Addepar empowers investment professionals across the globe with data, insights and cutting-edge technology so that you can do what you do best—even better. A complete, …

Adpar, formerly Trefhedyn, is a village in Ceredigion, Wales, in the community of Llandyfriog, now considered as a part of Newcastle Emlyn to which it is joined by a bridge across the River Teifi.

Addepar, Inc. is a cloud based American wealth management software platform for RIAs (registered investment advisors) specializing in data aggregation, analytics, and portfolio reporting. [3] . Addepar's clientele is primarily high-net-worth and ultra-high-net-worth individuals and companies. [4]

Addepar was founded over a decade ago with the goal of creating a more transparent financial system. We believe that everyone should be able to understand the assets they own, where …

Ultra-high-net-worth families invest with sophistication. We’re here to help you serve their unique needs. Create greater transparency by centralizing the family office’s financial information in a …

Developer of a multi-product software and data platform designed to make better investment decisions and portfolio outcomes.

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

2023年12月13日 · Addepar marked a milestone Wednesday, announcing it now has more than $5 trillion in assets being managed, overseen and analyzed on its platform, double what the firm’s systems tracked in...

Adpar, formerly Trefhedyn, is a village in Cardiganshire, that forms a suburb of Newcastle Emlyn in neighbouring Carmarthenshire. The two are joined by a fine bridge across the River Teifi, which here forms the county border. Adpar used to be an ancient borough in its own right. [1]

Founded in 2009, Silicon Valley startup Addepar has taken in $205 million in funding so far to develop a “ financial operating system ” that can handle all asset types denominated in any currency in order to give you a clear picture of what your entire portfolio looks like.