Buyer Fit
Target firm types
- Wealth Management Firms
- RIAs
- Family offices
- Asset managers
Target firm size
- Enterprise
- Mid-Size
Product Description
Product Positioning
Portfolio management and reporting platform for wealth managers, family offices, and large advisory firms.
Description
Addepar provides portfolio management, performance reporting, and analytics for complex high-net-worth and institutional portfolios, aggregating multi-custodial and alternative assets into a unified view for advisors and family offices.
Integrations
Addepar has 42 integrations in our directory
Search below to find what you're looking for
- Advisor Center Level 3
- AdvisorPeak Level 5
- AltExchange Level 3
- Apex Clearing Level 1
- Arch Level 3
- Asset-Map Level 3
- AssetMark Level 3
- Betterment For Advisors Level 3
- Blaze Portfolio Level 3
- Broadridge Level 3
- ByAllAccounts Level 2
- Canoe Intelligence Level 4
- eMoney Advisor Level 4
- Entole Level 3
- Fidelity Wealthscape Level 3
- Fynancial Level 1
- Hidden Levers Level 3
- Jacobi Level 3
- Kwanti Level 3
- Libretto Level 4
- Luminary Level 2
- MoneyGuide Level 3
- Pershing NetX360 Level 3
- Plaid Level 2
- PractiFI Level 3
- RightCapital Level 3
- Salentica Elements Level 1
- Salesforce Level 4
- Schwab Advisor Center Level 2
- SideDrawer Level 3
- SmartRIA Level 3
- SmartX Advisory Level 3
- StratiFi Level 4
- Vanilla Level 3
- Venn by Two Sigma Level 3
- VRGL Wealth Level 3
- Wealthbox Level 4
- YCharts Level 3
- YourEFolio Level 3
- YourStake Level 3
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APIs and Security
Security checks
Periodic SOC certification
Public APIs
Yes - Our APIs allow other developers to 'GET' and 'POST' information to our application.
API authentication
OAuth
Data refreshed live via API
Yes
Developer portal exists
Yes
Developer portal URL
Developer portal features
Glossary, Built with an API platform such as Postman, WSO2, Swagger, etc.?, Provides code samples in one language
Developer sandbox URL
No
