Case Study: Crow Holdings Capital achieves centralized multi-asset, multi-currency consolidated reporting and improved efficiency with Addepar

Crow Holdings Capital - Customer Case Study

Crow Holdings Capital is a Dallas-based wealth advisor (founded 2010, ~150 employees, $10B AUM) that serves families with complex, multi-asset, multi-currency portfolios and bespoke ownership structures. Their legacy systems could not consolidate disparate custodian data or produce the flexible, client-specific reporting the firm needed to communicate sophisticated holdings and exposures.

They implemented Addepar to aggregate custodial data into a centralized platform with customizable reporting and visualizations, supported by a collaborative Addepar team for training and continuous development. The partnership improved efficiency, enhanced client reporting and communication, and helped Crow Holdings avoid downstream problems while enabling ongoing product and process refinement.

Crow Holdings Capital

Kirk Rimer

Principal