Case Study: KORE Private Wealth Management achieves complete client visibility and streamlined wealth reporting with Addepar

Addepar Helps an Independent Firm Do More With More

KORE Private Wealth Management is a New York–based independent firm founded in 2018 by five partners to serve ultra-high‑net‑worth clients with complex, multi‑entity financial lives. Their challenge was to leave large brokerages, quickly transfer substantial client assets, and deliver a more nimble, highly personalized wealth‑advisory experience while keeping costs and operational friction low.

KORE partnered with Addepar for its flexible, highly customizable reporting and consolidation capabilities, giving clients one view of market assets, private holdings, art, vehicles and liabilities. The platform let clients and their broader advisory teams access tailored, actionable data, freeing KORE to focus on strategic advice; the result was stronger client engagement, smoother collaboration with other advisors and accelerated growth (Addepar platform AUA: $5.8B; clients served: 320).

KORE Private Wealth Management

Ben Sax

Partner and Private Wealth Advisor