Addepar

SaaS

Description

Investment Management
Tagging

Industry: Finance, Technology; Stage: Private; Private / Public: Private; Valuation Basis: Venture Capital Backed; B2B
Founded

2009
Overview

Provides investment management platform.
Details

Addepar provides an investment management platform for financial advisors, wealth managers, and family offices to track and analyze investment portfolios.
Workforce Count

501-1000
Views

29
Categories

SaaS

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