Addepar

Our Clients at the Core

Addepar 2021 Client Advisory Board

Our Client Advisory Board brings diverse perspectives from leading independent wealth managers together to share in a common goal of developing the best product for our clients and communities.

View Members

Latest update

Celebrating Parents at Addepar

Latest news

RBC inks portfolio management deal with Addepar

Clients

We’re proud to be working
with innovative and
thoughtful leaders like you

clients include

Addepar 2021 Client Advisory Board

How One RIA Uses Addepar to Stay Lean

Global Firm Ramps Up Efficiency and Quality of Client Reporting

Addepar Delivers Speed and Accuracy Without Compromising

Upgrading Technology Solutions to Take Client Service to the Next Level

Addepar Enables Advisors to Scale Operations With Efficiency

Dynasty Partners With Addepar to Provide a Unified Experience for Advisors

Navigating Complexity with Addepar's Flexibility

Addepar Elevates Extended Family Office’s World-Class Service

Technology Built by People Recognizing Importance of Transparency

Addepar Helps an Independent Firm Do More With More

Addepar’s Open Architecture Powers Innovative Experience

Addepar Enables Growth for $3.8B AUA Advisory Firm

Rincon Advisors Turn to Addepar to Build with Agility

SVB Chooses Addepar for Customization Prowess

Tech-Forward RIA Relies on Addepar to Deliver Modern Client Experience

How Addepar’s Client Success Team Helped Three Bridge Power its Addepar Installation

How a Shared Mindset Unleashed Growth for Two Firms

Addepar Primes Forward-Thinking Firm for Growth

Latest update

Celebrating Parents at Addepar

Latest news

RBC inks portfolio management deal with Addepar

Clients

We’re proud to be workingwith innovative andthoughtful leaders like you

clients include

Addepar 2021 Client Advisory Board

How One RIA Uses Addepar to Stay Lean

Global Firm Ramps Up Efficiency and Quality of Client Reporting

Addepar Delivers Speed and Accuracy Without Compromising

Upgrading Technology Solutions to Take Client Service to the Next Level

Addepar Enables Advisors to Scale Operations With Efficiency

Dynasty Partners With Addepar to Provide a Unified Experience for Advisors

Navigating Complexity with Addepar's Flexibility

Addepar Elevates Extended Family Office’s World-Class Service

Technology Built by People Recognizing Importance of Transparency

Addepar Helps an Independent Firm Do More With More

Addepar’s Open Architecture Powers Innovative Experience

Addepar Enables Growth for $3.8B AUA Advisory Firm

Rincon Advisors Turn to Addepar to Build with Agility

SVB Chooses Addepar for Customization Prowess

Tech-Forward RIA Relies on Addepar to Deliver Modern Client Experience

How Addepar’s Client Success Team Helped Three Bridge Power its Addepar Installation

How a Shared Mindset Unleashed Growth for Two Firms

Addepar Primes Forward-Thinking Firm for Growth

We’re proud to be working
with innovative and
thoughtful leaders like you