When the partners at Three Bridge realized a few years ago that the firm’s growth was outpacing the ability for their technology to keep up, they hired an outside consultant to do a full-scale review aimed at aligning systems and strategy. Three Bridge decided Addepar’s comprehensive functionality in handling alternative investments like limited partnerships, real estate interests, and private equity, coupled with its customization capabilities, made it a natural choice as their technology cornerstone.
"Times have changed in the last 10 to 12 years, and Addepar is on the bleeding edge of that while others just haven’t caught up."
“Financial technology has changed significantly in the last 10 to 12 years, and Addepar is on the bleeding edge of that while others just haven’t caught up,” said Sharkey. Many Three Bridge clients are Silicon Valley titans and expect the financial technology they interact with to be customized to their needs, he noted. “To not be able to deliver customized solutions to your clients – that’s just a non-starter these days.”