aid: addepar
name: Addepar
description: >-
  Addepar is a wealth-management technology and data platform for investment
  portfolio management, analysis, and reporting used by family offices, RIAs,
  private banks, and wealth managers. Its REST API follows the JSON:API
  specification (application/vnd.api+json) and exposes portfolio, transactions,
  positions, entities, groups, attributes, benchmarks, files, jobs, roles,
  teams, and users resources across Portfolio, Ownership Graph, and Admin
  workflows. Access is secured with HTTP Basic authentication (API key/secret
  plus an Addepar-Firm header) or an OAuth 2.0 authorization-code flow with
  granular scopes. Addepar was surfaced as a portfolio company of 8VC and
  Craft Ventures and enriched into the API Evangelist network.
url: https://raw.githubusercontent.com/api-evangelist/addepar/refs/heads/main/apis.yml
accessModel:
  pricing: unknown
  onboarding: self-serve
  trial: false
  try_now: false
  public: false
  label: Self-serve signup
  confidence: medium
  source:
  - authentication
  generated: '2026-07-22'
  method: derived
image: https://logo.clearbit.com/addepar.com
x-type: company
x-source: vc-portfolio
x-backed-by:
- 8vc
- craft-ventures
x-tier: profiled
x-tier-reason: enriched-from-developer-portal
specificationVersion: '0.20'
created: '2026-07-17'
modified: '2026-07-17'
tags:
- Company
- Fintech
- Wealth Management
- Portfolio Management
- Investment Management
- Financial Data
- JSON:API
- REST
maintainers:
- FN: Kin Lane
  email: kin@apievangelist.com
- FN: APIs.json
  email: info@apis.io
apis:
- name: Addepar API
  description: >-
    JSON:API-based REST API for portfolio management, transactions, positions,
    the ownership graph (entities/groups), attributes, benchmarks, files, jobs,
    billing, reporting, and administration on the Addepar platform.
  humanURL: https://developers.addepar.com/
  baseURL: https://api.addepar.com/v1/
  tags:
  - Wealth Management
  - Portfolio Management
  - JSON:API
  properties:
  - type: Documentation
    url: https://developers.addepar.com/docs/welcome
  - type: APIReference
    url: https://developers.addepar.com/reference
  - type: Authentication
    url: authentication/addepar-authentication.yml
  - type: OAuthScopes
    url: scopes/addepar-scopes.yml
  - type: Conventions
    url: conventions/addepar-conventions.yml
  - type: ErrorCatalog
    url: errors/addepar-problem-types.yml
  - type: RateLimits
    url: rate-limits/addepar-rate-limits.yml
  - type: DataModel
    url: data-model/addepar-data-model.yml
  - type: Packages
    url: packages/addepar-packages.yml
  - type: Lifecycle
    url: lifecycle/addepar-lifecycle.yml
  - type: Deprecation
    url: lifecycle/addepar-lifecycle.yml
  - type: ChangeLog
    url: changelog/addepar-changelog.yml
  - type: Conformance
    url: conformance/addepar-conformance.yml
  - type: Sandbox
    url: sandbox/addepar-sandbox.yml
  - type: MCPServer
    url: mcp/addepar-mcp.yml
  - type: LLMsTxt
    url: llms/addepar-llms.txt
common:
- type: Website
  url: https://addepar.com
- type: DeveloperPortal
  url: https://developers.addepar.com/
- type: Documentation
  url: https://developers.addepar.com/docs/welcome
- type: APIReference
  url: https://developers.addepar.com/reference
- type: GettingStarted
  url: https://developers.addepar.com/docs/get-setup
- type: SignUp
  url: https://info.addepar.com/api-signup-list.html
- type: Blog
  url: https://addepar.com/blog
- type: GitHubOrganization
  url: https://github.com/Addepar
- type: TermsOfService
  url: https://developers.addepar.com/docs/terms-of-use
- type: PrivacyPolicy
  url: https://addepar.com/legal/privacy-policy
- type: Integrations
  url: https://addepar.com/integrations
- type: Compliance
  url: security/addepar-trust-center.yml
- type: TrustCenter
  url: security/addepar-trust-center.yml
- type: DomainSecurity
  url: security/addepar-domain-security.yml
- type: WellKnown
  url: well-known/addepar-well-known.yml
- type: LLMsTxt
  url: llms/addepar-llms.txt
x-enrichment:
  date: '2026-07-19'
  status: backfilled
  pass: local-v1
  note: backfilled from .gitignore signal + verified work evidence