When you can see everything you own – all in one place – it opens up a world of
possibilities… and the chance to make more informed investment decisions.
Imagine seeing your alternative investments next to your real estate and private
business holdings, real assets like commodities, equipment or cattle* – even your
collections. Then tailoring your view at the touch of a button.
Now, you can.
Addepar is the award-winning platform that offers unprecedented visibility into your total
net worth, delivering a holistic picture of all your holdings.
With Addepar, you can see each asset, where it's invested, and how it's performing – at
any given time.
And with the support of Schwab's Consultant, you can model and calculate your portfolio
just the way you want, enabling you to better understand your options and make smarter
decisions.
Your total net worth. All in one place.
Welcome to a new standard of excellence.