Addepar Insights

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.

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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.

mentioned alongside Addepar in 11% (91) of relevant job posts

Tamarac

Tamarac is a portfolio management and reporting platform for RIAs, competing directly with Addepar in wealth management technology.

mentioned alongside Addepar in 9% (94) of relevant job posts

eMoney

eMoney Advisor offers financial planning and wealth management solutions, making it a competitor to Addepar in the advisor technology space.

mentioned alongside Addepar in 3% (106) of relevant job posts

Orion

Orion provides portfolio accounting, compliance, and trading tools for advisors, directly competing with Addepar's offerings.

mentioned alongside Addepar in 2% (97) of relevant job posts

Bloomberg

Bloomberg provides financial data, news, and analytics, competing with Addepar in the market for sophisticated investment analysis tools, especially for institutional investors.

mentioned alongside Addepar in 0% (83) of relevant job posts

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.

mentioned alongside Addepar in 0% (290) of relevant job posts

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.

mentioned alongside Addepar in 0% (59) of relevant job posts

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.

mentioned alongside Addepar in 0% (62) of relevant job posts