Addepar is a global technology and data company that works with investment professionals to provide the most informed, precise guidance for their clients. Hundreds of thousands of users have entrusted ...

Since Addepar was founded more than a decade ago, the software company’s goal has been not only to help institutions, family offices, and RIAs understand how their investment portfolios are doing, but ...

Wealthtech Addepar has shared an update focused on how to drive tax efficiency and growth with householding in Addepar Trading. Wealthtech firm Addepar explained that successful advisors help clients ...

ADX extends Addepar's unified data foundation-activating investment data across systems, workflows and AI to drive operational leverageNEW YORK, May 7, 2026 /PRNewswire/ -- Addepar, a global ...

New functionality and attributes are expected to fuel growth and scale in 2024, according to an update from Fintech firm Addepar. As part of a note shared by Addepar, the wealthtech firm has shared ...