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Addepar Testimonials

  • "Addepar lets us analyze portfolios the way we want. Some technologies force you into a linear view. With Addepar, we see complex portfolios as a matrix. You can look at portfolios vertically, horizontally and in depth. Addepar helps us understand the interplay of assets and how daily events impact a portfolio. There’s nothing else like it."

    Joe PiazzaChairman and 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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    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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