Trust
Security & compliance
SOC 2
SLA uptime target: Not specified
Security review turnaround: Not specified
DPA available: Not specified
Wealth management technology platform providing data aggregation, analytics, and performance reporting for RIAs and family offices.
Pricing
Custom quote
Founded
2009
Team size
501-1,000 employees
Headquarters
Mountain View, CA
Product Preview
Preview from addepar.com
At a glance
Pricing model
Custom quote
Integrates with
Data warehousesCRMsOperational systemsExternal platforms
Security
SOC 2
About Addepar
Addepar is an enterprise wealth and investment management platform that aggregates portfolio data across asset classes (including alternatives) into unified reporting, analytics, trading, and client-portal workflows. It is built for RIAs, family offices, private banks, asset managers, and institutions that need multi-asset portfolio accounting and firm-wide data infrastructure via reporting tools and APIs.
Buyer Fit & Positioning
Procurement & Fit
Structured facts from the vendor to help your security, finance, and procurement reviews move faster.
Pricing
Commercial model
Pricing model: Custom quote
Free trial: No
Free plan: No
Contract minimum: Not specified
Procurement
Purchasing & legal
The vendor hasn’t added purchasing & legal details yet.
Fit
Best-fit company size
Company-size fit has not been specified yet.
Implementation & Procurement
Commercial Fit & Ecosystem
Proof, Outcomes & Momentum
Alternatives, Migration & Buyer Objections
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Addepar
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