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, aiming to help investors and advisors have a clear financial picture at every level, all in one place. The Addepar platform provides data aggregation & reconciliation, analysis tools, customizable reports, branded client portals, and API integration for other products and systems.
According to Addepar, its platform allows financial managers to visualize and communicate relevant information to anyone who needs it using the reporting functions. Addepar is used by single and multi-family offices, wealth advisors, large financial institutions, endowments, and foundations.
In April 2018, Addepar reached more than $1 trillion of assets on its 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.
Some data provided by Crunchbase
EquityZen does not have an affiliation with, formal relationship with, or endorsement from Addepar or any companies featured above.
This profile is based on publicly available information and is intended to be informative in nature.
To learn more about whether you're eligible, typical investment size, company valuation, and share price, request access here.