Sponsored By
The Daily Brief

Addepar Inks Reseller Partnership With MiradorAddepar Inks Reseller Partnership With Mirador

The West Coast fintech firm will be resold to wealth management firms and UHNW family offices with customized analytics and reporting

Davis Janowski, Senior Technology Editor, WealthManagement.com

June 20, 2019

1 Min Read
Addepar office sign

Addepar today announced it has entered into a reseller partnership with UNHW reporting firm Mirador, LLC.

Under the new partnership, Mirador will make available to its client base and prospects a version of Addepar that has prebuilt analytics and reporting tools specifically tailored to single family offices and wealth management firms with less than $300 million in assets under management.

Founded in 2008, Addepar now serves over 300 financial services firms, including broker/dealers, registered investment advisors and private banks, with data aggregation and analysis of investment data and reports on over $1.3 trillion in assets on its platform.

Want The Daily Brief delivered directly to your inbox? Sign up for WealthManagement.com's Morning Memo newsletter.

About the Author

Davis Janowski

Senior Technology Editor, WealthManagement.com

Davis Janowski is a New York-based technology journalist whose work spans consumer, business and the FinTech sectors. He has also worked for two FinTech startups and as an industry analyst for market research firm Forrester.