About Addepar
Addepar, enhanced by its AI assistant Addison, is a sophisticated investment management platform designed for firms handling complex portfolios.
Addepar Details
Vendor
Addepar
Year Launched
2009
Location
335 Madison Ave, 25th floor New York, NY 10017 United States
Deployment
cloud, web browser
Training Options
demo, community
Countries Served
All Countries
Languages
English
Users
Wealth Managers, Financial Advisors, Family Offices, Fund Managers, Asset Managers, Investment Analysts
Industries Served
Investment, Financial Services, Wealth Management, Family Offices, Foundations, Endowments, Multi-Family Offices, Registered Investment Advisors (RIAs), Private Banks, Trust Companies, Institutional Investors., Asset Management
Tags
Investment Management, Financial Services, Wealth Management, Portfolio Management, Reporting, Data Aggregation, Alternative Investments, Private Equity, Hedge Funds, Family Offices, Fintech
Addepar's In-App Market Place
Does Addepar have an in-app market place?
Yes
How many Mini-Apps in the marketplace?
0
Mini Apps
Pricing Options
Free trial
Free version
Request a quote
Promo Offer
Accepted Payment Currencies
USD ($), EUR (€), GBP (£), AUD (A$), CAD (C$), JPY (¥), CHF (CHF), HKD (HK$)
Pros & Cons
- Connects portfolio data sources into one unified platform for clearer insights
- Provides AI-driven insights that reduce manual analysis and decision delays
- Supports highly complex portfolios with multiple asset classes and structures
- Improves team collaboration with shared data views and workflow integration
- Delivers customizable reporting tailored to client-specific requirements
- May require significant onboarding time due to complex features and workflows
- Dependence on data quality may impact accuracy of insights and reporting
- AI features may require user adaptation for effective utilization
- Not ideal for simple portfolio management due to enterprise-level complexity
- User interface complexity may overwhelm new or non-technical users
Addepar's Support Options
Email Address
inquiries@addepar.comCommunity Forums
https://learn.addepar.com/hc/en-us/community/posts