Case Study: Ruwenzori Invest triples AUM and streamlines family office operations with Addepar

Ruwenzori Invest trebles AUM with Addepar

Ruwenzori Invest, a single family office managing wealth for a family with operations in Central Africa, faced challenges with an outdated and inefficient legacy system. Their previous technology had limiting reporting capabilities and could not scale to handle the complexity of managing accounts across four custodians. Seeking to upgrade its tech stack, the family office chose Addepar as its technology partner.

By implementing Addepar's platform, Ruwenzori Invest streamlined its operations with an intuitive system that required minimal training. The solution enhanced reporting and data aggregation, connecting all four custodians to save significant time on manual processing. Addepar's Client Portal also improved transparency for family members. These improvements enabled the family office to triple its assets under management with the addition of only two new team members.