Create greater transparency by centralizing the family office’s financial information in a single place.
- A complete view of all accounts and assets, no matter the asset class, legal entity or currency
- Delivered with the highest standard of security
No two family offices are alike. Whatever your strategy, Addepar helps you handle complexity efficiently — preserving family wealth for generations to come.
Create greater transparency by centralizing the family office’s financial information in a single place.
Instantly analyze and visualize portfolio data. Immediately assess your exposure, understand your risk and turn insight into action.
Flexible reporting tools give you the power to quickly create customized reports that update in real time.
Your privacy is our top priority. We’ve designed a multifaceted data security program that ensures the confidentiality and integrity of data managed on our platform.
The time it takes to create reports has been cut by 50%–60%, giving our team the opportunity for higher-value activities that benefit our families.
Catherine Jackson
Gleneagles Group
After using multiple different softwares in the past, our only regret is not getting Addepar sooner.
Matthew Porter
Castle Financial Management