Addepar · Trust Center

Addepar Trust Center

Trust center

Addepar maintains a public trust center documenting SOC 2 Type II and SOC 3 compliance.

CompanyFintechWealth ManagementPortfolio ManagementInvestment ManagementFinancial DataJSON:APIREST
Trust center:

Certifications & Compliance

SOC 2 Type IISOC 3

Source

Trust Center

addepar-trust-center.yml Raw ↑ 
generated: '2026-07-17'
method: searched
source: https://info.addepar.com/addepar-security-overview_LP.html + published SOC 3 reports on addepar.com
aid: addepar
name: Addepar Trust / Compliance
security_overview: https://info.addepar.com/addepar-security-overview_LP.html
certifications:
- name: SOC 2 Type II
  scope: Analytics & Reporting and Navigator Platforms
  evidence: Addepar maintains SOC 2 Type II with controls covering security, confidentiality, and privacy.
- name: SOC 3
  scope: Analytics & Reporting and Navigator Platforms
  public_report: https://addepar.com/assets/addepar-analytics-reporting-and-navigator-platforms-soc-3-2024-2025.pdf
  period: 2024-07-01 to 2025-08-31
  prior_report: https://addepar.com/assets/addepar-analytics-reporting-and-navigator-platforms-soc-3-2023-2024.pdf
practices:
- Data encryption at rest and in transit.
- Regular third-party penetration testing.
- GDPR / EU-US Data Privacy Framework participation (https://addepar.com/legal/data-privacy-framework-privacy-policy).
notes:
- No dedicated hosted "trust center" portal located; SOC 3 reports are published publicly as PDFs and a security overview landing page exists.