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  • 4.8 / 5.0 (426)
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Read 49 Addepar reviews and testimonials from customers, explore 27 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 2865 reference ratings
4.7/5.0 (2865)
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49Testimonials

  • "Before, I had a static picture with all the line items, but it was never the full story. Now, with Addepar, I have a dynamic, real-time view under one umbrella, where everything seamlessly feeds into a single dashboard — one username, one password. It’s exactly what we needed: a solution that also felt both secure and flexible."

    Manuel Jose RodriguezCo-CIO and COO
48 more testimonialscurrently locked

27 Case Studies

  • Tech-Forward RIA Relies oAddepar to Deliver Modern Client Experience

    Jon PorterFounder
26 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 49 real Addepar customers.

Browse Addepar Case Studies, Customer Success Stories, & Customer References from 27 businesses that use Addepar.

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

FeaturedCustomers has 1,804,985+ validated customer references including reviews, case studies, success stories, customer stories, testimonials and customer videos that will help you make better software purchasing decisions.