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Addepar

American wealth management company

Addepar, Inc. is a cloud based American wealth management software platform for registered investment advisors (RIAs) specializing in data aggregation, analytics, and portfolio reporting. Addepar's clientele is primarily high-net-worth and ultra-high-net-worth individuals and companies.

Nº Q16974220 ★★

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Addepar

American wealth management company

Addepar, Inc. is a cloud based American wealth management software platform for registered investment advisors (RIAs) specializing in data aggregation, analytics, and portfolio reporting. Addepar's clientele is primarily high-net-worth and ultra-high-net-worth individuals and companies.

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From Wikipedia

Addepar, Inc. is a cloud based American wealth management software platform for registered investment advisors (RIAs) specializing in data aggregation, analytics, and portfolio reporting. Addepar's clientele is primarily high-net-worth and ultra-high-net-worth individuals and companies.

Text: Wikipédia, CC BY-SA 4.0. ·

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