Addepar is a cloud-based American wealth management software platform specializing in data aggregation, analytics, and portfolio reporting for registered investment advisors (RIAs). It helps investment professionals provide informed, precise guidance for their clients by aggregating and standardizing portfolio data across various sources. The platform offers a unified and detailed view of client portfolios, empowering financial advisors and investors to manage and customize investment strategies for wealth managers, family offices, private banks, broker-dealers, and institutions.