Case Study: Saranac Partners achieves scalable, tailored client experiences with Addepar

With plans to scale further, Saranac needed the optimal tech partner

Saranac Partners, a London- and Madrid-based investment firm, needed a better technology partner to support growth, replace legacy systems, and manage increasingly complex, bespoke client portfolios. Addepar’s platform was chosen to help Saranac handle multi-custodian assets, private markets, and alternative investments while improving reporting and client service.

Addepar implemented data aggregation, advanced analytics, custom reporting, and a client portal that gave users tailored portfolio views and self-service access. The results included faster analysis—minutes instead of days—less manual work, improved accuracy, stronger client interactions, and better scalability, helping Saranac grow across the UK and Europe while exceeding client expectations.

Saranac Partners

Benjamin Akesson

Investment Advisor