Turn complex data across public and private markets into a firmwide asset. Gain full visibility, strengthen oversight and enable confident decisions that drive growth, operational efficiency and long-term business success.
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assets on platform
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alternative assets on platform
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users across 60+ markets
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leading firms globally
Before Addepar
With Addepar
Before Addepar
Disconnected data and systems
With incomplete views across portfolios, asset classes and systems, it can be difficult to understand performance, risk and exposures.
With Addepar
A single source of truth
Gain a clear view of your entire business and make decisions with confidence by bringing together public and private market data.
Before Addepar
Scale introduces operational complexity
As firms grow, manual workflows and disconnected systems create slow decision-making and impact performance.
With Addepar
Unlock operational leverage
Scale without adding operational overhead by centralizing data and connecting AI workflows.
Before Addepar
Increasing regulatory and risk pressure
Evolving regulation and complex investment structures make it difficult to maintain oversight.
With Addepar
Access built-in governance and control
Maintain full transparency across portfolios with auditable data and consistent reporting.
See the full picture across every asset
View public and private investments together in one place. Understand performance, exposure and risk across your entire portfolio without relying on disconnected systems or manual reporting.
Turn data into strategic decisions
Move from static reporting to dynamic insights that support allocation decisions, performance evaluation and long-term planning across the firm.
Scale with confidence and control
Support growth with a platform designed for complex organizations. Maintain visibility and improve efficiency across complex ownership structures and asset classes.
Testimonials
Trusted by others like you
Addepar is perfectly suited for our growth ambitions that extend well beyond U.S. borders.
Kurt Miscinski
CEO, Cerity Partners LLC
Investors have a view that consolidated financial reporting across lots of different asset classes should be super simple. And yet it’s incredibly complicated for a whole host of reasons. This is where Addepar comes in. Addepar allows you to delve into the details of transactions and exposures across all asset classes, currencies and ownership structures.
Mike Brabant
Managing Director, Jefferies LLC
Addepar allows us to provide each user with individualized data and reporting at scale.
That’s powerful.
Andrew Jaskol
Head of FP&A, Clayton Dubilier & Rice
Turn fragmented data into a strategic advantage.
Give your firm the visibility, control and scale needed to grow with confidence.
Frequently Asked Questions
Addepar brings your firm's data into a single unified view so you can see performance across portfolios, clients and strategies without relying on multiple systems. With a consistent, trusted foundation, you can quickly understand what's driving results and make decisions with confidence.
Addepar Dashboards centralize the creation of sophisticated, high-level reporting packages. This allows leadership and the Board to remain aligned on a single, trusted dataset.
Addepar embeds intelligence directly into your workflows so you can surface insights, explore data and answer questions faster. It builds on your firm’s data, helping you reduce manual work and focus on higher-value decisions.
Security is built into the platform. Addepar uses enterprise-grade encryption and strict access controls so only the right users can access the right data, giving you confidence in how information is managed across the firm.
Addepar brings together data from fund documents, statements and managers, standardizes it and integrates it alongside public investments. This gives you a consistent view of performance, exposures and cash flows across even the most complex portfolios.