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Addepar Case Studies

  • Tech-Forward RIA Relies oAddepar to Deliver Modern Client Experience

    Jon Porter Founder
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  • Altruist
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    4.8 / 5.0
    Customer References 42 total
    About

    Altruist is Build the best version of your firm when you partner with a custodian that brings together critical RIA technology and great customer service. With intuitive software for account …

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  • Black Diamond Wealth Platform
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    4.8 / 5.0
    Customer References 56 total
    About

    Black Diamond Wealth Platform is an award-winning, cloud-native solution designed to meet the complex business needs of wealth management professionals and their clients. Complete with performance reporting, portfolio rebalancing, an …

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  • 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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