Addepar B2B Case Studies & Customer Successes

Addepar is the financial operating system that brings common sense and data-driven investing to their financial world. Addepar gives asset owners and advisors a clearer financial picture at every level, all in one place. It handles all types of assets denominated in any currency. With customizable reporting, financial advisors can visualize and communicate relevant information to anyone who needs it. Secure, scalable, and fast, Addepar is purpose-built to power the global financial system.

Case Studies

Showing 32 Addepar Customer Success Stories

Activest Wealth Management achieves faster reporting and scalable growth with Addepar

Activest Wealth Management

Isaac Wakszol

Founder And CEO

Bird&Bee achieves greater efficiency, accuracy, and long-term cash management with Addepar

Bird&Bee

Tanja Michiels

Founder

Blue Oak Capital achieves lean, scalable client reporting with Addepar

Blue Oak Capital

Tom Baker

Founder

Boreal Capital Management achieves scalable, efficient global client reporting and 35% AUM growth with Addepar

Boreal Capital Management

Daniela Gamez

Chief Operating Officer

CAM Capital achieves faster, more accurate reporting and deeper investment insight with Addepar

CAM Capital

Yuriy Shteinbuk

Investment Team Member

CD&R achieves scalable, self-serve reporting with Addepar

CD&R

Jillian Griffiths

Chief Financial Officer

Cherry Creek Family Offices achieves faster, more accurate analysis of complex portfolios with Addepar

Cherry Creek Family Offices

Ben Novak

Chief Financial Officer

Crescent Grove Advisors achieves real-time consolidated reporting and increased advisor efficiency with Addepar

Crescent Grove Advisors

Crescent Grove Advisors

Crow Holdings Capital achieves centralized multi-asset, multi-currency consolidated reporting and improved efficiency with Addepar

Crow Holdings Capital

Kirk Rimer

Principal

Dynasty Financial Partners achieves consolidated, real-time portfolio reporting and a unified advisor experience with Addepar

Dynasty Financial Partners

Shirl Penney

President, Chief Executive Officer

Fremont Group achieves flexible portfolio reporting and greater operational efficiency with Addepar

Fremont Group

Chuck Lesem

Director of Planning and Treasury

Gleneagles Group achieves 50–60% faster reporting and empowers families with Addepar

Gleneagles Group

Lyle Ross

Partner and Managing Director

GM Advisory Group achieves efficiency, accuracy, and time savings with Addepar

GM Advisory Group

Christopher Castellano

Managing Director

Jefferies achieves consolidated real-time multi-asset portfolio reporting and improved client transparency with Addepar

Jefferies

Michael Brabant

Managing Director, Head of Business Development - Wealth Management

KORE Private Wealth Management achieves complete client visibility and streamlined wealth reporting with Addepar

KORE Private Wealth Management

Ben Sax

Partner and Private Wealth Advisor

Legacy Knight achieves faster, more customized reporting with Addepar

Legacy Knight

Brad Martin

Chief Financial Officer

Litvak & Co. achieves faster multi-asset, multi-currency portfolio insights and client growth with Addepar

Litvak & Co.

Ricardo Litvak

Founder and CEO

Makena Capital Management achieves scalable transparency and enhanced client experience with Addepar

Makena Capital Management

Bill Miller

Managing Director

Meyer Handelman Company achieves scalable multi-generational wealth management with Addepar

Meyer Handelman Company

Zach Handelman

Managing Partner

PagnatoKarp achieves scalable growth and 99% client retention with Addepar

PagnatoKarp

Paul Pagnato

Founder & CEO

Papo Group achieves a unified picture of wealth with Addepar

Papo Group

Manuel Jose Rodriguez

Co-CIO and COO

Patrimonica achieves greater efficiency and personalized service with Addepar

Patrimonica

Jérémie Poirier Pratte

Vice President

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

Rincon Advisors

John O’Connor

Chief Investment Officer and President

Sage Mountain achieves better client communication and operational efficiency with Addepar Navigator

Sage Mountain

Tony Cox

Sage Mountain

Saranac Partners achieves scalable, tailored client experiences with Addepar

Saranac Partners

Benjamin Akesson

Investment Advisor

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

Silicon Valley Bank

Jeff Schnitz

President of Wealth Advisory

Stone Temple Partners achieves scalable private markets planning with Addepar Navigator

Stone Temple Partners

Alex Herman

Founder & CIO

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

Three Bell Capital

Jon Porter

Founder

Three Bridge Wealth Advisors achieves rapid custom reporting and order-of-magnitude efficiency gains with Addepar

Three Bridge Wealth Advisors

Brett Sharkey

Managing Director

Tiedemann Wealth Management achieves real-time, customized consolidated reporting with Addepar

Tiedemann Wealth Management

Kevin Moran

Chief Operating Officer

WE Family Offices achieves greater efficiency and scalable growth with Addepar

WE Family Offices

Michael Zeuner

Partner

Winthrop Wealth achieves scalable growth and high-touch client experience with Addepar

Winthrop Wealth’s

Max Winthrop

Chief Executive Officer

No matching case studies

Featured Companies

KETOS

19 Case Studies

ipSCAPE

22 Case Studies

3rdrisk

7 Case Studies