Explore Addepar integrations & enhance your experience

Portfolio Data Feeds
Securely deliver your client's financial data directly to their portfolio.
Market Data Feeds
Benchmark your clients' portfolios against relevant third-party data.
Integrations
Simplify your workflow, improve communication, and streamline operations.
Services & Consultants
Enlist services from our growing ecosystem of best-in-class consultants.

New on Addepar

Discover Addepar's latest integrations and partnerships.

Overstone
Integrations
Integrate valuation of your art collections into the Addepar platform

Luma
Integrations
Discover innovative solutions to accessing alternative investments

wealth.com
Integrations
Integrate Addepar portoflio data to wealth.com's estate planning tool

Popular with clients

Explore tools and technologies that help you adapt to business challenges.

Wealthbox
Integrations
See financial account data from Addepar on Wealthbox contact records

Venn by Two Sigma
Integrations
Integrate Addepar portfolio data into Venn’s analysis platform

eMoney
Integrations
Addepar integrated data powers financial planning