Portfolio reporting for the modern advisor

In the world of financial management, speed, clarity, and foresight are mandatory as firms need to produce and scale more than ever to stay competitive. Addepar is bringing a more personal touch to financial relationships at scale, enabling advisors and firms with tailored, tech-forward financial solutions to better aggregate portfolio data and customize reports all on a single, web-based platform.

FOUNDER

Joe Lonsdale

FOUNDED

2009

CATEGORY

Financial Tech

WEBSITE

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