Case Study: Three Bridge Wealth Advisors achieves rapid custom reporting and order-of-magnitude efficiency gains with Addepar

How Addepar’s Client Success Team Helped Three Bridge Power its Addepar Installation

Three Bridge Wealth Advisors, a Portola Valley–based firm advising about $450M for roughly 50 families, offers high-touch investment, tax, and estate planning services. As the firm grew, its legacy technology couldn’t keep up with complex alternative assets or the customization Silicon Valley clients expect, so partners chose Addepar as their new technology cornerstone.

Working with Addepar’s Client Success team, Three Bridge fast-tracked training and customization, building client portal views in hours rather than months and leveraging custom attributes for more sophisticated performance reporting. The result: dramatically faster reporting and data aggregation (from days to seconds), stronger in‑house capabilities, and materially more time to focus on clients.

Three Bridge Wealth Advisors

Brett Sharkey

Managing Director