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.
Showing 32 Addepar Customer Success Stories
Activest Wealth Management
Isaac Wakszol
Founder And CEO
Bird&Bee
Tanja Michiels
Founder
Blue Oak Capital
Tom Baker
Founder
Boreal Capital Management
Daniela Gamez
Chief Operating Officer
CAM Capital
Yuriy Shteinbuk
Investment Team Member
CD&R
Jillian Griffiths
Chief Financial Officer
Cherry Creek Family Offices
Ben Novak
Chief Financial Officer
Crescent Grove Advisors
Crescent Grove Advisors
Crow Holdings Capital
Kirk Rimer
Principal
Dynasty Financial Partners
Shirl Penney
President, Chief Executive Officer
Fremont Group
Chuck Lesem
Director of Planning and Treasury
Gleneagles Group
Lyle Ross
Partner and Managing Director
GM Advisory Group
Christopher Castellano
Managing Director
Jefferies
Michael Brabant
Managing Director, Head of Business Development - Wealth Management
KORE Private Wealth Management
Ben Sax
Partner and Private Wealth Advisor
Legacy Knight
Brad Martin
Chief Financial Officer
Litvak & Co.
Ricardo Litvak
Founder and CEO
Makena Capital Management
Bill Miller
Managing Director
Meyer Handelman Company
Zach Handelman
Managing Partner
PagnatoKarp
Paul Pagnato
Founder & CEO
Papo Group
Manuel Jose Rodriguez
Co-CIO and COO
Patrimonica
Jérémie Poirier Pratte
Vice President
Rincon Advisors
John O’Connor
Chief Investment Officer and President
Sage Mountain
Tony Cox
Sage Mountain
Saranac Partners
Benjamin Akesson
Investment Advisor
Silicon Valley Bank
Jeff Schnitz
President of Wealth Advisory
Stone Temple Partners
Alex Herman
Founder & CIO
Three Bell Capital
Jon Porter
Founder
Three Bridge Wealth Advisors
Brett Sharkey
Managing Director
Tiedemann Wealth Management
Kevin Moran
Chief Operating Officer
WE Family Offices
Michael Zeuner
Partner
Winthrop Wealth’s
Max Winthrop
Chief Executive Officer
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