

and Silicon Valley Bank.

EXISTING PARTNERSHIPS

Perigon Wealth Management

COMMENT

Provides a seamless platform for increasing complexities of modern investment management.