Case Study: Silicon Valley Bank achieves deeper client engagement and higher client satisfaction with Addepar

SVB Chooses Addepar for Customization Prowess

Silicon Valley Bank’s Wealth Advisory practice, serving technology founders, private equity and venture partners, needed a single platform to analyze and report complex portfolios that mix public and private assets. The firm required consistent, transparent and highly customizable reporting to support deep client relationships and the varied liquidity and asset structures of its clients.

SVB chose Addepar for its ability to aggregate direct custodian feeds, analyze both public and private holdings, and deliver customizable, cloud-based reports and client portals. The platform has enabled more efficient, elegant portfolio reporting, deeper client engagement and higher satisfaction while allowing the bank to serve diverse clients without adding time or resources.

Silicon Valley Bank

Jeff Schnitz

President of Wealth Advisory