What are the primary business challenges that your solution addresses?

Addepar is a reporting solution for a broad range of advisor and family office needs, with the ability to provide a comprehensive but also simplified picture of complex wealth. Their technology is distinctive in how it recognizes very unique investments, like private equity, hedge funds and those things which are more common in the family office. Importantly, Addepar addresses how to structure and link the different entities, complex legal structures and investments involved in a family office, giving a broad understanding of the total wealth picture.

Click to learn more about Addepar and the FOX Family Office Technology Showcase on July 28-30, 2020.
 

Cameron Sheehan, Head of Account Management and Business Development, Addepar