Addepar

Addepar is a wealth management technology platform that aggregates investment portfolio data from any custodian or asset type and provides AI-enhanced analytics and reporting for financial advisors, family offices, and wealth management firms. Its data aggregation covers public markets, private equity, real estate, and alternative assets, providing a complete portfolio view that spreadsheet-based reporting can't achieve. RIAs, multi-family offices, wealth management firms, and institutional investors use Addepar to consolidate reporting across complex portfolios with diverse asset types and custodians. The AI analytics features identify portfolio trends, generate client-ready performance reports, and provide scenario modeling for wealth planning. Reporting that previously took days can be delivered to clients in hours. Addepar's strength in handling complex, multi-asset class portfolios with alternative investments differentiates it from tools designed primarily for public market securities. For family offices and high-net-worth advisors managing portfolios that include private equity, real estate, and other illiquid assets, this breadth of data aggregation is essential.