Addepar is a financial operating system that the company states is designed to bring common sense and ethical, data-driven investing to the financial world. Addepar handles all types of assets in any currency, helping investors and advisors have a clearer financial picture at every level, all in one place. With customizable reporting, financial managers can visualize and communicate relevant information to anyone who needs it. Secure, scalable, and fast, Addepar is purpose-built to power the global financial system. Hundreds of single and multi-family offices, wealth advisors, large financial institutions, endowments, and foundations track more than $1 trillion of assets on Addepar's platform. Addepar has offices in Silicon Valley, New York, Chicago, and Salt Lake City.
*Based on Preferred Stock Price, Addepar does not have a stock symbol since it is currently private and is yet to have an IPO.
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