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Visit WebsiteAWM replaces proprietary system with Addepar to address rapid growth and LatAm expansion
Activest Wealth Management
Isaac Wakszol
Founder And CEO
Addepar
Addepar is the financial operating system that brings common sense and data-driven investing to their financial world. Addepar gives asset owners and advisors a clearer financial picture at every level, all in one place. It handles all types of assets denominated in any currency. With customizable reporting, financial advisors can visualize and communicate relevant information to anyone who needs it. Secure, scalable, and fast, Addepar is purpose-built to power the global financial system.
Case Studies
Showing 32 Addepar Customer Success Stories
Running a family office as a one-woman team That’s easy with Addepar
Bird&Bee
Tanja Michiels
Founder
How One RIA Uses Addepar to Stay Lean
Blue Oak Capital
Tom Baker
Founder
Global Firm Ramps Up Efficiency and Quality of Client Reporting
Boreal Capital Management
Daniela Gamez
Chief Operating Officer
Addepar Delivers Speed and Accuracy Without Compromising
CAM Capital
Yuriy Shteinbuk
Investment Team Member
CD&R - Customer Case Study
CD&R
Jillian Griffiths
Chief Financial Officer
Upgrading Technology Solutions to Take Client Service to the Next Level
Cherry Creek Family Offices
Ben Novak
Chief Financial Officer
Addepar Enables Advisors to Scale Operations With Efficiency
Crescent Grove Advisors
Crescent Grove Advisors
Crow Holdings Capital - Customer Case Study
Crow Holdings Capital
Kirk Rimer
Principal
Dynasty Partners With Addepar to Provide a Unified Experience for Advisors
Dynasty Financial Partners
Shirl Penney
President, Chief Executive Officer
Navigating Complexity with Addepar's Flexibility
Fremont Group
Chuck Lesem
Director of Planning and Treasury
Addepar Elevates Extended Family Office’s World-Class Service
Gleneagles Group
Lyle Ross
Partner and Managing Director
GM Advisory Group, now part of Wealthspire Advisors, uses Addepar to deliver exceptional client services
GM Advisory Group
Christopher Castellano
Managing Director
Technology Built by People Recognizing Importance of Transparency
Jefferies
Michael Brabant
Managing Director, Head of Business Development - Wealth Management
Addepar Helps an Independent Firm Do More With More
KORE Private Wealth Management
Ben Sax
Partner and Private Wealth Advisor
Legacy Knight embraced Addepar to deliver premium service while growing exponentially
Legacy Knight
Brad Martin
Chief Financial Officer
Litvak & Co. - Customer Case Study
Litvak & Co.
Ricardo Litvak
Founder and CEO
Addepar’s Open Architecture Powers Innovative Experience
Makena Capital Management
Bill Miller
Managing Director
Meyer Handelman Company - Customer Case Study
Meyer Handelman Company
Zach Handelman
Managing Partner
Addepar Enables Growth for $3.8B AUA Advisory Firm
PagnatoKarp
Paul Pagnato
Founder & CEO
Papo Group unlocks transparency and a unified picture of wealth with Addepar
Papo Group
Manuel Jose Rodriguez
Co-CIO and COO
Patrimonica navigates complex client needs and drives efficiency
Patrimonica
Jérémie Poirier Pratte
Vice President
Rincon Advisors Turn to Addepar to Build with Agility
Rincon Advisors
John O’Connor
Chief Investment Officer and President
Sage Mountain transforms their alternative investment strategies with Navigator
Sage Mountain
Tony Cox
Sage Mountain
With plans to scale further, Saranac needed the optimal tech partner
Saranac Partners
Benjamin Akesson
Investment Advisor
SVB Chooses Addepar for Customization Prowess
Silicon Valley Bank
Jeff Schnitz
President of Wealth Advisory
How Stone Temple built and manages a 50% private markets strategy using Navigator
Stone Temple Partners
Alex Herman
Founder & CIO
Tech-Forward RIA Relies oAddepar to Deliver Modern Client Experience
Three Bell Capital
Jon Porter
Founder
How Addepar’s Client Success Team Helped Three Bridge Power its Addepar Installation
Three Bridge Wealth Advisors
Brett Sharkey
Managing Director
How a Shared Mindset Unleashed Growth for Two Firms
Tiedemann Wealth Management
Kevin Moran
Chief Operating Officer
WE Family Offices invests in Addepar to fuel growth and efficiency
WE Family Offices
Michael Zeuner
Partner
Addepar Primes Forward-Thinking Firm for Growth
Winthrop Wealth’s
Max Winthrop
Chief Executive Officer
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