Addepar

Wealth management platform

Free · Designed for iPad. Not verified for macOS.

Addepar provides the most recent portfolio data to advisors and their clients. Users can see net worth, performance, and asset allocation. Dive deep into the portfolio by asset class and view major transactions. Interested in Addepar, but not sure if your financial advisor uses it? Ask about Addepar in your next meeting, and get ready for a clearer financial picture at every level.

Ratings & Reviews

  • 3.9
    out of 5
    58 Ratings

• Performance improvements and bug fixes

Version 264.0.1

The developer, ADDEPAR, INC., indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy .

  • Data Not Linked to You

    The following data may be collected but it is not linked to your identity:

    • Contact Info
    • Identifiers
    • Usage Data
    • Diagnostics

Privacy practices may vary, for example, based on the features you use or your age. Learn More

Accessibility

The developer has not yet indicated which accessibility features this app supports. Learn More

Information

Seller
  • ADDEPAR, INC.
Size
  • 42.5 MB
Category
  • Finance
Compatibility
Requires iOS 18.0 or later.
  • iPhone
    Requires iOS 18.0 or later.
  • iPad
    Requires iPadOS 18.0 or later.
  • Mac
    Requires macOS 14.0 or later and a Mac with Apple M1 chip or later.
  • Apple Vision
    Requires visionOS 2.0 or later.
Languages
  • English
Age Rating
4+
Copyright
  • © 2023 Addepar
  • Developer Website
  • Privacy Policy

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