Addepar
Platform
Platform
Platform Overview
Transform wealth operations with data and native AI.
AI
Discover Addepar’s approach to AI.
Alternatives
Gain visibility across complex alternatives.
Data
Activate financial data across your firm.
Integrations
Leverage the power of the Addepar Partner Ecosystem.
Products
Addison
Turn portfolio questions into trusted insights.
ADX
Move from siloed data to connected financial intelligence.
Alts Data Management
Manage alternatives with greater control.
Navigator
Project future outcomes with advanced scenario modeling.
Private Fund Benchmarks
Benchmark private market performance with confidence.
Sandbox
Test and build in a secure environment.
Solutions
Firm
Wealth Management
Scale efficiently while elevating the client experience.
Banks
Personalized wealth management solutions at scale.
Family Offices
Secure technology for preserving and generating wealth.
Fund Managers
Simplify fund management to focus on returns.
Institutional Allocators
Gain actionable insights across your entire portfolio.
Role
Financial Advisors
Be ready for every client conversation.
Executives
Lead with clarity across your entire firm.
Investors
Access comprehensive visibility across complex portfolios.
Operations
Move from bottleneck to strategic resource.
Clients
Resources
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Webinars
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Platform
Platform Overview
AI
Alternatives
Data
Integrations
Addison
ADX
Alts Data Management
Navigator
Private Fund Benchmarks
Sandbox
Solutions
Wealth Management
Banks
Family Offices
Fund Managers
Institutional Allocators
Financial Advisors
Executives
Investors
Operations
Clients
Resources
Blog
Events
Webinars
Company
About
Newsroom
Careers
Contact
Newsroom
Enterprise
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Enterprise
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