Case Study: Rincon Advisors achieves instant multi-asset portfolio analysis and expanded client service without extra hires with Addepar

Rincon Advisors Turn to Addepar to Build with Agility

Rincon Advisors, a private wealth and family office, faced slow, manual portfolio reporting driven by legacy systems and spreadsheet work—making in-depth analysis time-consuming and limiting the number of client questions they could answer. The firm needed a way to deliver timely, detailed insights across complex asset classes and ownership structures without expanding back‑office headcount.

By adopting Addepar, Rincon can instantly aggregate and analyze all asset classes, customize reports, and securely share views with clients across generations. The result: faster, more transparent answers that encourage deeper client engagement and allow Rincon to serve more families without hiring dozens of analysts.

Rincon Advisors

John O’Connor

Chief Investment Officer and President