What is Addepar used for?
Addepar consolidates and unifies all your data so you can easily analyze any portfolio, provide clients with a more complete and meaningful financial picture and offer the best possible advice.
Where is Addepar based?
303 Bryant Street, Mountain View, California
How much is Addepar worth?
The pandemic led to heightened demand for wealth management technology, and Addepar is among the companies that have benefited.
How does Addepar make money?
Addepar has one revenue stream: the fee it charges for analysis services on its platform. The fee is based on how much data is being reviewed in a given period; it typically starts at $50,000 but can rise as high as $1 million, depending on the investment and money variables involved.