Addepar, based in Mountain View, CA, is a transformative technology and data platform serving wealth managers, family offices, private banks, and broker dealers globally. With $6 trillion in assets managed on their platform, Addepar offers unparalleled flexibility in analyzing and visualizing portfolio data, scenario modeling, forecasting, and streamlined billing solutions.
Their multi-product software and data platform empowers investment professionals with cutting-edge technology to simplify complexity, make smarter investment decisions, and drive greater outcomes for the portfolios in their care. Addepar's integrated solutions enhance workflows, portfolio trading, and rebalancing, providing a beautiful experience for clients and hundreds of thousands of users worldwide.
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