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Addepar Case Studies

  • Addepar’s Open Architecture Powers Innovative Experience

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  • Altruist
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    4.8 / 5.0
    Customer References 42 total
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    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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  • BridgeFT
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    BridgeFT is a leading provider of WealthTech API solutions for FinTechs, RIAs, TAMPs, and Financial Institutions. They offer integrated advisor platforms, open APIs, and automated SaaS solutions to streamline operations, …

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  • Orion
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    4.8 / 5.0
    Customer References 20 total
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    Orion is a wealthtech company delivering an integrated suite of connected investment and advisory technology solutions for financial advisors on an open architecture platform, including CRM and related workflow tools.

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