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Start here for the decision-making essentials: what Addepar does, who it is for, how it is accessed, and the first-party sources behind this profile.
Paid subscription service
Read-only public captures of Addepar’s homepage. Screenshots are dated, never live embeds, and open full-screen.
Addepar, Inc. is a global technology and data company founded in 2009 that provides a foundational data and AI platform for institutional-grade portfolio management across public and private markets, serving financial professionals across 60+ countries.
Short answers to the questions buyers and builders commonly ask about Addepar. Each answer cites the shared ledger below, where every source is listed once.
AI-powered insights and workflows that empower and connect teams
Unlock operational leverage with AI-powered insights and workflows that empower and connect teams
Financial professionals globally
trusted by financial professionals globally
Institutional-grade portfolio management across public and private markets · Wealth management services performed for clients via the platform
institutional-grade portfolio management platform across public and private markets
Paid subscription service
Addepar customers who are paid subscribers of the Services
Integrates with custodians and third parties that can submit Customer Data on behalf of cu
instruct third parties (including custodians) to do so
Web-based platform services delivered via websites · Remote and on-site work options
our website at www.addepar.com and our other services or websites that display this Policy
This profile connects the jobs Addepar is described as handling with its delivery model, access options and the subjects used to match it to related products in this directory.
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Company: Addepar, Inc. · Founded: 2009 · Organization type: Global technology and data company
Addepar, Inc.
2009
Incorporated as Addepar, Inc. with affiliates and subsidiaries including AS Investment Management, LLC
Foundational data and AI platform
Financial professionals globally
Institutional-grade portfolio management across public and private markets
Wealth management services performed for clients via the platform
AI-powered insights and workflows that empower and connect teams
Web-based platform services delivered via websites
A concise view of the jobs, capabilities and integrations described in the recorded product sources.
Documented product formats, platforms and official distribution destinations. Availability can vary by region and plan.
A concise history of software releases and material product changes. Events appear only when a dated source supports what changed.
This profile is being checked for dated releases and material product changes. Nothing appears here until the exact date and event can be verified from a recorded source.
Facts, answers, structured details, milestones and primary resource links cite this shared ledger. Each external page appears once; release tags from the same GitHub project are grouped under one release history.
These tools share a workflow, capability or audience with Addepar. They may complement it rather than replace it, and are not presented as integrations or endorsements.
Integrates with custodians and third parties that can submit Customer Data on behalf of customers
Operates as a data processor for Customer Data, with customers acting as data controller
Paid subscription service
Operates across 60+ countries and markets
Addepar
Global technology and data company
Shaping the future of financial information
Global
Remote and on-site work options
Equal opportunity employer committed to inclusion and belonging
Addepar, Inc. is a global data and AI company serving the financial services ecosystem · Founded and leading the industry since 2009 · Foundational data and AI platform trusted by financial professionals globally
Addepar, Inc.
Foundational data and AI platform trusted by financial professionals globally
Holistic portfolio management across multi-custodial data, illiquid alternatives, and complex legal entities
Managing complex alternatives investments with transparency
Financial services ecosystem; wealth managers, advisors, and family offices
SaaS-based model with remote access and mobile support
Web-based services at www.addepar.com accessible from browsers and mobile devices
Connected data feeds and multi-custodian connectivity
Client Portal for on-demand portfolio access and transparency
60+ countries / 60+ markets
Includes California Consumer Privacy Statement (US privacy compliance)
Acts as a data processor for Customer Data, with customers as data controllers
Services are not designed to respond to 'do not track' browser signals
Combines high-fidelity data with native AI
Unifies data into a single source of truth and streamlines workflows to help make informed investment decisions
Foundational data and AI platform for financial services
Financial professionals globally
