Vendor
Addepar
Addepar Data Exchange (ADX) transforms disconnected data into a managed environment, enabling advanced analytics, AI workflows, and trusted portfolio insights across enterprises.
Nassau, BS
Official websiteSector footprint
One company, every side of the market
WealthThis site
Addepar
Addepar Data Exchange (ADX) transforms disconnected data into a managed environment, enabling advanced analytics, AI workflows, and trusted portfolio insights across enterprises.
Capability matrix
| Capability | Addepar |
|---|---|
| Advisory Fee Billing | ● |
| Alternatives Platforms & Trading | ● |
| Client Portal | ● |
| Crypto Trading / Tracking | ● |
| Performance Reporting | ● |
| Portfolio Management | ● |
| Trading / Rebalancing | ● |
Parent organization
Addepar
Founded
2009
Scale
1 sector presence