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  • 4.8 / 5.0 (772)
    42+ References
  • 4.8 / 5.0 (542)
    21+ References
  • 4.8 / 5.0 (990)
    20+ References

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 …

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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 …

  • 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 …

  • DPL Financial Partners
    Reference Rating
    4.8 / 5.0
    Customer References 20 total
    About

    DPL Financial Partners is the first and leading Turnkey Insurance Management Platform for RIAs, providing a marketplace of low-cost, Commission-Free products from some of the nation's top carriers. With DPL, …

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