Portfolio & risk analytics · Addepar, Inc.
Addepar
Data aggregation and portfolio reporting platform for wealth managers and family offices handling complex, multi-custodian holdings.
Addepar is a portfolio data and reporting platform built for wealth management firms, banks and family offices whose clients hold complex, fragmented portfolios spanning multiple custodians, asset classes and alternative investments. It aggregates data from custodians and outside managers into a unified view, offering scenario modeling, performance reporting and AI-assisted insight tools (Addison, Navigator) for advisors managing large or illiquid portfolios where simple custodian statements fall short. It is delivered as a hosted enterprise platform, integrated into a firm's existing custodial and CRM workflows, and sold through a quote-based enterprise sales process rather than published pricing.
At a glance
| Vendor | Addepar, Inc. |
|---|---|
| Pricing model | Quote only |
| Free tier | No |
| Deployment | Cloud |
| Open source | No |
| Best for | Wealth managers and family offices with complex, multi-custodian and alternative-heavy client portfolios. |
Pricing
Enterprise contract sized to firm AUM/complexity, negotiated directly with sales; no published pricing.
Pricing has not been verified yet — see the vendor's site.
Features
- Multi-custodian data aggregation
- Alternatives and illiquid-investment tracking
- Scenario modeling (Navigator)
- AI-assisted portfolio insights (Addison)
- Client-facing performance reporting
- Data connectivity layer (ADX) for custodians and managers
Integrations
Profile last reviewed September 21, 2026