Addepar is a global wealth management technology company that provides a platform for data aggregation, analytics, and reporting. It is designed to help investment professionals manage complex portfolios, particularly those with significant allocations to alternative assets like private equity and real estate.
Brand Authority Index (BAI): 76/100
Archetype: Challenger
Category: Fintech
https://optimly.ai/brand/addepar-corporate
Last analyzed: April 10, 2026
Founded: 2009
Headquarters: Mountain View, California