AddeparAddepar, Inc. is a cloud based American wealth management software platform for RIAs (registered investment advisors) specializing in data aggregation, analytics, and portfolio reporting.
Vendor
Addepar
Company Website
- Addepar Platform
Know where you’ve been, where you are and where you’re going. Make smarter investment decisions and drive greater outcomes for the portfolios in your care.
- Addepar Trading
Trade and rebalance at scale with Addepar Trading. Addepar Trading is your end-to-end solution for trading and rebalancing, designed to deepen your portfolio management capabilities.
- Navigator
Optimize investment decisions with superior forecasting. Customize models and project cash flows, returns, liquidity and portfolio value to drive better decision making for clients’ complex private market investments.
- Sandbox
Build and test with confidence. Explore, build and test your tech stack in a dedicated, low-risk environment with Sandbox.