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  • 4.8 / 5.0 (715)
    56+ References
  • 4.8 / 5.0 (529)
    21+ References
  • 4.8 / 5.0 (533)
    15+ References

Addepar Case Studies

  • How One RIA Uses Addepar to Stay Lean

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  • Black Diamond Wealth Platform
    Reference Rating
    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 …

  • 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 …

  • 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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