Addepar

Addepar is the financial operating system that brings common sense and data-driven investing to their financial world. Addepar gives asset owners and advisors a clearer financial picture at every level, all in one place. It handles all types of assets denominated in any currency. With customizable reporting, financial advisors can visualize and communicate relevant information to anyone who needs it. Secure, scalable, and fast, Addepar is purpose-built to power the global financial system.
Case Studies
Showing 5 Addepar Customer Success Stories
Representing more than $400 billion in assets in the innovative FinTech industry
Addepar leaders increase sales efficiency with Gong
Addepar - Customer Case Study
Connecting the global investment ecosystem
No matching case studies