Addepar

Addepar provides a data aggregation, analytics and reporting platform for investment firms that manage complex portfolios. It connects data from custodians, private funds and alternative investments into one view so advisors can measure performance, run what-if analysis and produce client reports. Additional offerings handle alternative-asset data, scenario modeling, private fund benchmarks and an AI assistant for portfolio questions. Customers include wealth managers, family offices, banks and asset managers in many markets.