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*, which provides convenient, tech-first access to third-party financial products and delivers this via secure and efficient digital execution, is now available to Addepar clients. To learn more about Addepar, please connect with us. Already an Addepar client? Please contact your account manager for more information about Marketplace.

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

In today’s environment, having the right technology foundation is critical. Our buyer’s guide will walk you through:

  • Evaluating the various considerations
  • Single-provider “all-in-one” vs. open platform solutions
  • A checklist to help you make your technology decisions

Streamline the process with our informative, no-obligation buyer’s guide.


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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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