Addepar

Investment Management Platform

Cos'è Addepar ?

Addepar streamlines the increasing complexities of modern investment management into one seamless platform: comprehensive data aggregation, unmatched data integrity, flexible analytics, intuitive reporting, limitless customization and interactive portals. Addepar empowers advisors to increase client satisfaction, business efficiency and business growth: Welcome to the future of investment management.

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Latest news Addepar

Wealthtech Addepar Reports Strong Q1 2024, Releases Research on Managing Exposure to Innovative Technologies

Addepar says that it just "completed a strong first quarter, building on their momentum from 2023 and setting the stage for an even stronger 2024."

1 week, 2 days ago
Wealth Management: Baker Till Partners with Wealthtech Addepar to Diversify Revenue Streams

Baker Tilly, an advisory, tax and assurance firm dedicated to custom solutions that generate and sustain growth has entered a new partnership.

1 month, 4 weeks ago
Can GenAI Make Wealth Management Platforms Interoperable?

Promising to lead the financial AI revolution, ARQA CEO Haik Sahakyan is betting on operational efficiency and enhanced data analytics.

2 months, 2 weeks ago