Case Study: Meyer Handelman Company achieves scalable multi-generational wealth management with Addepar

Meyer Handelman Company - Customer Case Study

Meyer Handelman Company, a multi-generational wealth management firm, needed to modernize legacy systems without disrupting longstanding client relationships. The firm was struggling with manual data downloads, reconciliation errors, and time-consuming cash transaction processing that made its workflow hard to scale; it turned to Addepar to help support growth and better serve both legacy and next-generation clients.

Addepar streamlined Meyer Handelman Company’s processes through its open, integrated platform and analysis tools, cutting time spent on manual tasks by 75% and making it easier to add accounts of all sizes without increasing headcount. As a result, the team gained more time for personalized client service and deeper analysis, while improving its ability to meet the expectations of increasingly tech-savvy clients.

Meyer Handelman Company

Zach Handelman

Managing Partner