Addepar at this time introduced it has entered right into a reseller partnership with UNHW reporting agency Mirador, LLC.
Beneath the brand new partnership, Mirador will make out there to its consumer base and prospects a model of Addepar that has pre-built analytics and reporting instruments particularly tailor-made to single household places of work and wealth administration corporations with lower than $300 million in belongings underneath administration.
Based in 2008, Addepar now serves over 300 monetary companies corporations, together with dealer/sellers, registered funding advisors and personal banks, with information aggregation and evaluation of funding information and studies on over $1.three trillion in belongings on its platform.
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