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Addepar

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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  • 57 Testimonials View
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Customer Rating Review Score based on 3291 reference ratings
4.7/5.0 (3291)
  • 2025 Top Rated Software Award

57Testimonials

  • "The support team never stumbled; they were never stumped. Every time we have had a question, they’ve been very helpful and responsive."

    Catherine Jackson Family Chief Financial Officer

  • "We selected Addepar because it allowed us to handle complex portfolios — enabling us to be the best stewards of our clients wealth."

    Rick Bains Head of Technology

  • "The transparency that the Addepar reports provide is aligned with our core values and we believe it contributes to long-term client retention."

    Kevin Moran Chief Operating Officer
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32 Case Studies

  • WE Family Offices invests in Addepar to fuel growth and efficiency

    Michael Zeuner Partner

  • Addepar Elevates Extended Family Office’s World-Class Service

    Lyle Ross Partner and Managing Director

  • SVB Chooses Addepar for Customization Prowess

    Jeff Schnitz President of Wealth Advisory
31 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 32 businesses that use Addepar.

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

FeaturedCustomers has 1,911,736+ validated customer references including reviews, case studies, success stories, customer stories, testimonials and customer videos that will help you make better software purchasing decisions.