Addepar

Addepar is a cloud-based technology company specialized in investment management. Its platform offers an array of services for investors and advisors, such as data aggregation, verification, customizable reporting, and API integrations. With a focus on handling all types of assets across any currency, the software provides a comprehensive, real-time view of financial portfolios. The platform is trusted by over 200 financial entities, from single and multi-family offices to large institutions, collectively tracking more than $550 billion in assets. Addepar is headquartered in Silicon Valley and has partnerships with major companies like Salesforce.