Addepar, Inc. is a cloud based American wealth management software platform for registered investment advisors (RIAs) specializing in data aggregation, analytics, and portfolio reporting. Addepar's clientele is primarily high-net-worth and ultra-high-net-worth individuals and companies.
- Country
- United States
- Headquarters
- Mountain View
- Inception
- 2009
- Website
- https://addepar.com/
