Case Study: PagnatoKarp achieves scalable growth and 99% client retention with Addepar

Addepar Enables Growth for $3.8B AUA Advisory Firm

PagnatoKarp, a Reston-based independent advisory firm founded in 2016 with $3.8B in assets under advisement and 300+ clients, needed a best-of-breed technology partner to support rapid growth. The firm required sophisticated data aggregation and reporting that could handle private investments, deliver highly customized client reports, integrate with existing CRM and planning tools, and scale without adding reporting staff.

Implementing Addepar gave PagnatoKarp an integrated platform to aggregate third‑party and private-investment data, produce tailored analyses and client-facing reports, and connect seamlessly to their tech stack. The result: improved client experience, stronger business development (prospects respond strongly to demos), a 99% client-retention rate, greater back-office efficiency, and a platform the firm expects to rely on as it pursues plans to roughly double in size.

PagnatoKarp

Paul Pagnato

Founder & CEO