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  • 4.8 / 5.0 (557)
    21+ References
  • 4.8 / 5.0 (1181)
    14+ References
  • 4.8 / 5.0 (566)
    15+ References

Addepar Case Studies

  • Rincon Advisors Turn to Addepar to Build with Agility

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  • CircleBlack
    Reference Rating
    4.8 / 5.0
    Customer References 21 total
    About

    CircleBlack is unlocking the potential of the wealthtech ecosystem by delivering an interoperable all-in-one cloud-based software platform. CircleBlack’s platform includes performance reporting, rebalancing, and billing functionality, as well as real-time …

  • InvestCloud
    Reference Rating
    4.8 / 5.0
    Customer References 14 total
    About

    InvestCloud is California-based with a global presence, known for first-class, financial digital solutions, pre-integrated in the cloud. They create beautifully designed client experiences and intuitive operations solutions using their ever-expanding …

  • Orion
    Reference Rating
    4.8 / 5.0
    Customer References 15 total
    About

    Orion is a wealthtech powerhouse delivering an integrated suite of fully connected, disruptive technology and investment solutions on an open architecture platform. Their tech-enabled fiduciary process empowers financial advisors to …

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