Addepar is a wealth management platform that specializes in data aggregation, analytics and performance reporting. We work with leading family offices, RIAs, broker-dealers, and private banks. Our platform is designed to help advisors make more informed decisions and deliver on what matters most — investor goals.

Marketplace, offered through Acervus Securities*, is a new product that allows Addepar clients to view and evaluate investment opportunities, and digitally initiate transactions in financial products through our trusted partners. The initial set of partners and products available in Marketplace cover investment opportunities that our clients most often seek including:

  • Hedge funds and private equity funds

  • Secondary market for LP fund interests

  • Secondary private company securities

  • Cash equivalents 

Marketplace provides seamless, integrated investment workflows that feed data back into Addepar Analysis and Reporting.

Already an Addepar client? More information on how to gain access can be found here. 

*All brokerage services offered through Acervus Securities Inc., member FINRA / SIPC, an Addepar company.

Light Image
news

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."