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© 2026 cohaga AG · All Rights Reserved · St. Gallen, Switzerland · Imprint745,194 companies indexed · Last updated: today
DirectoryFinance & InsuranceFinTechGenevaAddepar Switzerland SA
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Addepar Switzerland SA

Summary

About the company

Addepar Switzerland SA provides a software and data platform for investment professionals, offering asset aggregation, portfolio analytics, reporting and tools for trading and rebalancing.

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Offering

Products & services

Industry:FinTech
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Data Exchange (ADX)
Data platform for enabling, synchronizing and governing financial data; connects data ecosystems, supports analytics, AI workflows and secure data flows across systems.
Investment Portfolio Management Platform
Platform for portfolio and wealth management with data consolidation, analytics, reporting, client portal and fee management for complex wealth structures.
Addison
AI assistant for portfolio questions and workflows; provides context-based answers, supports client prep, portfolio analysis and faster decisions directly within the workflow.
Alts Data Management
Capture, standardize and validate alternative data from capital calls, statements and distribution notices; supports analytics, reporting and capital activity tracking.
Navigator
Scenario and cash flow planning for private markets investments; models capital calls, distributions, liquidity and portfolio outcomes for future decisions.
Private Fund Benchmarks
Benchmarking solution for private markets with performance comparisons across funds, strategies and vintage years, plus context for allocation and investment decisions.
Services
Implementation, support and online training for Addepar; includes professional services, deployment, adoption support, data projects and help-center resources.
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Location

Rue de la Corraterie 5
1204 Geneva

At a glance

Legal form
Corporation
UID
CHE-409.135.105
Founded
2025 · 1 year
Last commercial register change
February 16, 2026
Employees
1 to 10

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