Addepar, Inc. – Company Profile Addepar, Inc. – Company Profile

Addepar, Inc. (Addepar) is a software and data platform that carries out purpose-built for professional wealth, investment and asset management. It also handles all assets and connects financial objectives and goals to actionable insights. The platform helps with data reconciliation and aggregation. It offers a financial operating system, customized reporting, analysis and integration, among others. The company also provides data onboarding including historical data migrations. These services are offered to family offices, wealth advisers and private banks. Addepar is headquartered...