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  • Addepar

  • Website www.addepar.com
  • Phone(855) 464-6268
  • Headquarters California
OVERALL CUSTOMER
REFERENCE RATING
4.6
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"Addepar was unique in its ability to provide very custom experiences built around timely data. One of..."
Chris Hale
Chief Operating Officer
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"We have significant complexity in our clients’ ownership structures. Most of our clients have multipl..."
Ben Novak
Chief Financial Officer
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"I’ll also add that I think Addepar is so much more progressive, intuitive, easy to use, and easy to i..."
Robert Dean
President and Chairman
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"As we look to grow the number of people and portfolios we work with, Addepar is furthering our effort..."
John O’Connor
Chief Investment Officer and President
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"Addepar lets us analyze portfolios the way we want. Some technologies force you into a linear view. W..."
Joe Piazza
Chairman and Chief Executive Officer
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"Addepar has upgraded our ability and our efficiency level, allowing us to spend more time on the impor..."
Nick Kochanski
Managing Director
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"There isn't a day when we are not talking to Addepar about something. Addepar is open to our advice o..."
Kirk Rimer
Principal
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"With Addepar we are tying the advice and the RIA together with multiple custodians and multiple produ..."
Shirl Penney
President, Chief Executive Officer
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"If the technology community is going to turn their minds to a problem they're going to push the ball..."
Michael Brabant
Managing Director, Head of Business Development - Wealth Management
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"Addepar is a great system partner with the engineering power and flexibility that gives our clients w..."
Michael Tiedemann
CEO
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"One of our clients might want three custom views, and another might ask for more. I need Addepar to b..."
Jeff Schnitz
President of Wealth Advisory
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"Our approach is helping us attract clients, and it will keep them with us for decades to come. Addepa..."
Ricardo Litvak
Founder and CEO
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"As they did the demo I was looking at it and thinking, ‘wow, that’s probably the best piece of softwa..."
Chuck Lesem
Director of Planning and Treasury
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"If we’re in the system and see data that needs to be updated, I can go in and change it right then an..."
Kelli Kellerman
SR VP Operation
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"The ultimate factor that differentiated Addepar was the customization of the solution. Addepar succee..."
Yuriy Shteinbuk
Investment Team Member
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"We get a lot of requests for different subsets of data. In Excel, that’s very difficult if you’re tra..."
Amy Rupinski
Accounting Manager
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Testimonials & Customer References of individual Addepar customers - their endorsements, recommendations, and customer success results of using the software or service. Read these Testimonials & Customer References to decide if Addepar is the right business software or service for your company.

We monitor all 16 testimonials to prevent fraudulent testimonials and keep all our testimonials quality high. We only post testimonials verified by the vendor. Verified testimonials require that customer is an actual user of the product.