Partner Types



Preferred Plus

BNY Mellon Pershing

"Pershing’s breadth of capabilities and long-standing collaboration with Addepar brings advisors an integrated solution across their bank custody, brokerage, and alternative assets."

Successful advisory firms need much more than best-in-class technology to serve their clients at the highest levels—they also need a supportive custodian that provides quality data to inform strategic decisions, plus service-level expertise that enables new ways to work with clients. Pershing’s close relationship with Addepar helps hybrid firms, large RIAs, those who need multi-currency solutions, and firms with complex investment needs get the most out of the platform’s reporting and analysis tools.