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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.

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  • 57 Testimonials View
  • 38 Case Studies View
  • 6 Customer Videos View
Customer Rating Review Score based on 3379 reference ratings
4.7/5.0 (3379)
  • 2025 Top Rated Software Award

57Testimonials

  • "No other solution came close, and we evaluated dozens of options. Addepar provides a high level of consistency with timely and accurate direct custodian feeds, allowing this information to be …

    Jeff Schnitz President of Wealth Advisory

  • "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, …

    Manuel Jose Rodriguez Co-CIO and COO

  • "We weren’t just looking for another technology platform. We were looking for an innovative thought partner to help us exceed client expectations, and we found that in Addepar."

    Benjamin Akesson Investment Advisor
56 more testimonials currently locked

38 Case Studies

  • Papo Group unlocks transparency and a unified picture of wealth with Addepar

    Manuel Jose Rodriguez Co-CIO and COO

  • How One RIA Uses Addepar to Stay Lean

    Tom Baker Founder

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

    Tanja Michiels Founder
37 more case studies currently locked

6 Customer Videos

  • 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
  • Dynasty Financial Partners - Customer Success Story (Shirl Penney - President, Chief Executive Officer)
    Play Video
    Shirl Penney President, Chief Executive Officer
  • Fremont Group - Customer Success Story (Chuck Lesem - Director of Planning and Treasury)
    Play Video
    Chuck Lesem Director of Planning and Treasury
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 2,015,120+ validated customer references including reviews, case studies, success stories, customer stories, testimonials and customer videos that will help you make better software purchasing decisions.