Summary

Addepar offers a cloud-based investment management platform that aggregates all the financial information of family offices, wealth advisors, and private banks, and builds a portfolio analysis to provide a clear view of end-customer investments.

Scope

The report provides information and insights into Addepar, including -
- Overview of the company and its product offering
- Detailed insight into its business operation, technology, revenue model, geographical presence and target market
- Information on funding, partnerships, acquisitions, and awards it received
- Biography of top management.

Reasons to buy

- Gain insights into Addepar’s business operations.
- Gain insights into funding and partnerships.
- Gain understanding about its target market and opportunities.

Companies Mentioned
Valor Equity Partners
Schwab OpenView Gateway
Morgan Stanley
AB Bernstein
Fremont Group