Addepar References Capped?

Access even more references from these marketplace competitors

Work at
Addepar?
Upgrade Profile
  • 4.8 / 5.0 (1387)
    16+ References
  • 4.8 / 5.0 (1202)
    14+ References
  • 4.8 / 5.0 (593)
    15+ References

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.

Show more
Categories:
  • 57 Testimonials View
  • 32 Case Studies View
  • 6 Customer Videos View
Customer Rating Review Score based on 3329 reference ratings
4.7/5.0 (3329)
  • 2025 Top Rated Software Award

57Testimonials

  • "The decision to bring on a new investor is not a hard one, because the incremental cost associated with it now that we are on Addepar is next to nothing."

    Brad Martin Chief Financial Officer

  • “Addepar stays relevant to their clients and keeps us relevant to ours. They are an excellent and responsive partner.”

    Eric Bodner Partner and Private Wealth Advisor

  • "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
56 more testimonials currently locked

32 Case Studies

  • Crow Holdings Capital - Customer Case Study

    Kirk Rimer Principal

  • Running a family office as a one-woman team That’s easy with Addepar

    Tanja Michiels Founder

  • Technology Built by People Recognizing Importance of Transparency

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

6 Customer Videos

  • Tiedemann Wealth Management - Customer Success Story (Michael Tiedemann - CEO)
    Play Video
    Michael Tiedemann CEO
  • Crescent Grove Advisors - Customer Success Story (Nick Kochanski - Managing Director)
    Play Video
    Nick Kochanski Managing Director
  • Jefferies - Customer Success Story (Michael Brabant - Managing Director, Head of Business Development - Wealth Management)
    Play Video
    Michael Brabant Managing Director, Head of Business Development - Wealth Management
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 32 businesses that use Addepar.

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

FeaturedCustomers has 1,913,855+ validated customer references including reviews, case studies, success stories, customer stories, testimonials and customer videos that will help you make better software purchasing decisions.