Fintech Profile: Addepar

Fintech Profile: Addepar

Summary

Addepar offers a cloud-based investment management platform that aggregates all the financial information of family offices, wealth advisors, and private banks, and builds a portfolio analysis to provide a clear view of end-customer investments.

Scope

The report provides information and insights into Addepar, including -

• Overview of the company and its product offering
• Detailed insight into its business operation, technology, revenue model, geographical presence and target market
• Information on funding, partnerships, acquisitions, and awards it received
• Biography of top management.

Reasons to buy

• Gain insights into Addepar’s business operations.
• Gain insights into funding and partnerships.
• Gain understanding about its target market and opportunities.