Fintech Integration Marketplace

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Addepar is a leading provider of technology for the wealth management industry. The company’s performance reporting and analytics platform aggregates portfolio, market, and client data all in one place. It provides asset owners and advisors a clearer financial picture at every level, allowing them to make more informed and timely investment decisions. Addepar works with leading financial advisors, family offices, and large financial institutions that manage over $1.3 trillion of assets on the company’s platform.

  • Data Aggregation
  • Analytics
  • Performance Reporting

Companies that integrate with Addepar

Each integration enriches the platform with data or features that provide comprehensive service and enhance the customer experience.

BlazePortfolio® develops streamlined, user-friendly trade management solutions for investment managers, RIA's, wealth managers, broker dealers, family offices, and industry partners.
Datafaction services the needs of family offices, business managers and sport management firms that offer pay bill and accounting services.
HiddenLevers equips financial advisors, asset managers, and wealth management executives with portfolio stress testing, investment proposal generation, and risk monitoring tools.
NetX360 | Pershing
NetX360 is Pershing's digitally enabled professional platform for broker-dealers, wealth managers and advisors.
Practifi is the new benchmark for CRM-based systems in financial advice.
RedBlack Software
RedBlack Software offers a software application for portfolio monitoring, rebalancing and trading in financial institutions and others.
Salentica | SS&C
Salentica is a provider of integrated Customer Relationship Management (CRM) solutions and software with over 20 years of experience exclusively in CRM for Wealth Management. It was acquired by SS&C Technologies in 2016.
Wealthscape | Fidelity
Wealthscape is developed in close collaboration with Fidelity's clearing and custody clients. It serves as a gateway to connect firms to new Fidelity tools and third-party solutions, including eMoney Advisor's wealth planning software.

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