Fintech Profile: Addepar

Fintech Profile: Addepar


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.


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.

Product Market Mix
Growth & Opportunity
Key People

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