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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.

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  • 57 Testimonials View
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Customer Rating Review Score based on 3214 reference ratings
4.7/5.0 (3214)
  • 2025 Top Rated Software Award

57Testimonials

  • "We no longer have five clients; we have hundreds. It’s important to scale our analysis and reporting workflows, and Addepar has allowed us to do that."

    Derek Lapcevic Head of Performance Reporting

  • "After using multiple different softwares in the past, our only regret is not getting Addepar sooner."

    Matthew Porter Castle Financial Management

  • "When we’re inputting a new fund, we can input that assumption one time, and it’s done — everyone is using the same assumption. From a consistency and scalability perspective, it’s …

    Tony Cox Sage Mountain
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32 Case Studies

  • Patrimonica navigates complex client needs and drives efficiency

    Jérémie Poirier Pratte Vice President

  • Technology Built by People Recognizing Importance of Transparency

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

  • Addepar Delivers Speed and Accuracy Without Compromising

    Yuriy Shteinbuk Investment Team Member
31 more case studies currently locked

6 Customer Videos

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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 1,903,840+ validated customer references including reviews, case studies, success stories, customer stories, testimonials and customer videos that will help you make better software purchasing decisions.