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A software and data platform that is purpose-built for professional wealth, investment and asset management firms

Addepar is a team of successful Silicon Valley entrepreneurs and technologists who are unhappy with deceptive practices, arduous manual processes, and lack of actionable information in wealth management. Backed by many of the world’s most prominent investors, we are poised to revolutionize the wealth management industry by creating a new standard for financial technology.

Today, analysts enter data by hand, spending hundreds of hours each month in Excel. Banks deliver piecemeal reports to clients because their systems aren’t integrated. Errors proliferate, costing pensions and family offices millions. Many do poorly understand their overall liquidity, risk levels and opportunities. Addepar was founded to fix these problems by bringing new levels of information awareness to the financial world.