Case Study: Three Bell Capital achieves a modern, customizable client experience with Addepar

Tech-Forward RIA Relies oAddepar to Deliver Modern Client Experience

Three Bell Capital, a Los Altos–based RIA founded in 2011 by Jon Porter and Eric Patterson, manages $1.8B for tech entrepreneurs and executives and prioritizes modern, user-friendly wealth management. The firm needed a simple, flexible platform that could deliver secure, instantly accessible, and highly customizable reporting to meet the expectations of tech‑savvy clients while preserving a high‑touch, personalized advisory experience.

Three Bell made Addepar the core of its tech stack, using its data aggregation, customizable reporting, and client portal to tailor asset categories, metrics, and visuals for each client. As a result, clients now access 24/7 live performance data, four out of five report satisfaction with the portal’s presentation, and advisors spend more time on meaningful, goal‑focused conversations instead of static quarterly reporting.

Three Bell Capital

Jon Porter

Founder