Addepar Email & Phone number of top level executives

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Addepar

Software & Apps

Addepar is a financial software company based in the United States that provides wealth management solutions to investors, advisors, and family offices. Founded in 2009, Addepar's cloud-based platform allows its clients to view and analyze their entire portfolio in one place, providing accurate and timely reporting on performance, risk, and compliance. The company's technology integrates various data sources, including custodians, investment managers, and accounting systems, and provides customizable reporting and analytics. Addepar is known for its commitment to data privacy, security, and transparency and has been trusted by some of the world's largest financial institutions, including Morgan Stanley and JPMorgan Chase.