Ready to upgrade your current portfolio management and reporting system?

Addepar is recognized as the Leading Multi-Segment Provider in Portfolio Management and Reporting by Aite Group in the 2020 Aite Matrix for RIA Portfolio Management and Reporting Systems.

Based on an Aite assessment of product performance and company strength, as well as the ability to serve a broad range of firms, Addepar is ranked:

  • #1 in Reporting Flexibility
  • #1 in Report Customization
  • #2 in Business Intelligence

Get an overview of the RIA Portfolio Management and Reporting market and find out why leading firms choose Addepar as their preferred wealth management platform.
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Did you catch us on Bloomberg?

"Addepar Inc., a Silicon Valley firm whose clients handle almost $2 trillion of wealth-management assets, created a way to more easily trade investments in hedge funds and private equity funds."

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