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  • 4.8 / 5.0 (516)
    56+ References
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Read 57 Addepar reviews and testimonials from customers, explore 32 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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Customer Rating Review Scorebased on 2989 reference ratings
4.7/5.0 (2989)
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57Testimonials

  • "It’s not just that we want things to look and feel a certain way, it’s that it actually helps clients better understand and evaluate their investments, and ultimately make better decisions."

    Jon PorterFounder
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32 Case Studies

  • Addepar Enables Growth for $3.8B AUA Advisory Firm

    Paul PagnatoFounder & CEO
31 more case studiescurrently locked

6 Customer Videos

  • Play Video
    Chuck LesemDirector of Planning and Treasury
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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 32 businesses that use Addepar.

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

FeaturedCustomers has 1,839,942+ validated customer references including reviews, case studies, success stories, customer stories, testimonials and customer videos that will help you make better software purchasing decisions.