Addepar
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Explore more → **Addepar**
What is Addepar?
Addepar is a technology platform that provides investment performance reporting and data aggregation services, primarily used by wealth management firms, family offices, and advisors. It consolidates financial data from various sources to offer a comprehensive view of a client's entire investment portfolio, facilitating better decision-making and client communication.
What other technologies are related to Addepar?
Addepar Competitor Technologies
Black Diamond
Black Diamond is a portfolio management and reporting platform for wealth advisors, competing directly with Addepar.
Tamarac
Tamarac is a portfolio management and reporting platform for RIAs, competing directly with Addepar in wealth management technology.
eMoney
eMoney Advisor offers financial planning and wealth management solutions, making it a competitor to Addepar in the advisor technology space.
Orion
Orion provides portfolio accounting, compliance, and trading tools for advisors, directly competing with Addepar's offerings.
Bloomberg
Bloomberg provides financial data, news, and analytics, competing with Addepar in the market for sophisticated investment analysis tools, especially for institutional investors.
Number of organizations that mention technology
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Addepar Complementary Technologies
Salesforce
Salesforce is a CRM platform that can be integrated with Addepar to manage client relationships and track interactions, enhancing Addepar's functionality.
Python
Python is a programming language that can be used to extend the functionality of Addepar through APIs and custom integrations, enabling users to automate tasks, perform advanced analysis, and build custom reports.
SQL
SQL (Structured Query Language) is used for managing and querying databases. It is complementary as Addepar's underlying data can potentially be accessed and manipulated using SQL for custom reporting and analysis.
Number of organizations that mention technology
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Which job functions commonly mention Addepar?
Investment Manager
0.1% of all Investment Manager jobs mention Addepar
View 153
jobs on Sumble
Customer Success
106 Customer Success jobs mention Addepar
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jobs on Sumble
Analyst
87 Analyst jobs mention Addepar
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jobs on Sumble
Accountant
88 Accountant jobs mention Addepar
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jobs on Sumble
Finance
113 Finance jobs mention Addepar
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jobs on Sumble
Which organizations are mentioning Addepar?
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