Addepar is a global data and AI platform that empowers investment professionals to turn complex financial information into actionable intelligence. The company unifies portfolio, market, and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows. Addepar's open platform integrates with nearly 650 software, data, and consulting partners to power end-to-end investment operations across firms of all sizes and complexity. More than 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion in assets, serving RIAs, multi-family offices, and family offices in the wealth management sector.
Industry
Financial Services
Company Size
501-1000 employees
Remote Policy
Remote-first
Addepar
Addepar
Addepar
Addepar
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