Vendor
AdvisorPeak
Addepar Data Exchange (ADX) transforms disconnected data into a managed data environment, enabling advanced analytics, AI workflows, and unified portfolio insights across firms.
Mountain View, US
Official websiteSector footprint
One company, every side of the market
WealthThis site
AdvisorPeak
Addepar Data Exchange (ADX) transforms disconnected data into a managed data environment, enabling advanced analytics, AI workflows, and unified portfolio insights across firms.
Capability matrix
| Capability | AdvisorPeak |
|---|---|
| Portfolio Management | ● |
Parent organization
AdvisorPeak
Founded
2009
Scale
1 sector presence