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Clients & Community
Building for and with you: Innovation and client experience at Addepar’s Hackathon
As our 2025 Hackathon came to a close, we sat down with our VP of User Experience and Design and Chief Client Officer to hear how client feedback is driving innovation.
Addepeeps
Clients & Community
R&D
Enhancing the workflow: Reporting
Enhancing the Workflow explores how firms use Addepar to simplify complexity and better serve clients. In this edition, Americana Partners shares how they transformed their reporting process with Addepar.
Clients & Community
Meet Addepar: Rajiv Sharma helps drive investor insights with total portfolio projection tooling
In our Meet Addepar series, we sit down with the people at the heart of our success. Today, we speak to Rajiv Sharma, Director of Product Management for Addepar Navigator.
Clients & Community
Addepeeps
Balancing long-term growth with flexible liquidity: How Camino Partners plans 10 years ahead
Camino Partners adopted Addepar Navigator to keep pace with an expanding investment portfolio, including alts. The firm now projects and forecasts liquidity in greater detail and precision than ever before.
Clients & Community
Modernization is a mindset
Modernizing your tech stack is more than upgrading tools, it’s a strategic, cultural shift. Learn how leading firms are driving growth, improving client experiences and measuring real ROI.
Clients & Community
Industry
Meet Addepar: Tara Coakley builds trusted partnerships with high-growth clients
In our Meet Addepar series, we sit down with the people at the heart of our success. Today, we speak to Tara Coakley, Head of Strategic Network Firms.
Clients & Community
Addepeeps
Meet Addepar: Jamie Signorile helps global banks and asset allocators navigate tech transformation
In our Meet Addepar series, we sit down with the people at the heart of our success. Today, we speak to Jamie Signorile, Senior Director, Global Enterprise Solutions Engineering.
Clients & Community
Addepeeps
Meet Addepar: Kendall Preusch helps clients invest in winning solutions
In our Meet Addepar series, we sit down with the people at the heart of our success. Today, we speak to Kendall Preusch, Senior Manager for the Core Account Management team at Addepar.
Clients & Community
Addepeeps
GenTrust saves time and resources while growing their alternative investments
Addepar Alts Data Management helps GenTrust scale to add alternative investments without adding resources by streamlining workflows, improving accuracy and freeing up time for high-impact initiatives.
Clients & Community
Five ways Addepar can simplify your clients' tax prep
Optimize your clients’ tax strategies with Addepar. From detailed tax reporting to customizable closing methods, discover five ways Addepar simplifies tax preparation this season and beyond.
Platform
Clients & Community
Advisor Q&A: Delivering superior client experiences with better tech
Behind every successful client is a committed advisor seeking to provide the best available service.
Clients & Community
Adapting for growth: How RIAs build a resilient team and culture
Executives from top RIAs and MFOs stressed that investing in the right talent is key to sustainable growth and resilience in wealth management, where success depends on relationships and trust.
Clients & Community
Industry
Advisor Q&A: Paving the way for talent with top-tier tech
Attracting and retaining top talent remains a pressing challenge for the modern RIA. Those that choose to leverage technology to their advantage may find themselves attracting and retaining stronger advisors.
Clients & Community
Inside the M&A boom: how RIAs are navigating costs and cultural fit
Leading RIA and MFO firms joined us at the Addepar Summit recently for a behind-the-scenes look at mergers and acquisitions in the wealth management space. Here are the key takeaways.
Clients & Community
Industry
Advisor Q&A: Exceeding expectations with best-in-class tech
As the RIA landscape evolves, so do client expectations. With best-in-class technology, advisors are better equipped to meet these changing demands while continuing to deliver a quality service.
Clients & Community
Meet Addepar: Travis Larsen champions clients with automation and integration
In our Meet Addepar series, we sit down with the people at the heart of our success. Today, we speak to Travis Larsen, Director of the Technical Solutions Architect team at Addepar.
Clients & Community
Addepeeps
Exploring AI and innovation at the Addepar Summit
Artificial intelligence has quickly become one of the most transformative forces in financial services and wealth advisory. At the recent Addepar Summit, we led an interactive panel discussion on the rapidly...
Clients & Community
Industry
M&A, talent and AI insights from the first Addepar Summit
RIAs and MFOs recently joined us at the Addepar Summit. Our conversation turned to some of the hottest topics in wealth management including mergers and acquisitions, talent acquisition and retention, and...
Clients & Community
Industry
View Capital Advisors harnesses Addepar Dashboards to enable advisor capacity and power firmwide success
We recently sat down with View Capital Advisors to learn more about how the firm leverages Addepar Dashboards to enable advisor capacity and align on objectives.
Clients & Community
Product
Ultra Financial Partners found their perfect tech partner in Addepar
Overall, the enhanced capabilities Addepar can offer have strengthened our client relationships by providing them with clearer insights and a deeper understanding of their investments.
Clients & Community
Croak Capital chooses Addepar to enhance client service and operational efficiency
Cutting-edge solutions such as the Addepar platform help us differentiate Croak Capital in the marketplace and deliver superior value while allowing our staff and advisor team to focus on their clients.
Clients & Community
Meet the team: Delisha Grant VP, General Counsel
We recently sat down with Delisha Grant, Addepar’s VP–General Counsel to hear about her career journey, what accomplishments she’s most proud of and the best advice she’s received.
Clients & Community
Connecting with the Addepar Community: Nicole Sager of FitzRoy Investment Advisors
FitzRoy Investment Advisors is a multi-family office based in Miami, Florida. We are an independent firm that provides investment advice to high-net-worth families and individuals.
Clients & Community
Connecting with the Addepar Community: Tom Nicholson of Attinger
Attinger is a multi-family office managing $600 million. The firm offers private investment funds, which aim to drive industry-leading performance over a long-term investment horizon.
Clients & Community
Women’s History Month: Celebrating Women’s Achievements in Wealth Management (part 2)
In our second annual Women’s History Month blog post, we again have the privilege to highlight some of the top women in wealth management.
Clients & Community
Client-Powered Innovation: 3 Key Takeaways from Our 2021 Client Advisory Annual Event
We recently held our annual Addepar Client Advisory Board meeting to discuss exciting platform updates and opportunities for continued financial services industry advancement...
Clients & Community
A Conversation with Liesel Pritzker Simmons: Blue Haven Initiative Co-Founder and Principal
Liesel Pritzker Simmons sat down with Addepar to discuss how Blue Haven develops and implements strategies to address her and her husband’s specific values and concerns while achieving desired financial...
Clients & Community
5 Tips to Grow Your Firm While Delivering Exceptional Client Experience from Leading Wealth Advisors
Peter O'Brien shares takeaways from a recent panel discussion at Addepar’s Q2 Client Advisory Board meeting focused on growth strategies that RIA firms can employ for sustained competitive differentiation...
Clients & Community
Addepar Commemorates Juneteenth
Addepar commemorates Juneteenth as a time to reflect, connect and learn...
Clients & Community
Addepar Expands to Europe With New Office in Scotland
We’re thrilled to announce the opening of our first office outside the U.S. in Edinburgh, Scotland - another step toward realizing our vision to provide investors and advisors the data needed to optimize how...
Clients & Community
Women’s History Month: Celebrating Women’s Achievements in Wealth Management
It’s Women’s History Month, when we celebrate the many accomplishments of women in every avenue of business, government and our communities...
Clients & Community
Leading Voices in Wealth Management: Introducing Addepar’s Client Advisory Board
We’re thrilled to welcome some of the industry’s leading voices to our inaugural Client Advisory Board...
Clients & Community
Onboarding with Addepar: The First 30 Days
If you’re looking to migrate historical data from a legacy system to a modern platform, the process can be daunting. It doesn’t have to be...
Clients & Community
Top 5 Questions From Our National Client Call
We recently held our annual National Client Call. It offered a chance to look at our accomplishments in 2019 and what we’re working on as we charge into 2020. In case you missed it, check out the top 5...
Clients & Community