Addepar addepar.com


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Addepar is a financial operating system that aims to bring common sense and ethical, data-driven investing to the financial world. Addepar gives advisors and their clients a clearer financial picture at every level, all in one place and handles all types of assets denominated in any currency. With customizable reporting, financial advisors can visualize and communicate relevant information to anyone who needs it.

Addepar is a financial operating system that aims to bring common sense and ethical, data-driven investing to the financial world. Addepar gives advisors and their clients a clearer financial picture at every level, all in one place and handles all t...Show all

Company (Alive / Active)

Phone: 855-464-6268

Fax:

303 Bryant Street
3rd Floor
Mountain View, 94041
California, United States

Latest News

See more competitors data Competitors
Total Funding Date of Last Funding
Addepar $246.9M Mar 19, 2020
Riskalyze $23.5M Oct 31, 2016
Eagle Investment Systems $35M Nov 14, 2001

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Investors

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Competitors

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