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Portfolio reporting for the modern advisor

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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