Upcoming Events

Newport Beach, CA

Optimizing The Billion Dollar Firm

Addepar is a proud partner of this Dynasty Financial Partners gathering to bring together an audience of leading RIAs within the +$1 Billion AUM world.

New York, NY

Cutter Wealth Exhibition

Addepar is pleased to participate in one of Cutter’s member-only events.

San Francisco, CA

Optimizing The Billion Dollar Firm

Addepar is a proud partner of this Dynasty Financial Partners gathering to bring together an audience of leading RIAs within the +$1 Billion AUM world.

Snowbird, UT

SKI-PE

Ski-PE is a proprietary event that combines professional networking, “Ski-PE”/CLE Credit, back office topics, and skiing over the course of two days.

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Event Series

Client Events: Addepar Academy

Want to learn how to use Addepar live from an expert? Our interactive courses involve demonstrations, hands-on exercises, interaction with other Addepar users, and personal attention from an experienced training manager. Whether you are new to the platform or a longtime user, investing in Addepar expertise is a fantastic way to increase efficiency and add value to your business in 2018.

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Upgrade your investment management platform.

Contact Addepar today to see how our platform can help you make more informed investment decisions and provide superior client service.

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