Addepar

Addepar is a wealth management platform that specializes in data aggregation, analytics and reporting for even the most complex investment portfolios. The company's platform aggregates portfolio, market and client data all in one place. It provides asset owners and advisors a clearer financial picture at every level, allowing them to make more informed and timely investment decisions. Addepar works with hundreds of leading financial advisors, family offices and large financial institutions that manage data for more than $2 trillion of assets on the company's platform. In 2020, Addepar was named as a Forbes Fintech 50 for the 5th consecutive year and in 2018 received Morgan Stanley's Fintech Award for making a significant impact on the firm's mission of continuous innovation. Addepar is headquartered in Silicon Valley and has offices in New York City and Salt Lake City.
Addepar contact details
Employees
1,001-5,000 View all
Industry
computer software
Location
Mountain View, California, US

Addepar Management & Employee Directory

bill malloy
bill malloy
Husband, Dad, Investor, Company Builder, Philanthropist.
+2-********13
rick orloff
rick orloff
Fortune 5 Experience | Chief Security Officer | Chief Information Security Officer | Board Member | Impact Strategist
+2-********15

Addepar Competitors

Palantir Technologies
computer software
Instart Logic
Computer Software
Robinhood
financial services
Nomis Solutions
computer software

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