Addepar Summit

Share in exclusive conversation, connection and insights in an intimate Napa Valley setting at the first ever Addepar Summit. Together, we’ll tap into our wealth of collective knowledge and expertise to better shape the future of the industry.

We hope you’ll join us.

About the Summit

The Addepar Summit is Addepar’s premier invitation-only event featuring discussions and insights from select peers and industry leaders, tailored specifically for client-centric advisors building winning businesses in the RIA and Multi-Family Office space. Held at OneHope Winery in Napa, this event will engage our audience through robust panels and sessions on emerging trends, technology and the opportunity to share in best practices. A welcome dinner will be held October 9 and The Summit will take place October 10.
Kindly note that this event is by invitation only. This event does not accommodate for additional guests. Attendance is limited to those who receive an invitation and RSVP below. Thank you in advance and we can’t wait to share this experience with you.


What’s in store

Listen + Learn
Immerse yourself in the insights of prominent industry leaders and top clients as they reveal their keys to success and explore the most pressing market trends.

Connect with a select group of peers, discussing the latest opportunities and exchanging best practices in an exclusive setting.

Join us for an unforgettable evening in wine country that will include a welcome dinner, reception, panels, fireside chats and roundtable discussions.

RSVP for the Summit

October 9-10, 2024 | Napa, California

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