Addepar
addepar.comLocations
Mountain View, CA, USA · United States
Size
201-1000 employees
founded in
2009
Computer software
8vc
American pacific ventures
blumberg capital
Ce innovation capital
d1 capital partners
Felix investments
ff venture capital
founders fund
group 11
Palm drive capital
panorama point partners
Signatures capital
sv angel
Sway ventures
thrive capital
valor equity partners
westcap
5. 501-1,000
Addepar is a wealth management platform for investment advisors specializing in data aggregation, analytics, and portfolio reporting. It is the financial operating system used to bring common sense and ethical, data-driven investing in the financial world. Addepar handles all types of assets in any currency, so investors and advisors have a clearer financial picture at every level, all in one place. With customizable reporting, financial managers can visualize and communicate relevant information to anyone who needs it.
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