Case Study: Winthrop Wealth achieves scalable growth and high-touch client experience with Addepar

Addepar Primes Forward-Thinking Firm for Growth

Winthrop Wealth, a Boston-based advisory firm with $1.83B in assets under advisement, 480+ clients, and a 16-person team, set out to scale multigenerational relationships through an ensemble client-engagement model. Their legacy systems forced advisors into manual, time-consuming reporting and data reconciliation, limiting growth and the ability to deliver consistent, high-touch experiences across generations.

Winthrop implemented Addepar for automated data verification, an intuitive report builder, and out-of-the-box integration with Salesforce Financial Services Cloud. The platform reduced manual work, improved data accuracy and report presentation, and gave advisors quick access to portfolio context—freeing time for higher-value client interactions and enabling a scalable, future-proof operating model.

Winthrop Wealth’s

Max Winthrop

Chief Executive Officer