Location: United States
Business Model: Licensing, B2B
Category: Finance, Financial Services, FinTech, SaaS
Addepar is the financial operating system designed to bring common sense and ethical, data-driven investing to our financial world.
Addepar handles all types of assets in any currency, so investors and advisors have a clearer financial picture at every level, all in one place. With customizable reporting, financial managers can visualize and communicate relevant information to anyone who needs it. Secure, scalable, and fast, Addepar is purpose-built to power the global financial system.
More than 200 single and multi-family offices, wealth advisors, large financial institutions, endowments, and foundations track more than $550 billion of assets on Addepar’s platform.
Addepar has offices in Silicon Valley, New York, Chicago, and Salt Lake City.
The Due Diligence Report for Addepar, prepared with crowd analysis and predictive algorithms, perfect for investment assessment, research and general in depth analysis.
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Confidentiality: The Elephant, the online trading arena, provides a balance between the private shareholders (employees and former employees) need to protect its confidential information and the investor’s need for the transparency necessary to make an informed investment decision.
Content Sources: All the information presented above was retrieved from public sources (media, company website, data from the registrar of private shareholder, etc.).
Responsibility: The Elephant does not accept any responsibility or liability for the accuracy, content and reliability of this information.