Addepar, Inc. is a cloud-based American wealth management software platform for RIAs, specializing in data aggregation, analytics, and portfolio reporting. It serves professional wealth, investment, and asset management firms, including those serving high and ultra-high-net-worth individuals, with over $5 trillion in client assets managed on its platform.
- Category
- Wealth Management
- Stage
- Series G
- Employees
- 1,400
- HQ
- New York, United States
- Founded
- 2009
- Funding
- $759M