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Addepar

Filed under: Portfolio Management System

Addepar logo

Company info:

Top executive: Eric Poirier

(855) 464-6268

303 Bryant Street

Mountain View, California, United States,

RIA department info:

Etcetera:

  • Founded in 2009


Q&A:

What is the service or product you offer to RIAs?

Addepar is a wealth management platform that empowers financial advisors with the tools required to manage complex global portfolios. The platform has been built to support robust analysis and reporting with a focus on security, accuracy and customization. An integrated set of firm management tools helps automate manual workflows, preventing errors and driving efficiency. At the foundation is a data platform that connects directly to internal systems and external institutions to aggregate and reconcile the portfolio holdings.
What else would you like to say about your business?
Addepar has over 80 full-time employees in its Silicon Valley and New York offices. Addepar’s client base includes Single- and Multi-Family Offices, Registered Investment Advisors, Private Banks and Fund of Funds. As of January 2013, the Addepar platform tracks over $50 billion of client assets.