Addepar

Addepar makes a portfolio data and reporting platform for wealth management firms, family offices, banks, fund managers and institutional allocators. It handles multi-custodian data, alternative investments and complex ownership structures in one system of record.

The platform consolidates holdings across custodians and data feeds, models trusts, partnerships and household ownership structures, and produces client reports and dashboards. It automates billing and other operational workflows. For alternatives, it parses fund documents with AI-assisted extraction so private holdings sit next to public securities, and it offers private fund benchmarks. Navigator runs scenario modeling and projections, Addison answers portfolio questions in plain language, and ADX connects firm data to other systems. A sandbox lets firms test and build against their data.

An integration center lists portfolio and market data feeds plus connections to tools such as Wealthbox, eMoney, MSCI Wealth Manager and DPL Financial Partners. Addepar, Inc. traces its start to 2009; Joe Lonsdale is its founder and board chair. The company lists offices in New York, Salt Lake City, London, Edinburgh, Geneva, Warsaw, Dubai, Singapore, Pune and São Paulo, and it says its platform covers more than $10 trillion in assets for over 1,500 clients in more than 60 countries. Its about page shows venture investors. Pricing is not published.