Case Study: GM Advisory Group achieves efficiency, accuracy, and time savings with Addepar

GM Advisory Group, now part of Wealthspire Advisors, uses Addepar to deliver exceptional client services

GM Advisory Group, now part of Wealthspire Advisors, is a boutique wealth management firm serving ultra- and high-net-worth individuals and families. As the firm grew rapidly across multiple locations and expanded to about 650 households and billions in assets, it needed a way to manage increasing complexity, improve efficiency, and maintain highly personalized client service. GM Advisory Group uses Addepar’s technology and data platform to support that challenge.

Addepar provided the platform GM Advisory Group relied on to deliver accurate, efficient, and client-focused reporting and service. The solution helped the firm save time, improve accuracy, and scale its operations while supporting nearly $3 billion in AUM and an additional $3.9 billion in assets under advisement. GM Advisory Group described Addepar as an irreplaceable part of its tech stack, reinforcing the vendor’s value in meeting client expectations.

GM Advisory Group

Christopher Castellano

Managing Director