Addepar

About Addepar

Addepar provides a data aggregation and portfolio analytics platform for investment professionals, helping wealth managers and financial advisors track and report on client assets across more than $5 trillion in aggregated portfolio data. It serves registered investment advisors, family offices, and financial institutions worldwide. Founded in 2009, Addepar is headquartered in Mountain View, California, with additional offices including Chicago, New York, and London.

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