Addepar is a cloud-based wealth management platform specializing in data aggregation, analytics, and portfolio reporting for high-net-worth and ultra-high-net-worth individuals and companies. It offers a financial operating system, customized reporting, and integration services to family offices, wealth advisers, and private banks. Addepar's unique selling proposition is its ability to provide a holistic view of client portfolios, connecting financial goals with actionable insights. Its target audience includes prominent financial institutions like Morgan Stanley and AllianceBernstein. Addepar's platform enhances data-driven decision-making in wealth management.