Addepar References Capped?

Access even more references from these marketplace competitors

Work at
Addepar?
Upgrade Profile
  • 4.8 / 5.0 (897)
    42+ References
  • 4.8 / 5.0 (894)
    56+ References
  • 4.8 / 5.0 (1079)
    20+ References

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.

Show more
Categories:
Show more
  • 57 Testimonials View
  • 38 Case Studies View
  • 6 Customer Videos View
Customer Rating Review Score based on 3403 reference ratings
4.7/5.0 (3403)
  • 2025 Top Rated Software Award

57Testimonials

  • "In our view, Addepar is a leading technology solution when it comes to providing reporting for our clients with sophisticated financial needs."

    Sal Cucchiara Morgan Stanley

  • "If the technology community is going to turn their minds to a problem they're going to push the ball forward really rapidly. And that has been the case with Addepar."

    Michael Brabant Managing Director, Head of Business Development - Wealth Management

  • “The younger generation is the ‘now’ generation. They don't wait. They want to know right now about their transactions and what their portfolios are worth, In our old system, there …

    Rick Handelman Senior Managing Partner
56 more testimonials currently locked

38 Case Studies

  • Patrimonica navigates complex client needs and drives efficiency

    Jérémie Poirier Pratte Vice President

  • How Addepar’s Client Success Team Helped Three Bridge Power its Addepar Installation

    Brett Sharkey Managing Director

  • Technology Built by People Recognizing Importance of Transparency

    Michael Brabant Managing Director, Head of Business Development - Wealth Management
37 more case studies currently locked

6 Customer Videos

5 more videos currently locked

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 2,053,340+ validated customer references including reviews, case studies, success stories, customer stories, testimonials and customer videos that will help you make better software purchasing decisions.