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Addepar Testimonials

  • "We’re constantly looking for partners in the tech ecosystem that are thinking about where the market’s going to be. Addepar is very much philosophically aligned with that. They’re coming to work every day with us, helping us to collaborate to build better reporting tools to allow our advisors to take better care of our underlying clients."

    Shirl PenneyPresident, Chief Executive Officer
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    4.7 / 5.0
    Customer References42 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 opening, trading, reporting, and billing bundled into a streamlined solution, advisors of all sizes are empowered to run the practice they envisioned.

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    4.7 / 5.0
    Customer References21 total
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    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 two-way connectivity to custodian and held away accounts along with a range of 3rd party CRM, planning, and risk tools. Over 100 advisory firms and 1,000 advisors leverage CircleBlack technology to deliver prosperity to families and communities.

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    4.7 / 5.0
    Customer References15 total
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    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 seamlessly attract new clients, connect planning goals to investment strategies, and help achieve each investor’s unique definition of financial success.

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