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Addepar

Name: Addepar
Availability: InStock
Rating: 3.91 (100 reviews)

Gain a unified view of your entire portfolio—from private equity to public markets. Track performance, analyze asset allocation, and see your true net worth in real-time.

Key Figures

Downloads

1K+

User Rating

3.9/5

Total Ratings

100

Publisher

ADDEPAR, INC.

Master Your Global Wealth Portfolio

A sophisticated window into your net worth, designed to consolidate public markets, private equity, and alternative assets into one intuitive view.

Total Asset Aggregation

Consolidate complex holdings—from real estate to venture capital—into a single source of truth for your entire financial legacy.

Institutional-Grade Analytics

Monitor real-time performance and deep-dive into asset class allocations with precision data that traditional banking apps can't track.

The following screenshots and description are sourced directly from the app's official store listing and are the property of the app developer.

App Store

Screenshots

Addepar - Addepar mobile app interface showing a portfolio performance chart and current investment value for a high net worth user. — Addepar mobile app interface showing a portfolio performance chart and current investment value for a high net worth user.

Addepar - Addepar mobile app screenshot displaying investment holdings for a trust and foundation under Madison Capital — Addepar mobile app screenshot displaying investment holdings for a trust and foundation under Madison Capital

Addepar - Addepar app screen showing asset allocation with a donut chart and investment portfolio details. — Addepar app screen showing asset allocation with a donut chart and investment portfolio details.

Addepar - Addepar mobile app interface displaying a comprehensive financial report with a table of contents for wealth management — Addepar mobile app interface displaying a comprehensive financial report with a table of contents for wealth management

Addepar - Transaction history interface in the Addepar app showing deposits and withdrawals for a high net worth portfolio. — Transaction history interface in the Addepar app showing deposits and withdrawals for a high net worth portfolio.

Description

Addepar provides the most recent portfolio data to advisors and their clients. Users can see net worth, performance, and asset allocation. Dive deep into the portfolio by asset class and view major transactions. Interested in Addepar, but not sure if your financial advisor uses it? Ask about Addepar in your next meeting, and get ready for a clearer financial picture at every level.