Case Study: Legacy Knight achieves faster, more customized reporting with Addepar

Legacy Knight embraced Addepar to deliver premium service while growing exponentially

Legacy Knight, a multi-family office based in Dallas, Texas, needed to keep up with rapid growth while maintaining high-quality data and reporting. As its client base expanded 10x in less than five years, the firm turned to Addepar to support more reliable investment reporting and custom client service.

With Addepar, Legacy Knight improved data accuracy and reporting efficiency, cutting time spent on reporting by 75% and enabling highly bespoke reports for clients. Addepar also helped the firm scale without adding significant headcount, with executives noting they would likely need two or three more employees without it.

Legacy Knight

Brad Martin

Chief Financial Officer