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Fintech Profile: Addepar

Fintech Profile: Addepar

Publishing Date : Oct, 2018

License Type :
 

Report Code : 1319457

No of Pages : 9

Synopsis
Fintech Profile: Addepar

Summary

Addepar offers a cloud-based investment management platform that aggregates all the financial information of family offices, wealth advisors, and private banks, and builds a portfolio analysis to provide a clear view of end-customer investments.

Scope

The report provides information and insights into Addepar, including -
- Overview of the company and its product offering
- Detailed insight into its business operation, technology, revenue model, geographical presence and target market
- Information on funding, partnerships, acquisitions, and awards it received
- Biography of top management.

Reasons to buy

- Gain insights into Addepar’s business operations.
- Gain insights into funding and partnerships.
- Gain understanding about its target market and opportunities.

Companies Mentioned
Valor Equity Partners
Schwab OpenView Gateway
Morgan Stanley
AB Bernstein
Fremont Group

Geographical Area
United States
Index
Table of Contents
Overview
Product Market Mix
Growth & Opportunity
Key People
Appendix

Published By : GlobalData