# Addepar

[addepar.com](https://addepar.com/)

Addepar is a global data and AI company serving the financial services ecosystem. This managed data environment within the Addepar platform unifies, governs and activates data across your firm — creating a consistent, permissioned foundation for workflows, analytics and AI at scale. Collect documents from fund portals and inboxes, process data with AI validated with automated checks and human review.

[Home \| Addepar](https://addepar.com/) · [ADX \| Addepar](https://addepar.com/product-overview/adx) · [Alts Data Management Software \| Enhance Alternative Investment Reporting \| Addepar](https://addepar.com/product-overview/alts-data-management)

Researched 2026-11-12

## Products

### ADX Move from siloed data to connected financial intelligence.

Make your data a firmwide asset with Addepar Data Exchange (ADX). ADX connects your firm's data ecosystem, powering advanced analytics, AI workflows and trusted portfolio insights across the enterprise.

[ADX \| Addepar](https://addepar.com/product-overview/adx) · [Home \| Addepar](https://addepar.com/) · [Private Fund Benchmarks \| Addepar](https://addepar.com/private-fund-benchmarks) · [Alts Data Management Software \| Enhance Alternative Investment Reporting \| Addepar](https://addepar.com/product-overview/alts-data-management) · [Navigator \| Addepar](https://addepar.com/product-overview/navigator) · [Sandbox \| Addepar](https://addepar.com/product-overview/sandbox) · [AI, the Addepar Way \| Addepar](https://addepar.com/ai-the-addepar-way) · [Alternatives \| Addepar](https://addepar.com/alternatives) · [Private Banking Software \| Wealth Management Reporting Solutions \| Addepar](https://addepar.com/banks) · [Clients \| Case Studies \| Addepar](https://addepar.com/clients) · [Executives \| Addepar](https://addepar.com/executives) · [Family Office Software \| Reporting Platform \| Portfolio Tracking Solutions \| Addepar](https://addepar.com/family-offices) · [Investors \| Addepar](https://addepar.com/investors) · [Newsroom \| Addepar](https://addepar.com/newsroom) · [Operations \| Addepar](https://addepar.com/operations) · [Platform Overview \| Addepar](https://addepar.com/platform-overview) · [Investment Portfolio Management Platform \| Asset Aggregation Software \| Addepar](https://addepar.com/product-overview/addison) · [Wealth Management Software \| Portfolio Reporting Solution \| RIA \| Addepar](https://addepar.com/wealth-management) · [Contact Information, Offices and Locations \| Addepar](https://addepar.com/connect-with-us) · [Request a demo \| Addepar](https://addepar.com/request-a-demo) · [Product page](https://addepar.com/product-overview/adx)

ADX turns disconnected data into a system your business can run on. This managed data environment within the Addepar platform unifies, governs and activates data across your firm — creating a consistent, permissioned foundation for workflows, analytics and AI at scale. — [ADX \| Addepar](https://addepar.com/product-overview/adx)

### Alts Data Management Manage alternatives with greater control.

Addepar Alts Data Management extracts and standardizes data from capital calls, statements and distribution notices. Replace manual tracking with clean data that supports analysis, reporting and investment decisions across private markets.

[Alts Data Management Software \| Enhance Alternative Investment Reporting \| Addepar](https://addepar.com/product-overview/alts-data-management) · [Home \| Addepar](https://addepar.com/) · [Private Fund Benchmarks \| Addepar](https://addepar.com/private-fund-benchmarks) · [ADX \| Addepar](https://addepar.com/product-overview/adx) · [Navigator \| Addepar](https://addepar.com/product-overview/navigator) · [Sandbox \| Addepar](https://addepar.com/product-overview/sandbox) · [AI, the Addepar Way \| Addepar](https://addepar.com/ai-the-addepar-way) · [Alternatives \| Addepar](https://addepar.com/alternatives) · [Private Banking Software \| Wealth Management Reporting Solutions \| Addepar](https://addepar.com/banks) · [Clients \| Case Studies \| Addepar](https://addepar.com/clients) · [Executives \| Addepar](https://addepar.com/executives) · [Family Office Software \| Reporting Platform \| Portfolio Tracking Solutions \| Addepar](https://addepar.com/family-offices) · [Investors \| Addepar](https://addepar.com/investors) · [Newsroom \| Addepar](https://addepar.com/newsroom) · [Operations \| Addepar](https://addepar.com/operations) · [Platform Overview \| Addepar](https://addepar.com/platform-overview) · [Investment Portfolio Management Platform \| Asset Aggregation Software \| Addepar](https://addepar.com/product-overview/addison) · [Wealth Management Software \| Portfolio Reporting Solution \| RIA \| Addepar](https://addepar.com/wealth-management) · [Contact Information, Offices and Locations \| Addepar](https://addepar.com/connect-with-us) · [Request a demo \| Addepar](https://addepar.com/request-a-demo) · [Product page](https://addepar.com/product-overview/alts-data-management)

Automate alternatives data management end-to-end without sacrificing quality. Collect documents from fund portals and inboxes, process data with AI validated with automated checks and human review. Access files in one centralized location. — [Alts Data Management Software \| Enhance Alternative Investment Reporting \| Addepar](https://addepar.com/product-overview/alts-data-management)

### Navigator Project future outcomes with advanced scenario modeling.

With Navigator, you move beyond historical data to plan for future outcomes and gain insight into liquidity and portfolio performance.

[Navigator \| Addepar](https://addepar.com/product-overview/navigator) · [Home \| Addepar](https://addepar.com/) · [Private Fund Benchmarks \| Addepar](https://addepar.com/private-fund-benchmarks) · [ADX \| Addepar](https://addepar.com/product-overview/adx) · [Alts Data Management Software \| Enhance Alternative Investment Reporting \| Addepar](https://addepar.com/product-overview/alts-data-management) · [Sandbox \| Addepar](https://addepar.com/product-overview/sandbox) · [AI, the Addepar Way \| Addepar](https://addepar.com/ai-the-addepar-way) · [Alternatives \| Addepar](https://addepar.com/alternatives) · [Private Banking Software \| Wealth Management Reporting Solutions \| Addepar](https://addepar.com/banks) · [Clients \| Case Studies \| Addepar](https://addepar.com/clients) · [Executives \| Addepar](https://addepar.com/executives) · [Family Office Software \| Reporting Platform \| Portfolio Tracking Solutions \| Addepar](https://addepar.com/family-offices) · [Investors \| Addepar](https://addepar.com/investors) · [Newsroom \| Addepar](https://addepar.com/newsroom) · [Operations \| Addepar](https://addepar.com/operations) · [Platform Overview \| Addepar](https://addepar.com/platform-overview) · [Investment Portfolio Management Platform \| Asset Aggregation Software \| Addepar](https://addepar.com/product-overview/addison) · [Wealth Management Software \| Portfolio Reporting Solution \| RIA \| Addepar](https://addepar.com/wealth-management) · [Contact Information, Offices and Locations \| Addepar](https://addepar.com/connect-with-us) · [Request a demo \| Addepar](https://addepar.com/request-a-demo) · [Product page](https://addepar.com/product-overview/navigator)

### Private Fund Benchmarks Benchmark private market performance with confidence.

Provide the context you need to evaluate private investments with confidence. Compare performance across funds, strategies and vintages to understand what is driving results and how your portfolio stacks up against the broader market.

[Private Fund Benchmarks \| Addepar](https://addepar.com/private-fund-benchmarks) · [Home \| Addepar](https://addepar.com/) · [ADX \| Addepar](https://addepar.com/product-overview/adx) · [Alts Data Management Software \| Enhance Alternative Investment Reporting \| Addepar](https://addepar.com/product-overview/alts-data-management) · [Navigator \| Addepar](https://addepar.com/product-overview/navigator) · [Sandbox \| Addepar](https://addepar.com/product-overview/sandbox) · [AI, the Addepar Way \| Addepar](https://addepar.com/ai-the-addepar-way) · [Alternatives \| Addepar](https://addepar.com/alternatives) · [Private Banking Software \| Wealth Management Reporting Solutions \| Addepar](https://addepar.com/banks) · [Clients \| Case Studies \| Addepar](https://addepar.com/clients) · [Executives \| Addepar](https://addepar.com/executives) · [Family Office Software \| Reporting Platform \| Portfolio Tracking Solutions \| Addepar](https://addepar.com/family-offices) · [Investors \| Addepar](https://addepar.com/investors) · [Newsroom \| Addepar](https://addepar.com/newsroom) · [Operations \| Addepar](https://addepar.com/operations) · [Platform Overview \| Addepar](https://addepar.com/platform-overview) · [Investment Portfolio Management Platform \| Asset Aggregation Software \| Addepar](https://addepar.com/product-overview/addison) · [Wealth Management Software \| Portfolio Reporting Solution \| RIA \| Addepar](https://addepar.com/wealth-management) · [Contact Information, Offices and Locations \| Addepar](https://addepar.com/connect-with-us) · [Request a demo \| Addepar](https://addepar.com/request-a-demo) · [Product page](https://addepar.com/private-fund-benchmarks)

### Sandbox Test and build in a secure environment.

Build, test and train teams in an environment designed for safe experimentation.

[Sandbox \| Addepar](https://addepar.com/product-overview/sandbox) · [Home \| Addepar](https://addepar.com/) · [Private Fund Benchmarks \| Addepar](https://addepar.com/private-fund-benchmarks) · [ADX \| Addepar](https://addepar.com/product-overview/adx) · [Alts Data Management Software \| Enhance Alternative Investment Reporting \| Addepar](https://addepar.com/product-overview/alts-data-management) · [Navigator \| Addepar](https://addepar.com/product-overview/navigator) · [AI, the Addepar Way \| Addepar](https://addepar.com/ai-the-addepar-way) · [Alternatives \| Addepar](https://addepar.com/alternatives) · [Private Banking Software \| Wealth Management Reporting Solutions \| Addepar](https://addepar.com/banks) · [Clients \| Case Studies \| Addepar](https://addepar.com/clients) · [Executives \| Addepar](https://addepar.com/executives) · [Family Office Software \| Reporting Platform \| Portfolio Tracking Solutions \| Addepar](https://addepar.com/family-offices) · [Investors \| Addepar](https://addepar.com/investors) · [Newsroom \| Addepar](https://addepar.com/newsroom) · [Operations \| Addepar](https://addepar.com/operations) · [Platform Overview \| Addepar](https://addepar.com/platform-overview) · [Investment Portfolio Management Platform \| Asset Aggregation Software \| Addepar](https://addepar.com/product-overview/addison) · [Wealth Management Software \| Portfolio Reporting Solution \| RIA \| Addepar](https://addepar.com/wealth-management) · [Contact Information, Offices and Locations \| Addepar](https://addepar.com/connect-with-us) · [Request a demo \| Addepar](https://addepar.com/request-a-demo) · [Product page](https://addepar.com/product-overview/sandbox)

Sandbox is an isolated environment that mirrors your live Addepar instance. It allows you to test new workflows, integrations and configurations without impacting your production data or disrupting your daily operations. — [Sandbox \| Addepar](https://addepar.com/product-overview/sandbox)

### Platform Overview Transform wealth operations with data and native AI.

By combining high-fidelity data with native AI, unifying data, streamlining workflows to help make informed investment decisions.

[Platform Overview \| Addepar](https://addepar.com/platform-overview) · [Home \| Addepar](https://addepar.com/) · [Product page](https://addepar.com/platform-overview)

### AI Discover Addepar’s approach to AI.

Addepar delivers AI that enhances how investment teams understand portfolios, operate at scale and engage clients.

[AI, the Addepar Way \| Addepar](https://addepar.com/ai-the-addepar-way) · [Home \| Addepar](https://addepar.com/) · [Product page](https://addepar.com/ai-the-addepar-way)

### Alternatives Gain visibility across complex alternatives.

Capture complex fund data, evaluate performance against peers and model future outcomes across your full portfolio.

[Alternatives \| Addepar](https://addepar.com/alternatives) · [Home \| Addepar](https://addepar.com/) · [Product page](https://addepar.com/alternatives)

## Customer feedback

[Anyone worked at addepar?](https://reddit.com/r/womenintech/comments/1rwof1k/anyone_worked_at_addepar)

2026-03-18T00:14:07.000Z · [Reddit](https://reddit.com/r/womenintech/comments/1rwof1k/anyone_worked_at_addepar)

[Alternatives to Addepar](https://reddit.com/r/RichPeoplePF/comments/1ok3j4j/alternatives_to_addepar)

2025-10-30T15:56:55.000Z · [Reddit](https://reddit.com/r/RichPeoplePF/comments/1ok3j4j/alternatives_to_addepar)

[Does anyone have any experience using Addepar?](https://reddit.com/r/CFP/comments/1hhh5sw/does_anyone_have_any_experience_using_addepar)

2024-12-19T01:14:23.000Z · [Reddit](https://reddit.com/r/CFP/comments/1hhh5sw/does_anyone_have_any_experience_using_addepar)

[Experience with Addepar/other Family Office Software](https://reddit.com/r/RichPeoplePF/comments/1j9uo76/experience_with_addeparother_family_office)

2025-03-12T20:56:13.000Z · [Reddit](https://reddit.com/r/RichPeoplePF/comments/1j9uo76/experience_with_addeparother_family_office)

[How personal is the Addepar rejection email?](https://reddit.com/r/cscareerquestions/comments/3qo5gg/how_personal_is_the_addepar_rejection_email)

2015-10-29T06:16:19.000Z · [Reddit](https://reddit.com/r/cscareerquestions/comments/3qo5gg/how_personal_is_the_addepar_rejection_email)

[Anyone here work at addepar? : r/cscareerquestions](https://reddit.com/r/cscareerquestions/comments/4ymz63/anyone_here_work_at_addepar)

Excerpt: I submitted an application today for addepar for a position in their ny office. Does anyone here work there that could tell me how the company is to ...

[Reddit](https://reddit.com/r/cscareerquestions/comments/4ymz63/anyone_here_work_at_addepar)

[Ballpark Addepar Pricing? : r/familyoffice](https://reddit.com/r/familyoffice/comments/1eo2eyp/ballpark_addepar_pricing)

Excerpt: Addepar is coming out with a dashboard functionality and it's really nice, but definitely pricey. We're a SFO with 220mm AUM and we're around ...

[Reddit](https://reddit.com/r/familyoffice/comments/1eo2eyp/ballpark_addepar_pricing)

[I made a list of companies that employ remote data analysts](https://reddit.com/r/dataanalysis/comments/14391e6/i_made_a_list_of_companies_that_employ_remote)

Excerpt: Addepar. https://addepar.com/. Addepar is a leading wealth management platform that provides comprehensive data aggregation, analysis, and ...

[Reddit](https://reddit.com/r/dataanalysis/comments/14391e6/i_made_a_list_of_companies_that_employ_remote)

## Marketing & Ads

### Addepar, Inc.

Google · Addepar, Inc.

First shown 2024-08-11 · Last shown 2026-11-10

[Original ad](https://adstransparency.google.com/advertiser/AR00641018422909468673/creative/CR15168184722497994753) · [Creative image](https://companyprofiles.dev/media/images/5900ab1fb371b02092f0f3081f902a0b478adf6dcdefc40e7bc850870c7721f4)

Landing-page snapshot: The ad library did not provide a destination URL.

### Read the case study - Stop rebuilding every report from scratch

LinkedIn · Addepar

Hundreds of individually structured donor-advised funds. Three investment professionals. See how Tides uses Addepar to spend less time assembling data and more time on analysis and donor engagement.

Call to action: Learn more

[Original ad](https://www.linkedin.com/ad-library/detail/1678929676) · [Creative image](https://companyprofiles.dev/media/images/3578088efc11a12c9cacee788684e4ef93d225b7d3c556035d6dd3a5d8a5ef8e)

Landing-page snapshot: The ad library did not provide a destination URL.

### Addepar, Inc.

Google · Addepar, Inc.

First shown 2024-08-02 · Last shown 2026-11-10

[Original ad](https://adstransparency.google.com/advertiser/AR00641018422909468673/creative/CR08062318509889159169) · [Creative image](https://companyprofiles.dev/media/images/5a2e7365c94d4c9c05e516f5900f7c896d68dc2a3a617070a73b3920c0361e5e)

Landing-page snapshot: The ad library did not provide a destination URL.

### Alternative Investments - Addepar Alts Data Management

LinkedIn · Addepar

Help your clients clearly visualize the private equity lifecycle. Replace historical guesswork with data-backed pacing models to turn J-curve anxiety into alternative asset allocation confidence.

Call to action: Learn more

[Original ad](https://www.linkedin.com/ad-library/detail/1672906326) · [Creative image](https://companyprofiles.dev/media/images/5dd02a9d1b722e379065e35cf6b7aab5c522722640a5bcde2ab125e7d413712d)

Landing-page snapshot: The ad library did not provide a destination URL.

### Alternative Investments - Addepar Alts Data Management

LinkedIn · Addepar

Help your clients clearly visualize the private equity lifecycle. Replace historical guesswork with data-backed pacing models to turn J-curve anxiety into alternative asset allocation confidence.

Call to action: Learn more

[Original ad](https://www.linkedin.com/ad-library/detail/1681766206) · [Creative image](https://companyprofiles.dev/media/images/e63b92121b1c0d9f07778c16c7f20f8f5e7190311616eb01e61d85e608bf99c6)

Landing-page snapshot: The ad library did not provide a destination URL.

### Alternative Investments - Addepar Alts Data Management

LinkedIn · Addepar

Help your clients clearly visualize the private equity lifecycle. Replace historical guesswork with data-backed pacing models to turn J-curve anxiety into alternative asset allocation confidence.

Call to action: Learn more

First shown 2026-11-05 · Last shown 2026-11-11

[Original ad](https://www.linkedin.com/ad-library/detail/1672930146) · [Creative image](https://companyprofiles.dev/media/images/5dd02a9d1b722e379065e35cf6b7aab5c522722640a5bcde2ab125e7d413712d)

Landing page: [Alts Data Management Software \| Enhance Alternative Investment Reporting \| Addepar](https://addepar.com/product-overview/alts-data-management?trk=ad_library_ad_preview_content_image)

[Landing-page snapshot](https://companyprofiles.dev/media/ad-assets/15f6dbf2cc0e7514d30d73906f3520061321b08bd9fa2ea3256b166fe051536e) · Captured 2026-11-12

### Investment Reporting Made Easy

Google · Addepar, Inc.

Call to action: LEARN\_MORE

First shown 2026-06-29 · Last shown 2026-11-10

[Original ad](https://adstransparency.google.com/advertiser/AR00641018422909468673/creative/CR17276992147047841793) · [Creative video](https://www.youtube.com/watch?v=cnlfIoz5jwk)

Landing-page snapshot: The ad library did not provide a destination URL.

### Investment Reporting Made Easy

Google · Addepar, Inc.

Call to action: LEARN\_MORE

First shown 2026-06-29 · Last shown 2026-11-10

[Original ad](https://adstransparency.google.com/advertiser/AR00641018422909468673/creative/CR17276992147047841793) · [Creative video](https://www.youtube.com/watch?v=cnlfIoz5jwk)

Landing-page snapshot: The ad library did not provide a destination URL.

### Addepar Alts Data Management

Google · Addepar, Inc.

Call to action: LEARN\_MORE

First shown 2026-06-29 · Last shown 2026-11-10

[Original ad](https://adstransparency.google.com/advertiser/AR00641018422909468673/creative/CR17276992147047841793) · [Creative video](https://www.youtube.com/watch?v=cnlfIoz5jwk)

Landing-page snapshot: The ad library did not provide a destination URL.

### Addepar, Inc.

Google · Addepar, Inc.

First shown 2026-10-06 · Last shown 2026-11-10

[Original ad](https://adstransparency.google.com/advertiser/AR00641018422909468673/creative/CR16709001723087159297) · [Creative image](https://companyprofiles.dev/media/images/1b294df67110ca1b4deff5a7a84954d8c9afe06a9cda84ca5fcc1ed0f0727b91)

Landing-page snapshot: The ad library did not provide a destination URL.

### Addepar, Inc.

Google · Addepar, Inc.

First shown 2024-08-12 · Last shown 2026-11-10

[Original ad](https://adstransparency.google.com/advertiser/AR00641018422909468673/creative/CR09296384161604435969) · [Creative image](https://companyprofiles.dev/media/images/79360b69d425819cfc7e9e9882950815bf2679ff4efac86ed3b8fd79f578804e)

Landing-page snapshot: The ad library did not provide a destination URL.

### Alternative Investments - Addepar Alts Data Management

LinkedIn · Addepar

Help your clients clearly visualize the private equity lifecycle. Replace historical guesswork with data-backed pacing models to turn J-curve anxiety into alternative asset allocation confidence.

Call to action: Learn more

First shown 2026-11-04 · Last shown 2026-11-11

[Original ad](https://www.linkedin.com/ad-library/detail/1672748836) · [Creative image](https://companyprofiles.dev/media/images/e63b92121b1c0d9f07778c16c7f20f8f5e7190311616eb01e61d85e608bf99c6)

Landing page: [Alts Data Management Software \| Enhance Alternative Investment Reporting \| Addepar](https://addepar.com/product-overview/alts-data-management?trk=ad_library_ad_preview_content_image)

[Landing-page snapshot](https://companyprofiles.dev/media/ad-assets/15f6dbf2cc0e7514d30d73906f3520061321b08bd9fa2ea3256b166fe051536e) · Captured 2026-11-12

### Addepar, Inc.

Google · Addepar, Inc.

First shown 2026-08-23 · Last shown 2026-11-10

[Original ad](https://adstransparency.google.com/advertiser/AR00641018422909468673/creative/CR01393822792855584769) · [Creative image](https://companyprofiles.dev/media/images/a5fb84c78c293d10967a72c7acb168036860756984ac52730b58f9863565f46d)

Landing-page snapshot: The ad library did not provide a destination URL.

### Addepar, Inc.

Google · Addepar, Inc.

First shown 2026-07-01 · Last shown 2026-11-10

[Original ad](https://adstransparency.google.com/advertiser/AR00641018422909468673/creative/CR07674144562587107329) · [Creative image](https://companyprofiles.dev/media/images/52e448ab38d12ee7730c1ba4973dfce3f3800ec1a6ef6d25b0e9a58ffed4850c)

Landing-page snapshot: The ad library did not provide a destination URL.

### Addepar, Inc.

Google · Addepar, Inc.

First shown 2026-07-01 · Last shown 2026-11-10

[Original ad](https://adstransparency.google.com/advertiser/AR00641018422909468673/creative/CR07674144562587107329) · [Creative image](https://companyprofiles.dev/media/images/99b4f957eeb23f51efd40b0f734776523fb1679ca22c99c0a14d39f8535f6021)

Landing-page snapshot: The ad library did not provide a destination URL.

### Addepar, Inc.

Google · Addepar, Inc.

First shown 2026-07-01 · Last shown 2026-11-10

[Original ad](https://adstransparency.google.com/advertiser/AR00641018422909468673/creative/CR07674144562587107329) · [Creative image](https://companyprofiles.dev/media/images/06dc3c34cc495e75345851847a25ed796c50d17e2f12d3f91d4d5b758368092e)

Landing-page snapshot: The ad library did not provide a destination URL.

### Addepar - Turn complex financial data into actionable intelligence

LinkedIn · Addepar

Addepar is the foundational data and AI platform trusted by financial professionals globally. By combining high-fidelity data with native AI, our platform unifies data into a single source of truth and streamlines workflows helping you make informed investment decisions and scale with confidence.

Call to action: Learn more

[Original ad](https://www.linkedin.com/ad-library/detail/1681858816) · [Creative image](https://companyprofiles.dev/media/images/a9353e669bd14b4be4b77f051385a195a38551a7abb963bc034a001bb1413105)

Landing-page snapshot: The ad library did not provide a destination URL.

### Addepar, Inc.

Google · Addepar, Inc.

First shown 2026-09-21 · Last shown 2026-11-09

[Original ad](https://adstransparency.google.com/advertiser/AR00641018422909468673/creative/CR09712004942792753153) · [Creative image](https://companyprofiles.dev/media/images/2e58286d33be38ff2bfaae2f23d7b02385eb93bbb956f49ed635d637213bb556)

Landing-page snapshot: The ad library did not provide a destination URL.

### Read the case study - Stop rebuilding every report from scratch

LinkedIn · Addepar

Hundreds of individually structured donor-advised funds. Three investment professionals. See how Tides uses Addepar to spend less time assembling data and more time on analysis and donor engagement.

Call to action: Learn more

[Original ad](https://www.linkedin.com/ad-library/detail/1679141276) · [Creative image](https://companyprofiles.dev/media/images/94de6bbe4c2b4e7424134cd2efe3769db7d2bc9063f1693c25e7f34cbc3700c3)

Landing-page snapshot: The ad library did not provide a destination URL.

### Addepar - Turn complex financial data into actionable intelligence

LinkedIn · Addepar

Addepar is the foundational data and AI platform trusted by financial professionals globally. By combining high-fidelity data with native AI, our platform unifies data into a single source of truth and streamlines workflows helping you make informed investment decisions and scale with confidence.

Call to action: Learn more

[Original ad](https://www.linkedin.com/ad-library/detail/1681926696) · [Creative image](https://companyprofiles.dev/media/images/13a5f3c921ab9378fb6baeea9f14c1642a04594fe3d45ea08f775b506c5166a8)

Landing-page snapshot: The ad library did not provide a destination URL.

## New pages

Archive dates show when an archived copy was found, not when the page was published.

Modified dates describe updates, not original publication.

### [1. The technology: exponential progress, jagged gains](https://addepar.com/blog/the-last-mile-is-human)

- Modified 2026-11-04 — [Publisher sitemap · last modified](https://addepar.com/sitemap.xml)
- Published 2026-11-04 — [Publisher page metadata](https://addepar.com/blog/the-last-mile-is-human)
- Published 2026-11-04 — [Publisher visible publication date](https://addepar.com/blog/the-last-mile-is-human)

### [Separate the headline from the trend](https://addepar.com/blog/advisors-geopolitical-uncertainty)

- Modified 2026-10-29 — [Publisher sitemap · last modified](https://addepar.com/sitemap.xml)
- Published 2026-10-30 — [Publisher page metadata](https://addepar.com/blog/advisors-geopolitical-uncertainty)
- Published 2026-10-30 — [Publisher visible publication date](https://addepar.com/blog/advisors-geopolitical-uncertainty)

### [Start with the process](https://addepar.com/blog/moving-ai-from-experimentation-to-execution)

- Modified 2026-10-29 — [Publisher sitemap · last modified](https://addepar.com/sitemap.xml)
- Published 2026-10-29 — [Publisher page metadata](https://addepar.com/blog/moving-ai-from-experimentation-to-execution)
- Published 2026-10-29 — [Publisher visible publication date](https://addepar.com/blog/moving-ai-from-experimentation-to-execution)

### [Addepar has a long history of innovation. Why does the best technology talent choose to come here?](https://addepar.com/blog/solving-engineering-challenges-that-make-a-difference)

- Modified 2026-11-10 — [Publisher sitemap · last modified](https://addepar.com/sitemap.xml)
- Published 2021-06-29 — [Publisher page metadata](https://addepar.com/blog/solving-engineering-challenges-that-make-a-difference)

### [About Addepar](https://addepar.com/about)

- Modified 2026-11-05 — [Publisher sitemap · last modified](https://addepar.com/sitemap.xml)

### [Resources](https://addepar.com/blog)

- Modified 2026-11-04 — [Publisher sitemap · last modified](https://addepar.com/sitemap.xml)
- First archived 2016-11-09 — [Internet Archive · earliest successful HTML capture](https://web.archive.org/web/20161109025959/https://addepar.com/blog/)

### [Connect with us](https://addepar.com/connect-with-us)

- Modified 2026-11-04 — [Publisher sitemap · last modified](https://addepar.com/sitemap.xml)

### [Newsroom](https://addepar.com/newsroom)

- Modified 2026-11-03 — [Publisher sitemap · last modified](https://addepar.com/sitemap.xml)
- First archived 2015-05-31 — [Internet Archive · earliest successful HTML capture](https://web.archive.org/web/20150531011508/https://www.addepar.com/newsroom/)

### [AI, the Addepar Way](https://addepar.com/ai-the-addepar-way)

- Modified 2026-10-26 — [Publisher sitemap · last modified](https://addepar.com/sitemap.xml)

### [Case study](https://addepar.com/case-studies/tides)

- Modified 2026-10-22 — [Publisher sitemap · last modified](https://addepar.com/sitemap.xml)

### [data residency switzerland](https://addepar.com/blog/data-residency-switzerland)

- Modified 2026-10-21 — [Publisher sitemap · last modified](https://addepar.com/sitemap.xml)

### [allocators](https://addepar.com/institutions/allocators)

- Modified 2026-10-21 — [Publisher sitemap · last modified](https://addepar.com/sitemap.xml)

### [10 trillion in assets on platform milestone](https://addepar.com/blog/10-trillion-in-assets-on-platform-milestone)

- Modified 2026-10-20 — [Publisher sitemap · last modified](https://addepar.com/sitemap.xml)

### [better decisions across generations four key takeaways from addepar and trusted family](https://addepar.com/blog/better-decisions-across-generations-four-key-takeaways-from-addepar-and-trusted-family)

- Modified 2026-10-15 — [Publisher sitemap · last modified](https://addepar.com/sitemap.xml)

### [enhanced reporting transforms operations](https://addepar.com/blog/enhanced-reporting-transforms-operations)

- Modified 2026-10-15 — [Publisher sitemap · last modified](https://addepar.com/sitemap.xml)

### [redbud advisors](https://addepar.com/case-studies/redbud-advisors)

- Modified 2026-10-15 — [Publisher sitemap · last modified](https://addepar.com/sitemap.xml)

### [Turn complex financial data into actionable intelligence](https://addepar.com/request-a-demo)

- Modified 2026-10-06 — [Publisher sitemap · last modified](https://addepar.com/sitemap.xml)

### [Make better decisions across private markets](https://addepar.com/alternatives)

- Modified 2026-10-02 — [Publisher sitemap · last modified](https://addepar.com/sitemap.xml)

### [Addepar for Banks](https://addepar.com/banks)

- Modified 2026-10-02 — [Publisher sitemap · last modified](https://addepar.com/sitemap.xml)

### [data](https://addepar.com/data)

- Modified 2026-10-02 — [Publisher sitemap · last modified](https://addepar.com/sitemap.xml)

### [Addepar for Executives](https://addepar.com/executives)

- Modified 2026-10-02 — [Publisher sitemap · last modified](https://addepar.com/sitemap.xml)

### [Addepar for Family Offices](https://addepar.com/family-offices)

- Modified 2026-10-02 — [Publisher sitemap · last modified](https://addepar.com/sitemap.xml)

### [financial advisors](https://addepar.com/financial-advisors)

- Modified 2026-10-02 — [Publisher sitemap · last modified](https://addepar.com/sitemap.xml)

### [Addepar for Investment Teams](https://addepar.com/investors)

- Modified 2026-10-02 — [Publisher sitemap · last modified](https://addepar.com/sitemap.xml)

### [Addepar for Operations](https://addepar.com/operations)

- Modified 2026-10-02 — [Publisher sitemap · last modified](https://addepar.com/sitemap.xml)

### [Turn complex financial data into actionable intelligence](https://addepar.com/platform-overview)

- Modified 2026-10-02 — [Publisher sitemap · last modified](https://addepar.com/sitemap.xml)

### [Private Fund Benchmarks](https://addepar.com/private-fund-benchmarks)

- Modified 2026-10-02 — [Publisher sitemap · last modified](https://addepar.com/sitemap.xml)

### [Alts Data Management](https://addepar.com/product-overview/alts-data-management)

- Modified 2026-10-02 — [Publisher sitemap · last modified](https://addepar.com/sitemap.xml)

### [Navigator](https://addepar.com/product-overview/navigator)

- Modified 2026-10-02 — [Publisher sitemap · last modified](https://addepar.com/sitemap.xml)

### [Sandbox](https://addepar.com/product-overview/sandbox)

- Modified 2026-10-02 — [Publisher sitemap · last modified](https://addepar.com/sitemap.xml)

### [Addepar for Wealth Management](https://addepar.com/wealth-management)

- Modified 2026-10-02 — [Publisher sitemap · last modified](https://addepar.com/sitemap.xml)

### [private fund benchmarks enhanced management](https://addepar.com/blog/private-fund-benchmarks-enhanced-management)

- Modified 2026-09-30 — [Publisher sitemap · last modified](https://addepar.com/sitemap.xml)

### [ai careers](https://addepar.com/ai-careers)

- Modified 2026-09-18 — [Publisher sitemap · last modified](https://addepar.com/sitemap.xml)

### [taking the friction out of alts onboarding](https://addepar.com/blog/taking-the-friction-out-of-alts-onboarding)

- Modified 2026-09-18 — [Publisher sitemap · last modified](https://addepar.com/sitemap.xml)

### [tabono capital](https://addepar.com/case-studies/tabono-capital)

- Modified 2026-09-18 — [Publisher sitemap · last modified](https://addepar.com/sitemap.xml)

### [thats easy with addepar](https://addepar.com/thats-easy-with-addepar)

- Modified 2026-09-18 — [Publisher sitemap · last modified](https://addepar.com/sitemap.xml)

### [addeconf26](https://addepar.com/addeconf26)

- Modified 2026-09-16 — [Publisher sitemap · last modified](https://addepar.com/sitemap.xml)

### [inside addepar november 2022](https://addepar.com/blog/inside-addepar-november-2022)

- Modified 2026-09-16 — [Publisher sitemap · last modified](https://addepar.com/sitemap.xml)

### [remote work 5 tips](https://addepar.com/blog/remote-work-5-tips)

- Modified 2026-09-16 — [Publisher sitemap · last modified](https://addepar.com/sitemap.xml)

### [tools login](https://addepar.com/tools-login)

- Modified 2026-09-16 — [Publisher sitemap · last modified](https://addepar.com/sitemap.xml)

### [addepar reaches usd2 trillion of assets on platform](https://addepar.com/blog/addepar-reaches-usd2-trillion-of-assets-on-platform)

- Modified 2026-09-10 — [Publisher sitemap · last modified](https://addepar.com/sitemap.xml)

### [bringing addepar portfolio intelligence to claude](https://addepar.com/blog/bringing-addepar-portfolio-intelligence-to-claude)

- Modified 2026-09-10 — [Publisher sitemap · last modified](https://addepar.com/sitemap.xml)

### [inside addepar q2 2024](https://addepar.com/blog/inside-addepar-q2-2024)

- Modified 2026-09-10 — [Publisher sitemap · last modified](https://addepar.com/sitemap.xml)

### [camino partners plans liquidity](https://addepar.com/blog/camino-partners-plans-liquidity)

- Modified 2026-09-09 — [Publisher sitemap · last modified](https://addepar.com/sitemap.xml)

### [helping clients envision their future](https://addepar.com/blog/helping-clients-envision-their-future)

- Modified 2026-09-09 — [Publisher sitemap · last modified](https://addepar.com/sitemap.xml)

### [inside addepar july 2023](https://addepar.com/blog/inside-addepar-july-2023)

- Modified 2026-09-09 — [Publisher sitemap · last modified](https://addepar.com/sitemap.xml)

### [r d builds addepar research](https://addepar.com/blog/r-d-builds-addepar-research)

- Modified 2026-09-09 — [Publisher sitemap · last modified](https://addepar.com/sitemap.xml)

### [vendor help](https://addepar.com/vendor-help)

- Modified 2026-09-09 — [Publisher sitemap · last modified](https://addepar.com/sitemap.xml)

### [why addepar](https://addepar.com/why-addepar)

- Modified 2026-09-02 — [Publisher sitemap · last modified](https://addepar.com/sitemap.xml)

### [cameron industry spotlight](https://addepar.com/blog/cameron-industry-spotlight)

- Modified 2026-08-27 — [Publisher sitemap · last modified](https://addepar.com/sitemap.xml)

### [steve stefan industry spotlight](https://addepar.com/blog/steve-stefan-industry-spotlight)

- Modified 2026-08-27 — [Publisher sitemap · last modified](https://addepar.com/sitemap.xml)

### [context engineering for ai](https://addepar.com/blog/context-engineering-for-ai)

- Modified 2026-08-25 — [Publisher sitemap · last modified](https://addepar.com/sitemap.xml)

### [meet addepar kelly paisley](https://addepar.com/blog/meet-addepar-kelly-paisley)

- Modified 2026-08-25 — [Publisher sitemap · last modified](https://addepar.com/sitemap.xml)

### [meet addepar rhys mccaig](https://addepar.com/blog/meet-addepar-rhys-mccaig)

- Modified 2026-08-25 — [Publisher sitemap · last modified](https://addepar.com/sitemap.xml)

### [research](https://addepar.com/research)

- Modified 2026-08-18 — [Publisher sitemap · last modified](https://addepar.com/sitemap.xml)

### [2021 client advisory event](https://addepar.com/blog/2021-client-advisory-event)

- Modified 2026-08-14 — [Publisher sitemap · last modified](https://addepar.com/sitemap.xml)

### [60 40 is history for lps](https://addepar.com/blog/60-40-is-history-for-lps)

- Modified 2026-08-14 — [Publisher sitemap · last modified](https://addepar.com/sitemap.xml)

### [a conversation with joe lonsdale](https://addepar.com/blog/a-conversation-with-joe-lonsdale)

- Modified 2026-08-14 — [Publisher sitemap · last modified](https://addepar.com/sitemap.xml)

### [addepar board member jaime hildreth](https://addepar.com/blog/addepar-board-member-jaime-hildreth)

- Modified 2026-08-14 — [Publisher sitemap · last modified](https://addepar.com/sitemap.xml)

### [addepar office hours best practices](https://addepar.com/blog/addepar-office-hours-best-practices)

- Modified 2026-08-14 — [Publisher sitemap · last modified](https://addepar.com/sitemap.xml)

### [alts data management capital activity dashboard](https://addepar.com/blog/alts-data-management-capital-activity-dashboard)

- Modified 2026-08-14 — [Publisher sitemap · last modified](https://addepar.com/sitemap.xml)

### [capitalizing alternatives data private markets benchmarking](https://addepar.com/blog/capitalizing-alternatives-data-private-markets-benchmarking)

- Modified 2026-08-14 — [Publisher sitemap · last modified](https://addepar.com/sitemap.xml)

### [client spotlight ultra financial](https://addepar.com/blog/client-spotlight-ultra-financial)

- Modified 2026-08-14 — [Publisher sitemap · last modified](https://addepar.com/sitemap.xml)

### [enhancing the workflow reporting](https://addepar.com/blog/enhancing-the-workflow-reporting)

- Modified 2026-08-14 — [Publisher sitemap · last modified](https://addepar.com/sitemap.xml)

### [from documents to descisions how ai streamlines the alts lifecycle](https://addepar.com/blog/from-documents-to-descisions-how-ai-streamlines-the-alts-lifecycle)

- Modified 2026-08-14 — [Publisher sitemap · last modified](https://addepar.com/sitemap.xml)

### [from passion to portfolio](https://addepar.com/blog/from-passion-to-portfolio)

- Modified 2026-08-14 — [Publisher sitemap · last modified](https://addepar.com/sitemap.xml)

### [gold standard for alternatives forecasting](https://addepar.com/blog/gold-standard-for-alternatives-forecasting)

- Modified 2026-08-14 — [Publisher sitemap · last modified](https://addepar.com/sitemap.xml)

### [how alts data management frees up time for the back office](https://addepar.com/blog/how-alts-data-management-frees-up-time-for-the-back-office)

- Modified 2026-08-14 — [Publisher sitemap · last modified](https://addepar.com/sitemap.xml)

### [how automation is modernizing the family office](https://addepar.com/blog/how-automation-is-modernizing-the-family-office)

- Modified 2026-08-14 — [Publisher sitemap · last modified](https://addepar.com/sitemap.xml)

### [inside addepar q2 2025](https://addepar.com/blog/inside-addepar-q2-2025)

- Modified 2026-08-14 — [Publisher sitemap · last modified](https://addepar.com/sitemap.xml)

### [inside addepar q3 2025](https://addepar.com/blog/inside-addepar-q3-2025)

- Modified 2026-08-14 — [Publisher sitemap · last modified](https://addepar.com/sitemap.xml)

### [inside addepar q4 2024](https://addepar.com/blog/inside-addepar-q4-2024)

- Modified 2026-08-14 — [Publisher sitemap · last modified](https://addepar.com/sitemap.xml)

### [navigator the power of preparation](https://addepar.com/blog/navigator-the-power-of-preparation)

- Modified 2026-08-14 — [Publisher sitemap · last modified](https://addepar.com/sitemap.xml)

### [private markets new standard old tech](https://addepar.com/blog/private-markets-new-standard-old-tech)

- Modified 2026-08-14 — [Publisher sitemap · last modified](https://addepar.com/sitemap.xml)

### [putting ai inside investment management workflows](https://addepar.com/blog/putting-ai-inside-investment-management-workflows)

- Modified 2026-08-14 — [Publisher sitemap · last modified](https://addepar.com/sitemap.xml)

### [take 5 a conversation with bob miller ceo of pcr](https://addepar.com/blog/take-5-a-conversation-with-bob-miller-ceo-of-pcr)

- Modified 2026-08-14 — [Publisher sitemap · last modified](https://addepar.com/sitemap.xml)

### [take 5 a conversation with raphael haas founder and chief executive officer of melting point solutions](https://addepar.com/blog/take-5-a-conversation-with-raphael-haas-founder-and-chief-executive-officer-of-melting-point-solutions)

- Modified 2026-08-14 — [Publisher sitemap · last modified](https://addepar.com/sitemap.xml)

### [takeaways enterprise summit25](https://addepar.com/blog/takeaways-enterprise-summit25)

- Modified 2026-08-14 — [Publisher sitemap · last modified](https://addepar.com/sitemap.xml)

### [thats a wrap on addeconf24](https://addepar.com/blog/thats-a-wrap-on-addeconf24)

- Modified 2026-08-14 — [Publisher sitemap · last modified](https://addepar.com/sitemap.xml)

### [whos who of addepar avatars](https://addepar.com/blog/whos-who-of-addepar-avatars)

- Modified 2026-08-10 — [Publisher sitemap · last modified](https://addepar.com/sitemap.xml)

### [Meet Addison, your AI partner designed to think with you](https://addepar.com/product-overview/addison)

- Modified 2026-08-06 — [Publisher sitemap · last modified](https://addepar.com/sitemap.xml)

### [addepar office hours business continuity](https://addepar.com/blog/addepar-office-hours-business-continuity)

- Modified 2026-08-05 — [Publisher sitemap · last modified](https://addepar.com/sitemap.xml)

### [addepar powers 9 trillion in assets with data and native ai](https://addepar.com/blog/addepar-powers-9-trillion-in-assets-with-data-and-native-ai)

- Modified 2026-08-05 — [Publisher sitemap · last modified](https://addepar.com/sitemap.xml)

### [building an ai ready organization](https://addepar.com/blog/building-an-ai-ready-organization)

- Modified 2026-08-05 — [Publisher sitemap · last modified](https://addepar.com/sitemap.xml)

### [celebrating womens achievements in wealth management](https://addepar.com/blog/celebrating-womens-achievements-in-wealth-management)

- Modified 2026-08-05 — [Publisher sitemap · last modified](https://addepar.com/sitemap.xml)

### [eric poirier ceo of addepar on lessons from usd6 trillion in assets](https://addepar.com/blog/eric-poirier-ceo-of-addepar-on-lessons-from-usd6-trillion-in-assets)

- Modified 2026-08-05 — [Publisher sitemap · last modified](https://addepar.com/sitemap.xml)

### [five ai trends executives should expect](https://addepar.com/blog/five-ai-trends-executives-should-expect)

- Modified 2026-08-05 — [Publisher sitemap · last modified](https://addepar.com/sitemap.xml)

### [humans in the loop why human oversight still matters in ai](https://addepar.com/blog/humans-in-the-loop-why-human-oversight-still-matters-in-ai)

- Modified 2026-08-05 — [Publisher sitemap · last modified](https://addepar.com/sitemap.xml)

### [inside addepar february 2023](https://addepar.com/blog/inside-addepar-february-2023)

- Modified 2026-08-05 — [Publisher sitemap · last modified](https://addepar.com/sitemap.xml)

### [is ai redefining personalization in the investment and wealth management industry](https://addepar.com/blog/is-ai-redefining-personalization-in-the-investment-and-wealth-management-industry)

- Modified 2026-08-05 — [Publisher sitemap · last modified](https://addepar.com/sitemap.xml)

### [meet addepar tara coakley builds trusted partnerships with high growth clients](https://addepar.com/blog/meet-addepar-tara-coakley-builds-trusted-partnerships-with-high-growth-clients)

- Modified 2026-08-05 — [Publisher sitemap · last modified](https://addepar.com/sitemap.xml)

### [modernizing addepar](https://addepar.com/blog/modernizing-addepar)

- Modified 2026-08-05 — [Publisher sitemap · last modified](https://addepar.com/sitemap.xml)

### [office hours managing risk downturn](https://addepar.com/blog/office-hours-managing-risk-downturn)

- Modified 2026-08-05 — [Publisher sitemap · last modified](https://addepar.com/sitemap.xml)

### [office hours webinar series pt 1](https://addepar.com/blog/office-hours-webinar-series-pt-1)

- Modified 2026-08-05 — [Publisher sitemap · last modified](https://addepar.com/sitemap.xml)

### [onboarding with addepar the first 30 days](https://addepar.com/blog/onboarding-with-addepar-the-first-30-days)

- Modified 2026-08-05 — [Publisher sitemap · last modified](https://addepar.com/sitemap.xml)

### [parents at addepar](https://addepar.com/blog/parents-at-addepar)

- Modified 2026-08-05 — [Publisher sitemap · last modified](https://addepar.com/sitemap.xml)

### [path to dora aligned quality improvement](https://addepar.com/blog/path-to-dora-aligned-quality-improvement)

- Modified 2026-08-05 — [Publisher sitemap · last modified](https://addepar.com/sitemap.xml)

### [quality conversations start with the right technology](https://addepar.com/blog/quality-conversations-start-with-the-right-technology)

- Modified 2026-08-05 — [Publisher sitemap · last modified](https://addepar.com/sitemap.xml)

### [questions executives should ask before adopting ai](https://addepar.com/blog/questions-executives-should-ask-before-adopting-ai)

- Modified 2026-08-05 — [Publisher sitemap · last modified](https://addepar.com/sitemap.xml)

### [report generation scaling with our clients](https://addepar.com/blog/report-generation-scaling-with-our-clients)

- Modified 2026-08-05 — [Publisher sitemap · last modified](https://addepar.com/sitemap.xml)

### [shaping the future together at addeconf25](https://addepar.com/blog/shaping-the-future-together-at-addeconf25)

- Modified 2026-08-05 — [Publisher sitemap · last modified](https://addepar.com/sitemap.xml)

### [simplifying alternatives data management](https://addepar.com/blog/simplifying-alternatives-data-management)

- Modified 2026-08-05 — [Publisher sitemap · last modified](https://addepar.com/sitemap.xml)

### [take 5 a conversation with eric lansky of stonecastle cash management](https://addepar.com/blog/take-5-a-conversation-with-eric-lansky-of-stonecastle-cash-management)

- Modified 2026-08-05 — [Publisher sitemap · last modified](https://addepar.com/sitemap.xml)

### [the new table stakes why ai will be non negotiable in modern financial services](https://addepar.com/blog/the-new-table-stakes-why-ai-will-be-non-negotiable-in-modern-financial-services)

- Modified 2026-08-05 — [Publisher sitemap · last modified](https://addepar.com/sitemap.xml)

### [top 3 tips for moving clients to mobile](https://addepar.com/blog/top-3-tips-for-moving-clients-to-mobile)

- Modified 2026-08-05 — [Publisher sitemap · last modified](https://addepar.com/sitemap.xml)

### [top 5 questions from our national client call](https://addepar.com/blog/top-5-questions-from-our-national-client-call)

- Modified 2026-08-05 — [Publisher sitemap · last modified](https://addepar.com/sitemap.xml)

### [UBS Partners With Addepar and Mirador to Deliver Comprehensive Wealth Analysis and Reporting for Ultra High Net Worth Clients](https://addepar.com/blog/ubs-partners-with-addepar)

- Published 2022-11-16 — [Publisher visible publication date](https://addepar.com/newsroom)
- Modified 2026-08-05 — [Publisher sitemap · last modified](https://addepar.com/sitemap.xml)

### [what does pride mean to you](https://addepar.com/blog/what-does-pride-mean-to-you)

- Modified 2026-08-05 — [Publisher sitemap · last modified](https://addepar.com/sitemap.xml)

### [why billing helps build the foundation of client trust](https://addepar.com/blog/why-billing-helps-build-the-foundation-of-client-trust)

- Modified 2026-08-05 — [Publisher sitemap · last modified](https://addepar.com/sitemap.xml)

### [Don't manage your data, activate it](https://addepar.com/product-overview/adx)

- Modified 2026-08-04 — [Publisher sitemap · last modified](https://addepar.com/sitemap.xml)

### [addepar academy change doesnt have to be so hard](https://addepar.com/blog/addepar-academy-change-doesnt-have-to-be-so-hard)

- Modified 2026-07-31 — [Publisher sitemap · last modified](https://addepar.com/sitemap.xml)

### [bipsync basis point webinar](https://addepar.com/blog/bipsync-basis-point-webinar)

- Modified 2026-07-31 — [Publisher sitemap · last modified](https://addepar.com/sitemap.xml)

### [config based feeds hackathon 2025](https://addepar.com/blog/config-based-feeds-hackathon-2025)

- Modified 2026-07-31 — [Publisher sitemap · last modified](https://addepar.com/sitemap.xml)

### [connecting with the addepar community shannon nanry of align impact](https://addepar.com/blog/connecting-with-the-addepar-community-shannon-nanry-of-align-impact)

- Modified 2026-07-31 — [Publisher sitemap · last modified](https://addepar.com/sitemap.xml)

### [croak capital chooses addepar to enhance client service and operational efficiency](https://addepar.com/blog/croak-capital-chooses-addepar-to-enhance-client-service-and-operational-efficiency)

- Modified 2026-07-31 — [Publisher sitemap · last modified](https://addepar.com/sitemap.xml)

### [exploring ai and innovation at the addepar summit](https://addepar.com/blog/exploring-ai-and-innovation-at-the-addepar-summit)

- Modified 2026-07-31 — [Publisher sitemap · last modified](https://addepar.com/sitemap.xml)

### [gentrust saves time and resources](https://addepar.com/blog/gentrust-saves-time-and-resources)

- Modified 2026-07-31 — [Publisher sitemap · last modified](https://addepar.com/sitemap.xml)

### [hackathon 2025](https://addepar.com/blog/hackathon-2025)

- Modified 2026-07-31 — [Publisher sitemap · last modified](https://addepar.com/sitemap.xml)

### [how rias are navigating costs and cultural fit](https://addepar.com/blog/how-rias-are-navigating-costs-and-cultural-fit)

- Modified 2026-07-31 — [Publisher sitemap · last modified](https://addepar.com/sitemap.xml)

### [how we re building a faster smarter addepar](https://addepar.com/blog/how-we-re-building-a-faster-smarter-addepar)

- Modified 2026-07-31 — [Publisher sitemap · last modified](https://addepar.com/sitemap.xml)

### [inaugural ria technology discovery week](https://addepar.com/blog/inaugural-ria-technology-discovery-week)

- Modified 2026-07-31 — [Publisher sitemap · last modified](https://addepar.com/sitemap.xml)

### [insights from the first addepar summit](https://addepar.com/blog/insights-from-the-first-addepar-summit)

- Modified 2026-07-31 — [Publisher sitemap · last modified](https://addepar.com/sitemap.xml)

### [insights with privatefundbenchmarks](https://addepar.com/blog/insights-with-privatefundbenchmarks)

- Modified 2026-07-31 — [Publisher sitemap · last modified](https://addepar.com/sitemap.xml)

### [introducing the addepar investor sentiment index](https://addepar.com/blog/introducing-the-addepar-investor-sentiment-index)

- Modified 2026-07-31 — [Publisher sitemap · last modified](https://addepar.com/sitemap.xml)

### [meet addepar kendall preusch](https://addepar.com/blog/meet-addepar-kendall-preusch)

- Modified 2026-07-31 — [Publisher sitemap · last modified](https://addepar.com/sitemap.xml)

### [meet addepar travis larsen](https://addepar.com/blog/meet-addepar-travis-larsen)

- Modified 2026-07-31 — [Publisher sitemap · last modified](https://addepar.com/sitemap.xml)

### [meet five addepar 2022 summer interns](https://addepar.com/blog/meet-five-addepar-2022-summer-interns)

- Modified 2026-07-31 — [Publisher sitemap · last modified](https://addepar.com/sitemap.xml)

### [structuring effective engineering teams a must read for tech leaders](https://addepar.com/blog/structuring-effective-engineering-teams-a-must-read-for-tech-leaders)

- Modified 2026-07-31 — [Publisher sitemap · last modified](https://addepar.com/sitemap.xml)

### [the art of technical translation](https://addepar.com/blog/the-art-of-technical-translation)

- Modified 2026-07-31 — [Publisher sitemap · last modified](https://addepar.com/sitemap.xml)

### [the financial graph](https://addepar.com/blog/the-financial-graph)

- Modified 2026-07-31 — [Publisher sitemap · last modified](https://addepar.com/sitemap.xml)

### [3 ways firms use addepar data exchange](https://addepar.com/blog/3-ways-firms-use-addepar-data-exchange)

- Modified 2026-07-29 — [Publisher sitemap · last modified](https://addepar.com/sitemap.xml)

### [a new data foundation for modern investment firms](https://addepar.com/blog/a-new-data-foundation-for-modern-investment-firms)

- Modified 2026-07-29 — [Publisher sitemap · last modified](https://addepar.com/sitemap.xml)

### [addepar data exchange unifying data across the financial landscape](https://addepar.com/blog/addepar-data-exchange-unifying-data-across-the-financial-landscape)

- Modified 2026-07-29 — [Publisher sitemap · last modified](https://addepar.com/sitemap.xml)

### [ai is only as good as your data](https://addepar.com/blog/ai-is-only-as-good-as-your-data)

- Modified 2026-07-29 — [Publisher sitemap · last modified](https://addepar.com/sitemap.xml)

### [inside addepar q1 2026](https://addepar.com/blog/inside-addepar-q1-2026)

- Modified 2026-07-29 — [Publisher sitemap · last modified](https://addepar.com/sitemap.xml)

### [introducing redflag using ai to scale addepar s offensive security team](https://addepar.com/blog/introducing-redflag-using-ai-to-scale-addepar-s-offensive-security-team)

- Modified 2026-07-29 — [Publisher sitemap · last modified](https://addepar.com/sitemap.xml)

### [key takeaways from addeconf26 that you can use today](https://addepar.com/blog/key-takeaways-from-addeconf26-that-you-can-use-today)

- Modified 2026-07-29 — [Publisher sitemap · last modified](https://addepar.com/sitemap.xml)

### [naming our ai assistant addison](https://addepar.com/blog/naming-our-ai-assistant-addison)

- Modified 2026-07-29 — [Publisher sitemap · last modified](https://addepar.com/sitemap.xml)

### [platform demo day edinburgh](https://addepar.com/blog/platform-demo-day-edinburgh)

- Modified 2026-07-29 — [Publisher sitemap · last modified](https://addepar.com/sitemap.xml)

### [the limitations of ai start with data](https://addepar.com/blog/the-limitations-of-ai-start-with-data)

- Modified 2026-07-29 — [Publisher sitemap · last modified](https://addepar.com/sitemap.xml)

### [winning clients faster in the age of ai](https://addepar.com/blog/winning-clients-faster-in-the-age-of-ai)

- Modified 2026-07-29 — [Publisher sitemap · last modified](https://addepar.com/sitemap.xml)

### [Clients](https://addepar.com/clients)

- Modified 2026-07-29 — [Publisher sitemap · last modified](https://addepar.com/sitemap.xml)

### [careers](https://addepar.com/careers)

- Modified 2026-07-21 — [Publisher sitemap · last modified](https://addepar.com/sitemap.xml)

### [aite matrix ria portfolio management and reporting systems](https://addepar.com/aite-matrix-ria-portfolio-management-and-reporting-systems)

- Modified 2026-07-20 — [Publisher sitemap · last modified](https://addepar.com/sitemap.xml)

### [adapting for growth](https://addepar.com/blog/adapting-for-growth)

- Modified 2026-07-20 — [Publisher sitemap · last modified](https://addepar.com/sitemap.xml)

### [addepar acquires altx to double down on high growth alternatives market](https://addepar.com/blog/addepar-acquires-altx-to-double-down-on-high-growth-alternatives-market)

- Modified 2026-07-20 — [Publisher sitemap · last modified](https://addepar.com/sitemap.xml)

### [addepar announces record third quarter performance expands leadership team](https://addepar.com/blog/addepar-announces-record-third-quarter-performance-expands-leadership-team)

- Modified 2026-07-20 — [Publisher sitemap · last modified](https://addepar.com/sitemap.xml)

### [addepar deepens integration with schwab joins openview gateway](https://addepar.com/blog/addepar-deepens-integration-with-schwab-joins-openview-gateway)

- Modified 2026-07-20 — [Publisher sitemap · last modified](https://addepar.com/sitemap.xml)

### [addepar doubles down on service offering and expands senior services leadership to enable diversifying client base](https://addepar.com/blog/addepar-doubles-down-on-service-offering-and-expands-senior-services-leadership-to-enable-diversifying-client-base)

- Modified 2026-07-20 — [Publisher sitemap · last modified](https://addepar.com/sitemap.xml)

### [addepar expands leadership team following record growth](https://addepar.com/blog/addepar-expands-leadership-team-following-record-growth)

- Modified 2026-07-20 — [Publisher sitemap · last modified](https://addepar.com/sitemap.xml)

### [addepar expands management team with appointment of chief executive officer president and chief operating officer](https://addepar.com/blog/addepar-expands-management-team-with-appointment-of-chief-executive-officer-president-and-chief-operating-officer)

- Modified 2026-07-20 — [Publisher sitemap · last modified](https://addepar.com/sitemap.xml)

### [addepar hosts record breaking coding contest with hackerrank](https://addepar.com/blog/addepar-hosts-record-breaking-coding-contest-with-hackerrank)

- Modified 2026-07-20 — [Publisher sitemap · last modified](https://addepar.com/sitemap.xml)

### [addepar named one of fast companys most innovative companies](https://addepar.com/blog/addepar-named-one-of-fast-companys-most-innovative-companies)

- Modified 2026-07-20 — [Publisher sitemap · last modified](https://addepar.com/sitemap.xml)

### [addepar names jeff ramseyer to lead global sales](https://addepar.com/blog/addepar-names-jeff-ramseyer-to-lead-global-sales)

- Modified 2026-07-20 — [Publisher sitemap · last modified](https://addepar.com/sitemap.xml)

### [addepar raises usd140 million to build first unified platform for the financial world](https://addepar.com/blog/addepar-raises-usd140-million-to-build-first-unified-platform-for-the-financial-world)

- Modified 2026-07-20 — [Publisher sitemap · last modified](https://addepar.com/sitemap.xml)

### [addepar raises usd50m in series c financing](https://addepar.com/blog/addepar-raises-usd50m-in-series-c-financing)

- Modified 2026-07-20 — [Publisher sitemap · last modified](https://addepar.com/sitemap.xml)

### [addepar recognized by morgan stanley with fintech award at firms annual fintech summit](https://addepar.com/blog/addepar-recognized-by-morgan-stanley-with-fintech-award-at-firms-annual-fintech-summit)

- Modified 2026-07-20 — [Publisher sitemap · last modified](https://addepar.com/sitemap.xml)

### [addepar strengthens leadership bench hires industry veterans](https://addepar.com/blog/addepar-strengthens-leadership-bench-hires-industry-veterans)

- Modified 2026-07-20 — [Publisher sitemap · last modified](https://addepar.com/sitemap.xml)

### [addepar surpasses usd1 trillion in assets on its platform](https://addepar.com/blog/addepar-surpasses-usd1-trillion-in-assets-on-its-platform)

- Modified 2026-07-20 — [Publisher sitemap · last modified](https://addepar.com/sitemap.xml)

### [addepar surpasses usd500 billion in assets and opens platform api for integrations](https://addepar.com/blog/addepar-surpasses-usd500-billion-in-assets-and-opens-platform-api-for-integrations)

- Modified 2026-07-20 — [Publisher sitemap · last modified](https://addepar.com/sitemap.xml)

### [addepars growth accelerates marked by altx acquisition and usd140 million funding round in q2](https://addepar.com/blog/addepars-growth-accelerates-marked-by-altx-acquisition-and-usd140-million-funding-round-in-q2)

- Modified 2026-07-20 — [Publisher sitemap · last modified](https://addepar.com/sitemap.xml)

### [Leading Investment Management Technology Company Delivers Advanced Platform Trusted by More Than 100 Clients Who Manage $300+ Billion in Assets](https://addepar.com/blog/addepars-new-release-brings-investment-management-into-the-21st-century)

- Modified 2026-07-20 — [Publisher sitemap · last modified](https://addepar.com/sitemap.xml)
- Published 2015-04-21 — [Publisher page metadata](https://addepar.com/blog/addepars-new-release-brings-investment-management-into-the-21st-century)

### [aite matrix ria portfolio management and reporting systems](https://addepar.com/blog/aite-matrix-ria-portfolio-management-and-reporting-systems)

- Modified 2026-07-20 — [Publisher sitemap · last modified](https://addepar.com/sitemap.xml)

### [cto sessions ruchir swarup addepar](https://addepar.com/blog/cto-sessions-ruchir-swarup-addepar)

- Modified 2026-07-20 — [Publisher sitemap · last modified](https://addepar.com/sitemap.xml)

### [inside addepar march 2023](https://addepar.com/blog/inside-addepar-march-2023)

- Modified 2026-07-20 — [Publisher sitemap · last modified](https://addepar.com/sitemap.xml)

### [inside addepar october 2022](https://addepar.com/blog/inside-addepar-october-2022)

- Modified 2026-07-20 — [Publisher sitemap · last modified](https://addepar.com/sitemap.xml)

### [measuring product success](https://addepar.com/blog/measuring-product-success)

- Modified 2026-07-20 — [Publisher sitemap · last modified](https://addepar.com/sitemap.xml)

### [morgan stanley partners with addepar to bring innovative platform to private wealth management](https://addepar.com/blog/morgan-stanley-partners-with-addepar-to-bring-innovative-platform-to-private-wealth-management)

- Modified 2026-07-20 — [Publisher sitemap · last modified](https://addepar.com/sitemap.xml)

### [rbc wealth management u s transforms portfolio aggregation and reporting for advisors with addepar](https://addepar.com/blog/rbc-wealth-management-u-s-transforms-portfolio-aggregation-and-reporting-for-advisors-with-addepar)

- Modified 2026-07-20 — [Publisher sitemap · last modified](https://addepar.com/sitemap.xml)

### [3 capital partners](https://addepar.com/case-studies/3-capital-partners)

- Modified 2026-07-20 — [Publisher sitemap · last modified](https://addepar.com/sitemap.xml)

### [activest wealth management](https://addepar.com/case-studies/activest-wealth-management)

- Modified 2026-07-20 — [Publisher sitemap · last modified](https://addepar.com/sitemap.xml)

### [bird and bee](https://addepar.com/case-studies/bird-and-bee)

- Modified 2026-07-20 — [Publisher sitemap · last modified](https://addepar.com/sitemap.xml)

### [blue oak capital llc](https://addepar.com/case-studies/blue-oak-capital-llc)

- Modified 2026-07-20 — [Publisher sitemap · last modified](https://addepar.com/sitemap.xml)

### [cdr](https://addepar.com/case-studies/cdr)

- Modified 2026-07-20 — [Publisher sitemap · last modified](https://addepar.com/sitemap.xml)

### [gm advisory group](https://addepar.com/case-studies/gm-advisory-group)

- Modified 2026-07-20 — [Publisher sitemap · last modified](https://addepar.com/sitemap.xml)

### [jefferies](https://addepar.com/case-studies/jefferies)

- Modified 2026-07-20 — [Publisher sitemap · last modified](https://addepar.com/sitemap.xml)

### [laird norton wetherby](https://addepar.com/case-studies/laird-norton-wetherby)

- Modified 2026-07-20 — [Publisher sitemap · last modified](https://addepar.com/sitemap.xml)

### [legacy knight](https://addepar.com/case-studies/legacy-knight)

- Modified 2026-07-20 — [Publisher sitemap · last modified](https://addepar.com/sitemap.xml)

### [lobnek wealth management](https://addepar.com/case-studies/lobnek-wealth-management)

- Modified 2026-07-20 — [Publisher sitemap · last modified](https://addepar.com/sitemap.xml)

### [makena capital management](https://addepar.com/case-studies/makena-capital-management)

- Modified 2026-07-20 — [Publisher sitemap · last modified](https://addepar.com/sitemap.xml)

### [meyer handelman company](https://addepar.com/case-studies/meyer-handelman-company)

- Modified 2026-07-20 — [Publisher sitemap · last modified](https://addepar.com/sitemap.xml)

### [modum private wealth](https://addepar.com/case-studies/modum-private-wealth)

- Modified 2026-07-20 — [Publisher sitemap · last modified](https://addepar.com/sitemap.xml)

### [pagnatokarp](https://addepar.com/case-studies/pagnatokarp)

- Modified 2026-07-20 — [Publisher sitemap · last modified](https://addepar.com/sitemap.xml)

### [papo group](https://addepar.com/case-studies/papo-group)

- Modified 2026-07-20 — [Publisher sitemap · last modified](https://addepar.com/sitemap.xml)

### [patrimonica](https://addepar.com/case-studies/patrimonica)

- Modified 2026-07-20 — [Publisher sitemap · last modified](https://addepar.com/sitemap.xml)

### [sage mountain advisors](https://addepar.com/case-studies/sage-mountain-advisors)

- Modified 2026-07-20 — [Publisher sitemap · last modified](https://addepar.com/sitemap.xml)

### [saranac partners](https://addepar.com/case-studies/saranac-partners)

- Modified 2026-07-20 — [Publisher sitemap · last modified](https://addepar.com/sitemap.xml)

### [stone temple partners](https://addepar.com/case-studies/stone-temple-partners)

- Modified 2026-07-20 — [Publisher sitemap · last modified](https://addepar.com/sitemap.xml)

### [three bridge wealth advisors](https://addepar.com/case-studies/three-bridge-wealth-advisors)

- Modified 2026-07-20 — [Publisher sitemap · last modified](https://addepar.com/sitemap.xml)

### [tiedemann advisors](https://addepar.com/case-studies/tiedemann-advisors)

- Modified 2026-07-20 — [Publisher sitemap · last modified](https://addepar.com/sitemap.xml)

### [venturi private wealth](https://addepar.com/case-studies/venturi-private-wealth)

- Modified 2026-07-20 — [Publisher sitemap · last modified](https://addepar.com/sitemap.xml)

### [services](https://addepar.com/services)

- Modified 2026-07-20 — [Publisher sitemap · last modified](https://addepar.com/sitemap.xml)

### [pune](https://addepar.com/offices/pune)

- Modified 2026-07-17 — [Publisher sitemap · last modified](https://addepar.com/sitemap.xml)

### [financial advisor tools](https://addepar.com/blog/financial-advisor-tools)

- Modified 2026-07-14 — [Publisher sitemap · last modified](https://addepar.com/sitemap.xml)

### [inside addepar april 2023](https://addepar.com/blog/inside-addepar-april-2023)

- Modified 2026-07-14 — [Publisher sitemap · last modified](https://addepar.com/sitemap.xml)

### [inside addepar august 2023](https://addepar.com/blog/inside-addepar-august-2023)

- Modified 2026-07-14 — [Publisher sitemap · last modified](https://addepar.com/sitemap.xml)

### [inside addepar december 2022](https://addepar.com/blog/inside-addepar-december-2022)

- Modified 2026-07-14 — [Publisher sitemap · last modified](https://addepar.com/sitemap.xml)

### [inside addepar may 2023](https://addepar.com/blog/inside-addepar-may-2023)

- Modified 2026-07-14 — [Publisher sitemap · last modified](https://addepar.com/sitemap.xml)

### [inside addepar october 2023](https://addepar.com/blog/inside-addepar-october-2023)

- Modified 2026-07-14 — [Publisher sitemap · last modified](https://addepar.com/sitemap.xml)

### [inside addepar q1 2025](https://addepar.com/blog/inside-addepar-q1-2025)

- Modified 2026-07-14 — [Publisher sitemap · last modified](https://addepar.com/sitemap.xml)

### [inside addepar q3 2024](https://addepar.com/blog/inside-addepar-q3-2024)

- Modified 2026-07-14 — [Publisher sitemap · last modified](https://addepar.com/sitemap.xml)

### [inside addepar q4 2025](https://addepar.com/blog/inside-addepar-q4-2025)

- Modified 2026-07-14 — [Publisher sitemap · last modified](https://addepar.com/sitemap.xml)

### [inside addepar september 2023](https://addepar.com/blog/inside-addepar-september-2023)

- Modified 2026-07-14 — [Publisher sitemap · last modified](https://addepar.com/sitemap.xml)

### [investor sentiment index pandemic](https://addepar.com/blog/investor-sentiment-index-pandemic)

- Modified 2026-07-14 — [Publisher sitemap · last modified](https://addepar.com/sitemap.xml)

### [manage complex alts investments](https://addepar.com/blog/manage-complex-alts-investments)

- Modified 2026-07-14 — [Publisher sitemap · last modified](https://addepar.com/sitemap.xml)

### [meet the team melissa gundling](https://addepar.com/blog/meet-the-team-melissa-gundling)

- Modified 2026-07-14 — [Publisher sitemap · last modified](https://addepar.com/sitemap.xml)

### [navigating tech transformation enterprise firms](https://addepar.com/blog/navigating-tech-transformation-enterprise-firms)

- Modified 2026-07-14 — [Publisher sitemap · last modified](https://addepar.com/sitemap.xml)

### [private banks unlock full potential alternatives modern wealth](https://addepar.com/blog/private-banks-unlock-full-potential-alternatives-modern-wealth)

- Modified 2026-07-14 — [Publisher sitemap · last modified](https://addepar.com/sitemap.xml)

### [advisor q and a attracting and retaining top talent](https://addepar.com/blog/advisor-q-and-a-attracting-and-retaining-top-talent)

- Modified 2026-06-18 — [Publisher sitemap · last modified](https://addepar.com/sitemap.xml)

### [advisor q and a technology elevating client engagement](https://addepar.com/blog/advisor-q-and-a-technology-elevating-client-engagement)

- Modified 2026-06-18 — [Publisher sitemap · last modified](https://addepar.com/sitemap.xml)

### [inside addepar q1 2024](https://addepar.com/blog/inside-addepar-q1-2024)

- Modified 2026-06-17 — [Publisher sitemap · last modified](https://addepar.com/sitemap.xml)

### [fund managers](https://addepar.com/institutions/fund-managers)

- Modified 2026-06-16 — [Publisher sitemap · last modified](https://addepar.com/sitemap.xml)

### [win in acquisitions with a unified platform](https://addepar.com/blog/win-in-acquisitions-with-a-unified-platform)

- Modified 2026-06-04 — [Publisher sitemap · last modified](https://addepar.com/sitemap.xml)

### [gleneagles group](https://addepar.com/case-studies/gleneagles-group)

- Modified 2026-05-13 — [Publisher sitemap · last modified](https://addepar.com/sitemap.xml)

### [insights from asia wealth leaders](https://addepar.com/blog/insights-from-asia-wealth-leaders)

- Modified 2026-04-30 — [Publisher sitemap · last modified](https://addepar.com/sitemap.xml)

### [crescent grove advisors](https://addepar.com/case-studies/crescent-grove-advisors)

- Modified 2026-04-30 — [Publisher sitemap · last modified](https://addepar.com/sitemap.xml)

### [dynasty financial partners](https://addepar.com/case-studies/dynasty-financial-partners)

- Modified 2026-04-30 — [Publisher sitemap · last modified](https://addepar.com/sitemap.xml)

### [client portal email experience hackathon 2025](https://addepar.com/blog/client-portal-email-experience-hackathon-2025)

- Modified 2026-04-23 — [Publisher sitemap · last modified](https://addepar.com/sitemap.xml)

### [client spotlight baker tilly](https://addepar.com/blog/client-spotlight-baker-tilly)

- Modified 2026-04-23 — [Publisher sitemap · last modified](https://addepar.com/sitemap.xml)

### [contextual audit log hackathon 2025](https://addepar.com/blog/contextual-audit-log-hackathon-2025)

- Modified 2026-04-23 — [Publisher sitemap · last modified](https://addepar.com/sitemap.xml)

### [inside addepar june 2023](https://addepar.com/blog/inside-addepar-june-2023)

- Modified 2026-04-22 — [Publisher sitemap · last modified](https://addepar.com/sitemap.xml)

### [partners](https://addepar.com/partners)

- Modified 2026-04-22 — [Publisher sitemap · last modified](https://addepar.com/sitemap.xml)

### [boreal capital management](https://addepar.com/case-studies/boreal-capital-management)

- Modified 2026-04-21 — [Publisher sitemap · last modified](https://addepar.com/sitemap.xml)

### [cam capital](https://addepar.com/case-studies/cam-capital)

- Modified 2026-04-21 — [Publisher sitemap · last modified](https://addepar.com/sitemap.xml)

### [cherry creek family offices](https://addepar.com/case-studies/cherry-creek-family-offices)

- Modified 2026-04-21 — [Publisher sitemap · last modified](https://addepar.com/sitemap.xml)

### [fremont group](https://addepar.com/case-studies/fremont-group)

- Modified 2026-04-21 — [Publisher sitemap · last modified](https://addepar.com/sitemap.xml)

### [ruwenzori invest](https://addepar.com/case-studies/ruwenzori-invest)

- Modified 2026-04-21 — [Publisher sitemap · last modified](https://addepar.com/sitemap.xml)

### [three bell capital](https://addepar.com/case-studies/three-bell-capital)

- Modified 2026-04-21 — [Publisher sitemap · last modified](https://addepar.com/sitemap.xml)

### [we family offices](https://addepar.com/case-studies/we-family-offices)

- Modified 2026-04-21 — [Publisher sitemap · last modified](https://addepar.com/sitemap.xml)

### [winthrop wealth](https://addepar.com/case-studies/winthrop-wealth)

- Modified 2026-04-21 — [Publisher sitemap · last modified](https://addepar.com/sitemap.xml)

### [inside addepar november 2023](https://addepar.com/blog/inside-addepar-november-2023)

- Modified 2026-04-20 — [Publisher sitemap · last modified](https://addepar.com/sitemap.xml)

### [standing taller on a platform](https://addepar.com/blog/standing-taller-on-a-platform)

- Modified 2026-04-13 — [Publisher sitemap · last modified](https://addepar.com/sitemap.xml)

### [addepar acquires advisorpeak](https://addepar.com/blog/addepar-acquires-advisorpeak)

- Modified 2026-03-13 — [Publisher sitemap · last modified](https://addepar.com/sitemap.xml)

### [embracing jooq for database precision and speed at scale](https://addepar.com/blog/embracing-jooq-for-database-precision-and-speed-at-scale)

- Modified 2026-03-12 — [Publisher sitemap · last modified](https://addepar.com/sitemap.xml)

### [addepar joins the open cap table](https://addepar.com/blog/addepar-joins-the-open-cap-table)

- Modified 2026-02-26 — [Publisher sitemap · last modified](https://addepar.com/sitemap.xml)

### [addepar s data transformation journey becoming a data centric company](https://addepar.com/blog/addepar-s-data-transformation-journey-becoming-a-data-centric-company)

- Modified 2026-02-23 — [Publisher sitemap · last modified](https://addepar.com/sitemap.xml)

### [supporting trillions in assets via schema partitioning](https://addepar.com/blog/supporting-trillions-in-assets-via-schema-partitioning)

- Modified 2026-02-20 — [Publisher sitemap · last modified](https://addepar.com/sitemap.xml)

### [ria organic inorganic growth strategies](https://addepar.com/blog/ria-organic-inorganic-growth-strategies)

- Modified 2026-02-18 — [Publisher sitemap · last modified](https://addepar.com/sitemap.xml)

### [rajiv sharma drives investor insights with portfolio projections](https://addepar.com/blog/rajiv-sharma-drives-investor-insights-with-portfolio-projections)

- Modified 2025-11-04 — [Publisher sitemap · last modified](https://addepar.com/sitemap.xml)

### [modernization is a mindset](https://addepar.com/blog/modernization-is-a-mindset)

- Modified 2025-10-03 — [Publisher sitemap · last modified](https://addepar.com/sitemap.xml)

### [plan with confidence how investors gain forward looking clarity](https://addepar.com/blog/plan-with-confidence-how-investors-gain-forward-looking-clarity)

- Modified 2025-09-29 — [Publisher sitemap · last modified](https://addepar.com/sitemap.xml)

### [reclaim time upgrade legacy systems](https://addepar.com/blog/reclaim-time-upgrade-legacy-systems)

- Modified 2025-09-08 — [Publisher sitemap · last modified](https://addepar.com/sitemap.xml)

### [client spotlight callan family office](https://addepar.com/blog/client-spotlight-callan-family-office)

- Modified 2025-09-03 — [Publisher sitemap · last modified](https://addepar.com/sitemap.xml)

### [growth of uae family offices](https://addepar.com/blog/growth-of-uae-family-offices)

- Modified 2025-09-03 — [Publisher sitemap · last modified](https://addepar.com/sitemap.xml)

### [a conversation with adrian johnstone](https://addepar.com/blog/a-conversation-with-adrian-johnstone)

- Modified 2025-08-11 — [Publisher sitemap · last modified](https://addepar.com/sitemap.xml)

### [addepar affirms dominance](https://addepar.com/blog/addepar-affirms-dominance)

- Modified 2025-08-11 — [Publisher sitemap · last modified](https://addepar.com/sitemap.xml)

### [black history month](https://addepar.com/blog/black-history-month)

- Modified 2025-08-11 — [Publisher sitemap · last modified](https://addepar.com/sitemap.xml)

### [community nicole sager](https://addepar.com/blog/community-nicole-sager)

- Modified 2025-08-11 — [Publisher sitemap · last modified](https://addepar.com/sitemap.xml)

### [confidence executing](https://addepar.com/blog/confidence-executing)

- Modified 2025-08-11 — [Publisher sitemap · last modified](https://addepar.com/sitemap.xml)

### [enabling advisor capacity](https://addepar.com/blog/enabling-advisor-capacity)

- Modified 2025-08-11 — [Publisher sitemap · last modified](https://addepar.com/sitemap.xml)

### [financial planning integrations](https://addepar.com/blog/financial-planning-integrations)

- Modified 2025-08-11 — [Publisher sitemap · last modified](https://addepar.com/sitemap.xml)

### [juneteenth](https://addepar.com/blog/juneteenth)

- Modified 2025-08-11 — [Publisher sitemap · last modified](https://addepar.com/sitemap.xml)

### [meet addepar board member juan sabater](https://addepar.com/blog/meet-addepar-board-member-juan-sabater)

- Modified 2025-08-11 — [Publisher sitemap · last modified](https://addepar.com/sitemap.xml)

### [ria client advisory board](https://addepar.com/blog/ria-client-advisory-board)

- Modified 2025-08-11 — [Publisher sitemap · last modified](https://addepar.com/sitemap.xml)

### [womens history month](https://addepar.com/blog/womens-history-month)

- Modified 2025-08-11 — [Publisher sitemap · last modified](https://addepar.com/sitemap.xml)

### [10 years in reflecting on a decade](https://addepar.com/blog/10-years-in-reflecting-on-a-decade)

- Modified 2025-07-03 — [Publisher sitemap · last modified](https://addepar.com/sitemap.xml)

### [5 tips to grow your firm](https://addepar.com/blog/5-tips-to-grow-your-firm)

- Modified 2025-07-03 — [Publisher sitemap · last modified](https://addepar.com/sitemap.xml)

### [addekids day](https://addepar.com/blog/addekids-day)

- Modified 2025-07-03 — [Publisher sitemap · last modified](https://addepar.com/sitemap.xml)

### [addepar community tom nicholson](https://addepar.com/blog/addepar-community-tom-nicholson)

- Modified 2025-07-03 — [Publisher sitemap · last modified](https://addepar.com/sitemap.xml)

### [addepar product management intern](https://addepar.com/blog/addepar-product-management-intern)

- Modified 2025-07-03 — [Publisher sitemap · last modified](https://addepar.com/sitemap.xml)

### [client spotlight view capital](https://addepar.com/blog/client-spotlight-view-capital)

- Modified 2025-07-03 — [Publisher sitemap · last modified](https://addepar.com/sitemap.xml)

### [how i knew addepar was for me](https://addepar.com/blog/how-i-knew-addepar-was-for-me)

- Modified 2025-07-03 — [Publisher sitemap · last modified](https://addepar.com/sitemap.xml)

### [innovate with ria fintech](https://addepar.com/blog/innovate-with-ria-fintech)

- Modified 2025-07-03 — [Publisher sitemap · last modified](https://addepar.com/sitemap.xml)

### [leading with purpose](https://addepar.com/blog/leading-with-purpose)

- Modified 2025-07-03 — [Publisher sitemap · last modified](https://addepar.com/sitemap.xml)

### [managing alternative investments in a changing landscape](https://addepar.com/blog/managing-alternative-investments-in-a-changing-landscape)

- Modified 2025-07-03 — [Publisher sitemap · last modified](https://addepar.com/sitemap.xml)

### [meet the team jijoe vurghese](https://addepar.com/blog/meet-the-team-jijoe-vurghese)

- Modified 2025-07-03 — [Publisher sitemap · last modified](https://addepar.com/sitemap.xml)

### [meet the team sairam suresh](https://addepar.com/blog/meet-the-team-sairam-suresh)

- Modified 2025-07-03 — [Publisher sitemap · last modified](https://addepar.com/sitemap.xml)

### [meet the team tamar weseley](https://addepar.com/blog/meet-the-team-tamar-weseley)

- Modified 2025-07-03 — [Publisher sitemap · last modified](https://addepar.com/sitemap.xml)

### [what sets the next generation firm apart](https://addepar.com/blog/what-sets-the-next-generation-firm-apart)

- Modified 2025-07-03 — [Publisher sitemap · last modified](https://addepar.com/sitemap.xml)

### [emea wealth transfer](https://addepar.com/blog/emea-wealth-transfer)

- Modified 2025-06-25 — [Publisher sitemap · last modified](https://addepar.com/sitemap.xml)

### [jamie signorile helps global banks and asset allocators](https://addepar.com/blog/jamie-signorile-helps-global-banks-and-asset-allocators)

- Modified 2025-06-16 — [Publisher sitemap · last modified](https://addepar.com/sitemap.xml)

### [faster cheaper and altogether better](https://addepar.com/blog/faster-cheaper-and-altogether-better)

- Modified 2025-04-22 — [Publisher sitemap · last modified](https://addepar.com/sitemap.xml)

### [effective observability](https://addepar.com/blog/effective-observability)

- Modified 2025-04-07 — [Publisher sitemap · last modified](https://addepar.com/sitemap.xml)

### [transparency and clarity to alternatives](https://addepar.com/blog/transparency-and-clarity-to-alternatives)

- Modified 2025-02-19 — [Publisher sitemap · last modified](https://addepar.com/sitemap.xml)

### [five ways to simplify tax prep](https://addepar.com/blog/five-ways-to-simplify-tax-prep)

- Modified 2025-01-16 — [Publisher sitemap · last modified](https://addepar.com/sitemap.xml)

### [meet the team delisha grant vp general counsel](https://addepar.com/blog/meet-the-team-delisha-grant-vp-general-counsel)

- Modified 2024-10-16 — [Publisher sitemap · last modified](https://addepar.com/sitemap.xml)

### [london office expands addepar s european footprint](https://addepar.com/blog/london-office-expands-addepar-s-european-footprint)

- Modified 2024-08-05 — [Publisher sitemap · last modified](https://addepar.com/sitemap.xml)

### [designing for private wealth management building simple products for complex portfolios](https://addepar.com/blog/designing-for-private-wealth-management-building-simple-products-for-complex-portfolios)

- Modified 2024-08-01 — [Publisher sitemap · last modified](https://addepar.com/sitemap.xml)

### [how to keep your data safe and secure](https://addepar.com/blog/how-to-keep-your-data-safe-and-secure)

- Modified 2024-08-01 — [Publisher sitemap · last modified](https://addepar.com/sitemap.xml)

### [a conversation with liesel pritzker simmons blue haven initiative co founder and principal](https://addepar.com/blog/a-conversation-with-liesel-pritzker-simmons-blue-haven-initiative-co-founder-and-principal)

- Modified 2024-07-29 — [Publisher sitemap · last modified](https://addepar.com/sitemap.xml)

### [inside addepar december 2023](https://addepar.com/blog/inside-addepar-december-2023)

- Modified 2024-06-11 — [Publisher sitemap · last modified](https://addepar.com/sitemap.xml)

### [transparent portfolio query performance](https://addepar.com/blog/transparent-portfolio-query-performance)

- Modified 2024-06-04 — [Publisher sitemap · last modified](https://addepar.com/sitemap.xml)

### [simplifying the tech stack with addepar integration center](https://addepar.com/blog/simplifying-the-tech-stack-with-addepar-integration-center)

- Modified 2024-06-03 — [Publisher sitemap · last modified](https://addepar.com/sitemap.xml)

### [future view addepar acquires rci to help clients make better investment decisions](https://addepar.com/blog/future-view-addepar-acquires-rci-to-help-clients-make-better-investment-decisions)

- Modified 2024-05-22 — [Publisher sitemap · last modified](https://addepar.com/sitemap.xml)

### [addepar firms saving time reinvesting in client relationships with the flexibility and automation of the addepar platform](https://addepar.com/blog/addepar-firms-saving-time-reinvesting-in-client-relationships-with-the-flexibility-and-automation-of-the-addepar-platform)

- Modified 2023-12-05 — [Publisher sitemap · last modified](https://addepar.com/sitemap.xml)

### [addepar welcomes abhimanyu prabhavalkar head of addepar india](https://addepar.com/blog/addepar-welcomes-abhimanyu-prabhavalkar-head-of-addepar-india)

- Modified 2023-10-10 — [Publisher sitemap · last modified](https://addepar.com/sitemap.xml)

### [addeconf23 where developers and visionaries join forces](https://addepar.com/blog/addeconf23-where-developers-and-visionaries-join-forces)

- Modified 2023-07-11 — [Publisher sitemap · last modified](https://addepar.com/sitemap.xml)

### [addepar research empowering investment decisions that can improve performance](https://addepar.com/blog/addepar-research-empowering-investment-decisions-that-can-improve-performance)

- Modified 2023-05-16 — [Publisher sitemap · last modified](https://addepar.com/sitemap.xml)

### [rbc wealth management chooses addepar](https://addepar.com/blog/rbc-wealth-management-chooses-addepar)

- Modified 2023-04-27 — [Publisher sitemap · last modified](https://addepar.com/sitemap.xml)

### [charting a path to future outcomes](https://addepar.com/blog/charting-a-path-to-future-outcomes)

- Modified 2023-03-23 — [Publisher sitemap · last modified](https://addepar.com/sitemap.xml)

### [addepar expands to india with new office in pune](https://addepar.com/blog/addepar-expands-to-india-with-new-office-in-pune)

- Modified 2023-03-15 — [Publisher sitemap · last modified](https://addepar.com/sitemap.xml)

### [test drive innovation without business disruption using sandbox](https://addepar.com/blog/test-drive-innovation-without-business-disruption-using-sandbox)

- Modified 2023-02-28 — [Publisher sitemap · last modified](https://addepar.com/sitemap.xml)

### [addepar hackweek 2022 simplify](https://addepar.com/blog/addepar-hackweek-2022-simplify)

- Modified 2022-12-16 — [Publisher sitemap · last modified](https://addepar.com/sitemap.xml)

### [addepar expands to europe with new office in scotland](https://addepar.com/blog/addepar-expands-to-europe-with-new-office-in-scotland)

- Modified 2022-11-08 — [Publisher sitemap · last modified](https://addepar.com/sitemap.xml)

### [ria technology](https://addepar.com/blog/ria-technology)

- Modified 2022-09-13 — [Publisher sitemap · last modified](https://addepar.com/sitemap.xml)

## Contact

### Email

- [inquiries@addepar.com](mailto:inquiries@addepar.com) — [Source](https://addepar.com/)
- [marketing@addepar.com](mailto:marketing@addepar.com) — [Source](https://addepar.com/)
- [partnerships@addepar.com](mailto:partnerships@addepar.com) — [Source](https://addepar.com/connect-with-us)
- [pr@addepar.com](mailto:pr@addepar.com) — [Source](https://addepar.com/)

### Contact forms

- [Contact](https://addepar.com/connect-with-us) — [Source](https://addepar.com/)
- [Request a demo](https://addepar.com/request-a-demo) — [Source](https://addepar.com/)

## Sources

1. [Home \| Addepar](https://addepar.com/) — addepar.com · Retrieved 2026-11-12
2. [Private Fund Benchmarks \| Addepar](https://addepar.com/private-fund-benchmarks) — addepar.com · Retrieved 2026-11-12
3. [ADX \| Addepar](https://addepar.com/product-overview/adx) — addepar.com · Retrieved 2026-11-12
4. [Alts Data Management Software \| Enhance Alternative Investment Reporting \| Addepar](https://addepar.com/product-overview/alts-data-management) — addepar.com · Retrieved 2026-11-12
5. [Navigator \| Addepar](https://addepar.com/product-overview/navigator) — addepar.com · Retrieved 2026-11-12
6. [Sandbox \| Addepar](https://addepar.com/product-overview/sandbox) — addepar.com · Retrieved 2026-11-12
7. [AI, the Addepar Way \| Addepar](https://addepar.com/ai-the-addepar-way) — addepar.com · Retrieved 2026-11-12
8. [Alternatives \| Addepar](https://addepar.com/alternatives) — addepar.com · Retrieved 2026-11-12
9. [Private Banking Software \| Wealth Management Reporting Solutions \| Addepar](https://addepar.com/banks) — addepar.com · Retrieved 2026-11-12
10. [Clients \| Case Studies \| Addepar](https://addepar.com/clients) — addepar.com · Retrieved 2026-11-12
11. [Executives \| Addepar](https://addepar.com/executives) — addepar.com · Retrieved 2026-11-12
12. [Family Office Software \| Reporting Platform \| Portfolio Tracking Solutions \| Addepar](https://addepar.com/family-offices) — addepar.com · Retrieved 2026-11-12
13. [Investors \| Addepar](https://addepar.com/investors) — addepar.com · Retrieved 2026-11-12
14. [Newsroom \| Addepar](https://addepar.com/newsroom) — addepar.com · Retrieved 2026-11-12
15. [Operations \| Addepar](https://addepar.com/operations) — addepar.com · Retrieved 2026-11-12
16. [Platform Overview \| Addepar](https://addepar.com/platform-overview) — addepar.com · Retrieved 2026-11-12
17. [Investment Portfolio Management Platform \| Asset Aggregation Software \| Addepar](https://addepar.com/product-overview/addison) — addepar.com · Retrieved 2026-11-12
18. [Wealth Management Software \| Portfolio Reporting Solution \| RIA \| Addepar](https://addepar.com/wealth-management) — addepar.com · Retrieved 2026-11-12
19. [Contact Information, Offices and Locations \| Addepar](https://addepar.com/connect-with-us) — addepar.com · Retrieved 2026-11-12
20. [Request a demo \| Addepar](https://addepar.com/request-a-demo) — addepar.com · Retrieved 2026-11-12

---

Company Profiles — Just tell me what you do.

## Brand colors & fonts

Observed website styles · partial · 2026-11-12T00:56:04.979Z

- accent: \#00494B (inferred) — [Source](https://addepar.com/css/addepar.css?ad27813faa47db9b9abf)
- accent: \#88CA9A (inferred) — [Source](https://addepar.com/css/addepar.css?ad27813faa47db9b9abf)
- text: \#1C413B (inferred) — [Source](https://addepar.com/css/addepar.css?ad27813faa47db9b9abf)
- text: \#9F6483 (inferred) — [Source](https://addepar.com/css/addepar.css?ad27813faa47db9b9abf)
- text: \#D598B0 (inferred) — [Source](https://addepar.com/css/addepar.css?ad27813faa47db9b9abf)
- text: \#762A2B (inferred) — [Source](https://addepar.com/css/addepar.css?ad27813faa47db9b9abf)
- text: \#00696D (inferred) — [Source](https://addepar.com/css/addepar.css?ad27813faa47db9b9abf)
- border: \#D1D1D1 (inferred) — [Source](https://addepar.com/css/addepar.css?ad27813faa47db9b9abf)
- text: \#FAEDE3 (inferred) — [Source](https://addepar.com/css/addepar.css?ad27813faa47db9b9abf)
- text: \#DDDDDD (inferred) — [Source](https://addepar.com/css/addepar.css?ad27813faa47db9b9abf)
- text: \#00494B (inferred) — [Source](https://addepar.com/css/addepar.css?ad27813faa47db9b9abf)
- text: \#FFFFFF (inferred) — [Source](https://addepar.com/css/addepar.css?ad27813faa47db9b9abf)
- background: \#F4F4F4 (inferred) — [Source](https://addepar.com/css/addepar.css?ad27813faa47db9b9abf)
- background: \#FFFFFF (inferred) — [Source](https://addepar.com/css/addepar.css?ad27813faa47db9b9abf)
- background: \#082321 (inferred) — [Source](https://addepar.com/css/addepar.css?ad27813faa47db9b9abf)
- text: \#082321 (inferred) — [Source](https://addepar.com/css/addepar.css?ad27813faa47db9b9abf)

- heading: Diatype Regular (declared in stylesheet). Fallback: system-ui, sans-serif. Reuse rights unverified. — [Source](https://addepar.com/css/addepar.css?ad27813faa47db9b9abf)
- heading: Tiempos Headline Light (declared in stylesheet). Fallback: system-ui, sans-serif. Reuse rights unverified. — [Source](https://addepar.com/css/addepar.css?ad27813faa47db9b9abf)
- other: -apple-system (declared in stylesheet). Fallback: system-ui, sans-serif. Reuse rights unverified. — [Source](https://addepar.com/css/addepar.css?ad27813faa47db9b9abf)
- other: georgia (declared in stylesheet). Fallback: system-ui, sans-serif. Reuse rights unverified. — [Source](https://addepar.com/css/addepar.css?ad27813faa47db9b9abf)
- other: Tiempos Headline Light (declared in stylesheet). Fallback: system-ui, sans-serif. Reuse rights unverified. — [Source](https://addepar.com/css/addepar.css?ad27813faa47db9b9abf)
- other: Diatype Regular (declared in stylesheet). Fallback: system-ui, sans-serif. Reuse rights unverified. — [Source](https://addepar.com/css/addepar.css?ad27813faa47db9b9abf)
- body: Georgia (declared in stylesheet). Fallback: system-ui, sans-serif. Reuse rights unverified. — [Source](https://addepar.com/css/addepar.css?ad27813faa47db9b9abf)

These are not verified official brand guidelines. Font source URLs are evidence, not a reuse license.
CSS declarations only; browser rendering, cascade, active theme, loaded fonts and official brand guidelines have not been verified.
Generated font aliases are normalized for display; exact declarations remain in cssFamily. Colors are semantic declaration samples converted to sRGB, not an exhaustive palette. Font asset URLs are evidence only; license and redistribution rights are unknown.