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Addepar operates a comprehensive wealth management platform that enables financial advisors and institutions to analyze, report, and manage complex investment portfolios through an integrated dashboard solution. Founded in 2009 and headquartered in Mountain View, California, the company has established itself as a leading technology provider in the wealth management sector, serving high-net-worth clients and institutional investors. Addepar's platform consolidates disparate financial data sources, providing real-time portfolio analytics, performance reporting, and risk management tools that streamline operations for wealth managers. The company continues to expand its B2B offerings, focusing on enhancing data integration capabilities and developing advanced analytics features to meet evolving client demands.
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