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Who We Are Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence.

Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows.

More than 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion in assets.

Its open platform integrates with nearly 650 software, data and consulting partners…