Addepar
Data and reporting platform for wealth managers, family offices and institutions.
addepar.comAddepar aggregates portfolio data across accounts and asset types, including alternatives, for reporting and analysis. Its site lists products such as Navigator for scenarios and an AI tool called Addison, and says the platform tracks $10 trillion in assets.
The company was founded in 2009 and is based in New York. It raised $230 million in a May 2025 Series G at a reported $3.25 billion valuation.
What it does
- Portfolio reporting
- Alternatives data management
- Scenario modeling
- AI portfolio Q&A
- Data integrations marketplace
Named by others in this directory
Coverage
- Small RIAs get a $4,800 Claude offer from Schwab, but the seat minimum remains
Financial ADVSR, Oct 29
- Claude for Financial Advisors comes with a 20-seat Enterprise floor
Financial ADVSR, Oct 22
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