
Portfolio reporting for the modern advisor

In the world of financial management, speed, clarity, and foresight are mandatory as firms need to produce and scale more than ever to stay competitive. Addepar is bringing a more personal touch to financial relationships at scale, enabling advisors and firms with tailored, tech-forward financial solutions to better aggregate portfolio data and customize reports all on a single, web-based platform.
FOUNDER
Joe Lonsdale
FOUNDED
2009
CATEGORY
Financial tech
WEBSITE
VISIT ADDEPAR.COM