OVERALL CUSTOMER
REFERENCE RATING
4.6
Cherry Creek Family Offices CUSTOMER CASE STUDY
Ben Novak
Chief Financial Officer
Crow Holdings Capital CUSTOMER CASE STUDY
Kirk Rimer
Principal
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Crescent Grove Advisors CUSTOMER CASE STUDY
Nick Kochanski
Managing Director
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Jefferies CUSTOMER CASE STUDY
Michael Brabant
Managing Director, Head of Business Development - Wealth Management
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Tiedemann Wealth Management CUSTOMER CASE STUDY
Michael Tiedemann
CEO
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Dynasty Financial Partners CUSTOMER CASE STUDY
Shirl Penney
President, Chief Executive Officer
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CAM Capital CUSTOMER CASE STUDY
Yuriy Shteinbuk
Investment Team Member
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Fremont Group CUSTOMER CASE STUDY
Chuck Lesem
Director of Planning and Treasury
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Perigon Wealth Management CUSTOMER CASE STUDY
Chris Hale
Chief Operating Officer
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Robertson Stephens Advisors CUSTOMER CASE STUDY
Joe Piazza
Chairman and Chief Executive Officer
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Rincon Advisors CUSTOMER CASE STUDY
John O’Connor
Chief Investment Officer and President
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Silicon Valley Bank CUSTOMER CASE STUDY
Jeff Schnitz
President of Wealth Advisory
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Litvak & Co. CUSTOMER CASE STUDY
Ricardo Litvak
Founder and CEO
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Case Studies, Success Stories, Customer Stories & Customer References of individual Addepar customers - their use cases, successful stories, approaches, and customer success results of using the software or service. Read these Case Studies, Success Stories, Customer Stories & Customer References to decide if Addepar is the right business software or service for your company.

We monitor all 13 case studies & success stories to prevent fraudulent case studies & success stories and keep all our case studies & success stories quality high. We only post case studies & success stories verified by the vendor. Verified case studies & success stories require that customer is an actual user of the product.