Case Study: Tiedemann Wealth Management achieves real-time, customized consolidated reporting with Addepar

How a Shared Mindset Unleashed Growth for Two Firms

Tiedemann Wealth Management is a New York–based fiduciary wealth advisor (founded 1999, 118 employees, $1.8B AUA, ~400 clients) that provides family‑office–style, customized investment management for high‑net‑worth individuals, families, trusts and foundations. Although the firm already prioritized an open‑architecture, conflict‑free platform and a high‑touch service model, its customized reporting remained a manual, PDF‑and‑spreadsheet process that couldn’t scale or deliver on‑demand client insights.

Tiedemann adopted Addepar’s reporting and data platform, integrated with their Fidelity custodian, to deliver consolidated, web‑based reporting, real‑time portfolio analysis, customizable investment attributes and open APIs for third‑party integrations. The result is a scalable, interactive reporting experience that improves client communication, enables on‑demand answers and completes the firm’s service model by providing the customized reporting capability they previously lacked.

Tiedemann Wealth Management

Kevin Moran

Chief Operating Officer