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.