Addepar brings your data, workflows and reporting into one platform so you can scale faster, manage complexity with confidence and deliver a more elevated client experience.
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assets on platform
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alternative assets on platform
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users across 60+ markets
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direct feeds
Growth is no longer the challenge. Complexity is.
As firms scale, disconnected systems and manual work create friction across operations, portfolios and client experiences.
Before Addepar
With Addepar
Before Addepar
Disconnected systems
Portfolio data, reporting, and alternatives live across many tools.
With Addepar
A unified data foundation
Bring public and private investments together in one place.
Before Addepar
Alternatives complexity
Alternatives create operational complexity before portfolio insight.
With Addepar
Built for alternatives
Capture and standardize alternative investment data automatically.
Before Addepar
Operational friction
Manual workflows slow teams down as firms grow.
With Addepar
Intelligent workflows that drive action
Automate manual work and keep your team moving faster.
Before Addepar
Inconsistent client experiences
Complexity makes personalized service harder to scale.
With Addepar
Insights where work happens
Surface answers and guidance directly within your workflows.
See everything. Finally.
Unify public and private investments in one place so your team can analyze performance, understand exposures and make decisions with a complete view of the portfolio.
Bring clarity to alternatives
Capture and standardize alternative investment data alongside public investments in one unified view. Understand portfolio exposures, performance, and liquidity more clearly, then plan ahead with greater confidence.
Move from questions to decisions
Surface answers, insights, and guidance in the flow of your work with intelligence built on Addepar’s trusted data foundation. Understand what’s changed and confidently decide what to do next.
Elevate every client interaction
Use trusted intelligence to prepare faster, understand what’s changed across portfolios and deliver more connected client experiences.
Testimonials
Trusted by others like you
Using Addepar has had a lot of different positive impacts on us. We are able to provide consolidated reporting for our clients on their portfolios. It's incredibly flexible. It almost has an infinite number of ways you can report on things and show something to a client. You can create a very tailored way of showing that. A lot of the time an advisor will have their own way of looking at it and the client will have a very specific format that they will like to see and look at. So we can develop that with them.
Mike Brabant
Managing Director, Jeffries, LLC
We spoke to firms we aspired to be like, and soon realized that the top firms working with our ideal clients were using Addepar.
Logan Varela
President, Ultra Financial Partners (now operating as Mariner)
We are a multinational group with offices in LATAM and the United States. We serve both Latin American clients and US clients — but mainly expats from Latin America. We mention Addeparʼs name a lot when we are targeting new advisors and clients.
Isaac Wakszol
Founder & CEO, Activest Wealth Management
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Ready to move faster and operate with clarity?
See how Addepar helps your team unify data, simplify complexity and turn insight into action across every portfolio.
Frequently Asked Questions
Addepar is built for the complexity modern wealth management firms face. Traditional systems often rely on fragmented tools and manual processes, especially as portfolios expand into alternatives.
Addepar brings data, insights and workflows together in one platform. It aggregates information across asset classes, surfaces insights with built-in intelligence, and supports the day-to-day workflows of your team. The result is less time spent managing data and more time spent advising clients and growing the business.
Addepar embeds intelligence directly into your workflows to help your team move faster and make better decisions. It can surface insights, answer questions and highlight what matters most across portfolios so you spend less time searching and more time acting. Rather than adding another tool, it enhances how your team already works.
Addepar connects your data, insights and workflows in one platform so teams can move from understanding portfolios to making decisions and acting on them more quickly. Whether it’s adjusting allocations, preparing client communications or managing operations, work happens in the same place as your insights.
Addepar integrates with hundreds of global custodians, banks and administrators for automated daily data feeds. We also partner with leading market data and pricing providers for up-to-date portfolio valuations, FX rates and benchmark comparisons. Furthermore, you can benchmark private fund performance against Addepar’s proprietary, anonymized universe of 15,000 private funds.
Addepar is designed to support the security and compliance standards wealth management firms operate under. Data is encrypted in transit and at rest, and the platform aligns with industry frameworks such as SOC 2 Type II. Combined with a permissioned data model, this helps firms safeguard client information while maintaining the transparency and control required for regulatory compliance.
Addepar uses a permissioned data model with granular, role-based access controls so you can manage who sees what across clients, portfolios and entities. This allows advisors, operations and leadership teams to access the right information while maintaining control, consistency and alignment with compliance requirements.
By automating data aggregation, reconciliation, reporting and workflows, Addepar reduces manual work across your team. With intelligence embedded into these workflows, teams can surface insights faster, identify issues sooner, and spend less time assembling data and more time focusing on higher-value work.
Our Services team guides you through data migration, onboarding and configuration using a structured approach built for complex wealth management environments. With deep experience supporting firms through transitions, we help minimize disruption and maintain continuity across your operations.