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Addepar

  • HeadquartersMountain View,California
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  • Phone(855) 464-6268
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Testimonials(16)

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Addepar Testimonials ( 2 of 16 Testimonials )
COMPANY SIZE
11-50 Employees
INDUSTRY
Financial Services
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"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 p…" + See Full Testimonial
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COMPANY SIZE
11-50 Employees
INDUSTRY
Investment Management
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"Addepar has upgraded our ability and our efficiency level, allowing us to spen…" + See Full Testimonial
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COMPANY SIZE
51-200 Employees
INDUSTRY
Financial Services
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"As they did the demo I was looking at it and thinking, ‘wow, t…" + See Full Testimonial
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"I’ll also add that I think Addepar is so much more progressive, in…" + See Full Testimonial
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COMPANY SIZE
51-200 Employees
INDUSTRY
Financial Services
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"With Addepar we are tying the advice and the RIA together with multiple custodians and…" + See Full Testimonial
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COMPANY SIZE
1-10 Employees
INDUSTRY
Financial Services
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"As we look to grow the number of people and portfolios we work with, Addepar is furthering our efforts. Addepar offers a level of transparency that’s hard to achiev…" + See Full Testimonial
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COMPANY SIZE
51-200 Employees
INDUSTRY
Investment Management
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"Addepar is a great system partner with the engineering power and flexibility that g…" + See Full Testimonial
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COMPANY SIZE
11-50 Employees
INDUSTRY
Investment Management
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"There isn't a day when we are not talking to Addepar about something. Addepar is open to our advice on how to make the prod…" + See Full Testimonial
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COMPANY SIZE
1001-5000 Employees
INDUSTRY
Investment Banking
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"If the technology community is going to turn their minds to a problem they're goin…" + See Full Testimonial
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COMPANY SIZE
1-10 Employees
INDUSTRY
Financial Services
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"Our approach is helping us attract clients, and it will keep them with us for decades to come. Addepar improves the…" + See Full Testimonial
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COMPANY SIZE
11-50 Employees
INDUSTRY
Investment Management
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"Addepar was unique in its ability to provide very custom experiences built around timely data. One of the focuses of our firm is to put our clients first…" + See Full Testimonial
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"The ultimate factor that differentiated Addepar was the customization of the solution. Addepar succeeds…" + See Full Testimonial
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+ Additional Customer References from CAM Capital
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COMPANY SIZE
1001-5000 Employees
INDUSTRY
Banking
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"One of our clients might want three custom views, and another might ask for more. I need Addepar to be flexible and useful f…" + See Full Testimonial
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"We have significant complexity in our clients’ ownership structures. Most of our clients have multiple investment partnerships that are owned by individuals, trusts or other partnerships…" + See Full Testimonial
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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.