Addepar
The facts below are what the maker publishes about Addepar, checked and dated. Our editors have not written about it yet.
Plans and prices
From Addepar's own pricing page, checked 8 Oct 2026.
| Plan | Price | What it gives you |
|---|---|---|
| Addepar | Priced on request | Contact Addepar for a demo and to discuss how it can empower your firm. |
The facts
Each one read from Addepar's own pages, with the date it was checked.
What it does
- Allocation analysis
- Yeschecked 20 Sep 2026
- Alternatives
- Addepar captures alternatives data with AI-assisted parsing and presents it alongside traditional assets.checked 8 Oct 2026
- Analysis
- Users can create tailored analytics and dashboards and model client and asset structures to reflect ownership.checked 8 Oct 2026
- API
- Addepar APIs provide programmatic access to firm data for integrations, workflow automation and platform extensions.checked 8 Oct 2026
- Asset class coverage
- multi_asset_alternativeschecked 20 Sep 2026
- Client portal
- The branded client portal provides a live view of net worth and portfolio evolution and supports access through web or mobile.checked 8 Oct 2026
- Hosting and access
- The SOC 3 report describes Addepar as a hosted, web-based SaaS platform and says client data is access-controlled, encrypted and segmented by client.checked 8 Oct 2026
- Integrations
- Addepar offers prebuilt partner integrations and flexible APIs for connecting in-house and third-party systems.checked 8 Oct 2026
- Intended users
- Addepar serves financial professionals, including wealth managers, banks, family offices, fund managers and institutional allocators.checked 8 Oct 2026
- Performance reporting
- Yeschecked 20 Sep 2026
- Portfolio visibility
- The platform models public and private assets and supports holistic portfolio analysis.checked 8 Oct 2026
- Reporting
- Addepar supports personalized reporting and automates report generation and distribution workflows.checked 8 Oct 2026
- Risk analysis
- Yeschecked 20 Sep 2026
- Security
- The 2024–2025 SOC 3 report states that controls for the Analytics & Reporting and Navigator platforms were effective during July 1, 2024 through August 31, 2025 against applicable trust services criteria for security, confidentiality and privacy.checked 8 Oct 2026
- Support
- Current clients are directed to contact their Client Success Manager or use Addepar Learn for client support.checked 8 Oct 2026
- Tax-lot tracking
- Yeschecked 20 Sep 2026
- What it does
- Addepar is a data and AI platform that unifies financial data and streamlines workflows for investment professionals.checked 8 Oct 2026
Money
- Billing
- Its fee management system supports complex fee schedules, asset exclusions and valuation methods, with access to underlying data for auditing calculations.checked 8 Oct 2026
The company
- Company
- Addepar says it was founded in 2009 and is a global data and AI company serving the financial services ecosystem.checked 8 Oct 2026
- Founded
- 2009checked 23 Sep 2026
- Headquarters
- New York City, New York, United Stateschecked 23 Sep 2026
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