Addepar ^Companies

Addepar is a multi-product software and data platform that empowers investment professionals globally with data, insights, and cutting-edge technology to make smarter investment decisions and drive greater outcomes for the portfolios in their care. Addepar serves wealth managers, family offices, private banks, broker-dealers, and institutions. The platform aggregates every ownable asset, analyzes and visualizes portfolio data instantly, and easily creates customized, branded reports. Addepar offers integrated solutions that enhance workflows, including portfolio trading and rebalancing, scenario modeling and forecasting, and streamlined billing, plus calculation insights. Contact_info: N/A.