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Clients

Trusted by 1,500+ firms globally

Alliance Berstein logo CH Investment Partners logo Crescent Grove Advisors logo London & Capital logo Morgan Stanley logo Stifel logo

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Increase in assets under advisement
Modum

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Number of
clients served
Saranac Partners

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Hours saved per week managing alts
Laid Norton Wetherby

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Reduction in time spent creating reports
WE Family Offices

Without Addepar, I couldn’t do all of this by myself. Addepar offers firms a way of elevating professionalism, of giving better advice to clients. As the world becomes increasingly complex, you need tools as sophisticated as this.

Tanja Michiels

Founder, Bird&Bee

As the scale and complexity of our firm increases, the demand for information from our general partners and the firm has increased. Addepar has enabled us to not only meet the demands, but do so in greater depth and much faster than we would have otherwise.

Jillian Griffiths

CFO, Clayton Dubilier & Rice

Before, I had a static picture with all the line items, but it was never the full story. Now, with Addepar, I have a dynamic, real-time view under one umbrella, where everything seamlessly feeds into a single dashboard — one username, one password. It’s exactly what we needed: a solution that also felt both secure and flexible.

Manuel Jose Rodriguez

Co-CIO and COO, Papo Group

One of our advisors summed it up by saying, ‘Life before Addepar is like life before the iPhone — I don’t even remember it.

Michael Zeuner

Partner, WE Family Offices

We weren’t just looking for another technology platform. We were looking for an innovative thought partner to help us exceed client expectations, and we found that in Addepar.

Rick Bains

Head of Technology, Saranac Partners

This was the best deployment in my 40 years in the business. It's an example of how things should be done.

Richard Mack

Founder and CEO, Mack Financial Group

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