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.
Technology as a long-term investment: Why 3 Capital Partners chose Addepar
Family Office
AWM replaces proprietary system with Addepar to address rapid growth and LatAm expansion
RIA
Running a family office as a one-woman team: That’s easy with Addepar
Family Office
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
Data without limits
Institutions
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
GM Advisory Group, now part of Wealthspire Advisors, uses Addepar to deliver exceptional client services
RIA
Technology Built by People Recognizing Importance of Transparency
Private Bank
Three firms, one platform: Addepar’s role in the Laird Norton Wetherby merger
RIA
Legacy Knight embraced Addepar to deliver premium service while growing exponentially
Family Office
Moving from manual data entry to real-time portfolio insights
Addepar’s Open Architecture Powers Innovative Experience
Institutions
Meyer Handelman Company: Preserving legacy, embracing innovation
RIA
From $10 million to $400 million: How Modum scaled a tech-driven wealth advisory firm with Addepar
RIA
Addepar Enables Growth for $3.8B AUA Advisory Firm
RIA
Integrations
Papo Group unlocks transparency and a unified picture of wealth with Addepar
Family Office
Patrimonica navigates complex client needs and drives efficiency
RIA
Rincon Advisors Turn to Addepar to Build with Agility
Family Office
Scaling successfully: How the Ruwenzori Invest family office upgraded its tech stack and trebled its AUM
Sage Mountain transforms their alternative investment strategies with Navigator
RIA
Product
With plans to scale further, Saranac needed the optimal tech partner
Beyond 60/40: How Stone Temple built and manages a 50% private markets strategy using Navigator
Institutions
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
How a Shared Mindset Unleashed Growth for Two Firms
RIA
How Venturi Private Wealth scaled to $3.6B with a four-person investment team
RIA
WE Family Offices invests in Addepar to fuel growth and efficiency
RIA
Addepar Primes Forward-Thinking Firm for Growth
RIA
Integrations