Addepar References Capped?

Access even more references from these marketplace competitors

Work at
Addepar?
Upgrade Profile
  • 4.8 / 5.0 (1304)
    14+ References
  • 16+ References
  • 4.8 / 5.0 (699)
    23+ References

Addepar

Read 57 Addepar reviews and testimonials from customers, explore 40 case studies and customer success stories, and watch 6 customer videos to see why companies chose Addepar as their Wealth Management 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
  • 40 Case Studies View
  • 6 Customer Videos View
Customer Rating Review Score based on 3458 reference ratings
4.7/5.0 (3458)
  • 2025 Top Rated Software Award

57Testimonials

  • "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

  • "There isn't a day when we are not talking to Addepar about something. Addepar is open to our advice on how to make the product better. We are also open …

    Kirk Rimer Principal

  • "Addepar’s out-of-the-box integration enriches our Salesforce records, and makes our overall platform that much more valuable."

    Michael Banchick Executive Officer
56 more testimonials currently locked

40 Case Studies

  • Tabono Capital scales assets 5x with Addepar

  • Technology Built by People Recognizing Importance of Transparency

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

  • Ruwenzori Invest trebles AUM with Addepar

39 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 40 businesses that use Addepar.

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

FeaturedCustomers has 2,116,827+ validated customer references including reviews, case studies, success stories, customer stories, testimonials and customer videos that will help you make better software purchasing decisions.