Client advisory board
Client-driven innovation
Our Client Advisory Board has been instrumental in helping us continue to develop and innovate our platform based on what their clients value most.
Clients
We’re proud to be working
with innovative and
thoughtful leaders like you
clients include
Learn more about how working with
Addepar will help your firm grow.
How One RIA Uses Addepar to Stay Lean
RIA
Global Firm Ramps Up Efficiency and Quality of Client Reporting
RIA
Addepar Delivers Speed and Accuracy Without Compromising
Family Office
Upgrading Technology Solutions to Take Client Service to the Next Level
Family Office
Addepar Enables Advisors to Scale Operations With Efficiency
RIA
Dynasty Partners With Addepar to Provide a Unified Experience for Advisors
RIA
Integrations
Navigating Complexity with Addepar's Flexibility
Family Office
Addepar Elevates Extended Family Office’s World-Class Service
Family Office
Technology Built by People Recognizing Importance of Transparency
Private Bank
Addepar Helps an Independent Firm Do More With More
RIA
Addepar’s Open Architecture Powers Innovative Experience
RIA
Integrations
Addepar Enables Growth for $3.8B AUA Advisory Firm
RIA
Integrations
Rincon Advisors Turn to Addepar to Build with Agility
Family Office
Tech-Forward RIA Relies on Addepar to Deliver Modern Client Experience
RIA
How Addepar’s Client Success Team Helped Three Bridge Power its Addepar Installation
Three Bridge Wealth Advisors
How a Shared Mindset Unleashed Growth for Two Firms
RIA
Addepar Primes Forward-Thinking Firm for Growth
RIA
Integrations