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Addepar: boosting capital's positive impact

Summary by Private Banker International
Addepar is a global technology and data company that works with investment professionals to provide the most informed, precise guidance for their clients. Hundreds of thousands of users have entrusted Addepar to empower smarter investment decisions and better advice over the last decade. With client presence in more than 45 countries, Addepar’s platform aggregates portfolio, market and client data for over $7trn in assets. The advice market is a…
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Private Banker InternationalPrivate Banker International

Addepar: boosting capital's positive impact

Addepar is a global technology and data company that works with investment professionals to provide the most informed, precise guidance for their clients. Hundreds of thousands of users have entrusted Addepar to empower smarter investment decisions and better advice over the last decade. With client presence in more than 45 countries, Addepar’s platform aggregates portfolio, market and client data for over $7trn in assets. The advice market is a…

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Private Banker International broke the news in on Thursday, March 27, 2025.
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