Addepar

Addepar is a cloud-based investment management platform designed to help wealth managers for UHNW individuals. It includes data aggregation, analysis, and reporting to provide wealth managers with a unified and granular view of their clients' entire balance sheets. It equips financial advisors with tools for detailed investment insights and portfolio customization, supporting a data-driven approach with a focus on scalability and data security. As of 2024, its clients include prominent companies such as Morgan Stanley, AllianceBernstein, and London & Capital.