Addepar is an American wealth management platform for registered investment advisors specializing in data aggregation, analytics, and portfolio reporting. The company was founded in September 2009.
Addepar's platform provides analytics and performance analysis of portfolios and market data with software for managing high-net-worth and ultra-high-net-worth clients.
It's technology involves a mixture of proprietary and open-source software.
Ещё видео!