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  • 4.8 / 5.0 (562)
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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 3025 reference ratings
4.7/5.0 (3025)
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57Testimonials

  • "We are looking for ways to deliver value beyond just tables and charts. We want more ways to tell stories to our clients, how the investment strategy is helping with their financial goals, and the thought process behind investment decisions."

    Duff SaxePartner
56 more testimonialscurrently locked

32 Case Studies

  • Dynasty Partners With Addepar to Provide a Unified Experience for Advisors

    Shirl PenneyPresident, Chief Executive Officer
31 more case studiescurrently locked

6 Customer Videos

  • Play Video
    Michael BrabantManaging Director, Head of Business Development - Wealth Management
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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 1,848,290+ validated customer references including reviews, case studies, success stories, customer stories, testimonials and customer videos that will help you make better software purchasing decisions.