Addepar

Addepar is a leading provider of technology for the wealth management industry, offering a performance reporting and analytics platform that aggregates portfolio, market, and client data in one place. The platform provides asset owners and advisors with a clearer financial picture at every level, enabling more informed and timely investment decisions. Addepar works with leading financial advisors, family offices, and large financial institutions managing over $1.3 trillion of assets on the platform. The company has been recognized for its impact and innovation, including being named to Forbes Fintech 50 and receiving Morgan Stanley's Fintech Award. With headquarters in Silicon Valley and offices in New York City, Chicago, and Salt Lake City, Addepar is committed to creating a more prosperous financial world by powering the global financial system to efficiently allocate capital and mitigate risk.