Addepar is a provider of technology for the wealth management industry. The company’s performance reporting and analytics platform aggregates portfolio, market, and client data all in one place. It provides asset owners and advisers a clearer financial picture at every level, allowing them to make more informed and timely investment decisions. Addepar works with leading financial advisers, family offices, and large financial institutions that manage over $1.3 trillion of assets on the company’s platform.
The RIMES Managed Data Services are a complementary service for Addepar solution users who wish to benefit from over 1,500 data sources from over 500 data partners at RIMES, covering all asset classes.