Case Study: Litvak & Co. achieves faster multi-asset, multi-currency portfolio insights and client growth with Addepar

Litvak & Co. - Customer Case Study

Litvak & Co., a boutique investment advisory and private-banking firm serving high‑net‑worth families in the U.S. and Latin America, needed modern technology to manage complex, multi‑asset-class, international portfolios. Legacy systems couldn’t consolidate data from multiple custodians, reconcile multi‑currency holdings, or report alternative and private investments alongside traditional assets, limiting transparency and the firm’s ability to analyze performance and risk.

Addepar proved to be the only platform that met those requirements, offering multi‑asset, multi‑currency, multi‑custodian support with flexible, customizable client views delivered in the cloud. The result: automated, consolidated reporting and richer performance and risk analytics produced in minutes rather than days, improved client communication and service, and new-client growth that lets Litvak & Co. scale while remaining a high‑touch, lean firm.

Litvak & Co.

Ricardo Litvak

Founder and CEO