Addepar

Addepar is an investment management platform serving wealth managers, family offices, private banks, and institutions who are seeking data aggregation, analysis, visualization, reporting, and trading tools. It enables a unified and detailed view of client portfolios, empowering financial advisors and investors to manage and customize investment strategies. Though Addepar is more expensive than competitors, it offers tools to analyze and manage alternative assets, provides extensive customer support, and is investing in AI and automation to simplify customer workflows. Addepar’s core opportunities lie in international expansion, continuing to build its community and thought leadership, and investments in AI.