Case Study: Crescent Grove Advisors achieves real-time consolidated reporting and increased advisor efficiency with Addepar

Addepar Enables Advisors to Scale Operations With Efficiency

Crescent Grove Advisors is a 100% employee-owned boutique wealth management firm (founded 2015, 20 employees, $2B AUM) serving ultra–high-net-worth families with white‑glove, highly personalized wealth strategies. The firm faced a major operational challenge: complex, multi‑custodian portfolios—especially alternative investments—required time‑consuming manual aggregation and reporting, with comprehensive net worth statements taking up to three days to prepare.

By deploying Addepar with direct feeds from custodians and partners like Fidelity and iCapital, Crescent Grove automated data aggregation, consolidated reporting, and enabled real‑time portfolio analysis. The result: net worth reporting moved from days to near real‑time, advisor efficiency and client communications improved, and advisors can now spend more time on high‑value client relationships and strategic advice.

Crescent Grove Advisors

Crescent Grove Advisors