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  • 4.8 / 5.0 (841)
    42+ References
  • 4.8 / 5.0 (1038)
    20+ References
  • 4.8 / 5.0 (1215)
    14+ References

Addepar Case Studies

  • Ruwenzori Invest trebles AUM with Addepar

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  • Altruist
    Reference Rating
    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 …

  • DPL Financial Partners
    Reference Rating
    4.8 / 5.0
    Customer References 20 total
    About

    DPL Financial Partners is the first and leading Turnkey Insurance Management Platform for RIAs, providing a marketplace of low-cost, Commission-Free products from some of the nation's top carriers. With DPL, …

  • 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 …

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