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Fintech Profile: Addepar

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    Company Profile

  • 9 Pages
  • October 2018
  • GlobalData
  • ID: 4663401
1h Free Analyst Time
1h Free Analyst Time

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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.

Table of Contents

Product Market Mix
Growth & Opportunity
Key People



Companies Mentioned

A selection of companies mentioned in this report includes:

  • Valor Equity Partners

  • Schwab OpenView Gateway

  • Morgan Stanley

  • AB Bernstein

  • Fremont Group