Portfolio and data platform Addepar provides for wealth managers and advisors.
Addepar's wealth management platform aggregates multi-asset portfolio data so advisors can report, analyze, and manage complex client holdings.
It competes with alternative-investment and advisor technology stacks that serve independent wealth firms handling private market and multi-asset exposures.
| Attribute | Wealth Management Platform | Funds Marketplace | |
|---|---|---|---|
| Provider | |  | |
| Founded | 2017 | 2009 | |
| Sells To | Enterprise | — | |
| Pricing Model | Recurring, Software | — | |
| Ownership | Equity, Venture-backed | Venture-backed |
Provider
Founded 2017
Sells To Enterprise
Pricing Model Recurring, Software
Ownership Equity, Venture-backed
Provider
Founded 2009
Sells To —
Pricing Model —
Ownership Venture-backed
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