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Portfolio & Custody
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Addepar

Addepar: Holistic portfolio management and performance reporting.

"Addepar is a comprehensive portfolio management and reporting platform designed for sophisticated wealth management firms. It aggregates and analyzes complex investment data across all asset classes, providing a holistic view of client portfolios. RIAs leverage Addepar to enhance client communication, streamline operations, and gain deeper insights into portfolio performance."

Launch Product Page
Consensus Grade
B+
85/100 Confidence
Institutional Verified
Market Position
Ranked #122 in Portfolio & Custody
Validated Adoption
90 Firms Tracked
Coverage Status
enriched Documentation
Data Freshness
Updated Feb 2026

Strategic Capability Analysis

Comprehensive multi-asset class accounting
Advanced performance reporting
Real-time data aggregation
Customizable client reporting
Scenario analysis and risk modeling

Primary Use Cases

Client performance reporting
Investment analysis
Portfolio monitoring

Agentic Intelligence Briefing

"Addepar provides RIAs with a unified platform for managing and analyzing complex investment portfolios, delivering enhanced insights and client reporting capabilities."

Real-time Forensic Synthesis

Competitive Strengths

Comprehensive performance reporting
Multi-asset class support
Data aggregation capabilities

Adoption Hazards

High cost
Complexity of implementation
Steep learning curve

Stack Compatibility Profile

How Addepar integrates into institutional RIA stacks.

90 Firms Analyzed
Riskalyze Online
96%
Stack Correlation
Nitrogen Wealth
89%
Stack Correlation
Elements Financial Planning
77%
Stack Correlation
Morningstar Office
70%
Stack Correlation
ROL
70%
Stack Correlation
NDEX
66%
Stack Correlation

Product Dossier

Target Market
RIA
Target Audience
Registered Investment Advisors (RIAs) managing complex portfolios for high-net-worth and ultra-high-net-worth clients.
Firm Size Fit
1-PersonSmallMid-SizeEnterprise
Pricing Model
Enterprise Quote
Profile Completeness
100%

Consider Also

1Black Diamond
2Orion Advisor Tech

Value Proposition

"Addepar provides sophisticated performance reporting and data aggregation for complex portfolios, enabling RIAs to deliver exceptional insights to high-net-worth clients."

Vendor Dossier

Addepar logoA
Addepar
addepar.com
Corporate Portal

Audit Your RIA Stack

See how Addepar fits into your overall tech efficiency score.

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