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Addepar

Read 57 Addepar reviews and testimonials from customers, explore 38 case studies and customer success stories, and watch 6 customer videos to see why companies chose Addepar as their RIA Software

Addepar is the financial operating system that brings common sense and data-driven investing to their financial world. Addepar gives asset owners and advisors a clearer financial picture at every level, all in one place. It handles all types of assets denominated in any currency. With customizable reporting, financial advisors can visualize and communicate relevant information to anyone who needs it. Secure, scalable, and fast, Addepar is purpose-built to power the global financial system.

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  • 57 Testimonials View
  • 38 Case Studies View
  • 6 Customer Videos View
Customer Rating Review Score based on 3441 reference ratings
4.7/5.0 (3441)
  • 2025 Top Rated Software Award

57Testimonials

  • "No other solution came close, and we evaluated dozens of options. Addepar provides a high level of consistency with timely and accurate direct custodian feeds, allowing this information to be …

    Jeff Schnitz President of Wealth Advisory

  • "There isn't a day when we are not talking to Addepar about something. Addepar is open to our advice on how to make the product better. We are also open …

    Kirk Rimer Principal

  • "We’re constantly looking for partners in the tech ecosystem that are thinking about where the market’s going to be. Addepar is very much philosophically aligned with that. They’re coming to …

    Shirl Penney President, Chief Executive Officer
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38 Case Studies

  • Lobnek Wealth Management saves 80% of data aggregation time with Addepar

  • Ruwenzori Invest trebles AUM with Addepar

  • How One RIA Uses Addepar to Stay Lean

    Tom Baker Founder
37 more case studies currently locked

6 Customer Videos

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Additional Addepar Information & Resources

Read Addepar Reviews, Testimonials & Customer References from 57 real Addepar customers.

Browse Addepar Case Studies, Customer Success Stories, & Customer References from 38 businesses that use Addepar.

Watch Addepar Customer Videos to learn why 6 businesses chose Addepar.

FeaturedCustomers has 2,119,921+ validated customer references including reviews, case studies, success stories, customer stories, testimonials and customer videos that will help you make better software purchasing decisions.