Coinbase Integration

Connect your Coinbase account to Addepar to view your crypto assets alongside the rest of your wealth portfolio. This integration is currently in beta.

Last updated: 10-23-2023

See the complete picture of your clients’ investments

  • See crypto assets alongside the rest of the portfolio to share a holistic view of your client’s financial future.

Seamlessly connect to Coinbase

  • Clients can easily connect their Coinbase account through their settings in Addepar mobile.