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  • 4.8 / 5.0 (912)
    42+ References
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  • 4.8 / 5.0 (651)
    21+ References

Addepar Testimonials

  • "Trust is integral to Winthrop’s client relationships. We needed a partner that understood this, and would not only help establish confidence in data accuracy but also act as a single source of truth for our reporting and analysis."

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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 …

  • BridgeFT
    Reference Rating
    Customer References 8 total
    About

    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, …

  • 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 …

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