Addepar, LLC

Addepar, LLC develops software for the wealth management industry. It offers Addepar, a software that generates aggregate reports based on holdings, trades, positions, and related market activity; offers an aggregated view of assets in real time, and graphs and metrics relevant to business; stores documents and files for advisers; tracks client details and communications, schedules tasks and meetings, and automatically generates and publishes reports to clients; and helps in asset allocation, scenario analysis, transparency, and compliance activities. The company was founded in 2009 and is based in Mountain View, California.