Real-World Case Studies and Customer Success Stories with Addepar platform

Addepar helped Lobnek Wealth Management automate data aggregation, saving 80% of the time spent on manual entry. Lobnek moved from... spreadsheets to real-time portfolio insights, improving accuracy and reducing errors. The platform supports compliance across Swiss and U.S. regulations, making audits easier. Advisers can now answer client questions live and adjust portfolios instantly. Addepar enables Lobnek to serve global clients with flexible, transparent reporting.
Show More..

3 Capital Partners, an investment office in Hong Kong, wanted to avoid sell-side conflicts and product-driven models. They needed a... technology provider that could support their goal-focused, fee-based approach. The firm chose a modern solution to help design reliable investment plans for clients. Their focus is on return quality and repeatability. The technology supports their mission to meet long-term client targets.
Show More..

Ruwenzori Invest, a Dubai-based family office, needed to modernize its investment management technology. The team evaluated five platforms before choosing... Addepar. With Addepar, they upgraded their tech stack to support future growth. This move helped them triple their assets under management. The solution focused on wealth preservation and multi-generational planning.
Show More..

Addepar helped Modum Private Wealth, a fast-growing wealth advisory firm, manage complex client needs. Modum serves ultra-high-net-worth families with personalized... wealth management. The firm used Addepar to streamline operations and improve client communication. Addepar anchored Modum’s tech stack from the start. This enabled Modum to deliver exceptional service and support growth.
Show More..

Blue Oak Capital, LLC uses Addepar to manage client portfolios with a small team. The firm relies on Addepar’s technology... and integrations to access real-time portfolio data. This helps Blue Oak maintain strong client relationships and deliver needed information quickly. Addepar enables the firm to stay competitive while keeping operations lean.
Show More..

Laird Norton Wetherby merged three firms and needed to unify their systems. They chose Addepar to integrate technology and support... rapid growth. The firm grew from $1 billion to $16 billion in assets. Addepar helped them serve clients at all stages of wealth. The solution enabled seamless operations across multiple offices.
Show More..

Stone Temple Partners built a wealth advisory platform for multiple families with complex needs. They managed portfolios with over 50%... in private market investments. As their client base grew, Excel spreadsheets created bottlenecks in asset management. The firm needed a better system to handle unique portfolios, legacy positions, and custom preferences. They sought a solution to streamline portfolio management for sophisticated clients.
Show More..

Addepar helped Bird&Bee, a Belgium-based family office, improve its reporting and wealth planning. The firm, run by a single advisor,... uses Addepar to manage complex portfolios for high-net-worth clients. Addepar made it possible for one person to handle advanced portfolio management. The technology supports better advice and long-term planning. Bird&Bee relies on Addepar for professional, efficient service.
Show More..

Activest Wealth Management replaced their proprietary software with Addepar in 2022. The firm manages over $2.5 billion in assets and... needed a platform to support rapid growth and expansion into family office services. Addepar helped AWM handle complex multi-currency and multi-asset portfolios. The switch enabled AWM to better serve clients and streamline advisor operations. AWM now offers a comprehensive platform for independent advisors.
Show More..

Addepar helped Rincon Advisors improve portfolio analysis speed. The firm previously spent days gathering data from multiple sources and entering... it into spreadsheets. This slowed down reporting and limited the questions portfolio owners could ask. With Addepar, Rincon Advisors can now deliver fast answers and better serve their clients. The solution removed manual work and enabled more responsive service.
Show More..

Makena Capital Management uses Addepar to support endowment-style investing for family offices, foundations, and institutions. The firm leverages Addepar to... manage multi-asset-class portfolios. This helps Makena offer investment strategies once limited to elite endowments. Addepar enables Makena to preserve and grow capital for its clients. The platform supports holistic investment management.
Show More..

Tiedemann Advisors saw a fourfold increase in assets under advisement from 2016 to 2020. The firm needed a strong performance... reporting solution to support rapid growth and client demands. Addepar provided technology and data tools that gave advisors more value and transparency. Over five years, Addepar helped Tiedemann deliver tailored insights and improve client experience. The partnership enabled Tiedemann to meet evolving needs and maintain high service standards.
Show More..

Addepar helped WE Family Offices scale advisory services for over 100 families. The firm managed $16.3 billion in assets and... needed better technology to grow. Addepar replaced manual processes and point solutions. The platform improved data handling, privacy, and operational efficiency. WE Family Offices now uses automation and data to serve clients better.
Show More..

Three Bell Capital wanted a simple, flexible platform for tech-savvy investors. They needed clean, user-friendly reporting for technology entrepreneurs and... executives. Their advisors required confidence in their technology suite to focus on client relationships. Addepar provided customizable solutions for comprehensive reporting, including alternatives. This helped Three Bell Capital deliver a high-touch, personalized experience to clients.
Show More..

PagnatoKarp needed a new technology partner to help them grow fast. They wanted a platform for advanced data aggregation and... custom reporting. Their clients had unique needs, so flexible report customization was key. The team also needed better support for alternative investment reporting. Their old tools could not automate or streamline private investment reports. They searched for a solution that could scale with their business.
Show More..

Three Bridge Wealth Advisors chose Addepar to support rapid growth and complex client needs. Their old technology could not keep... up with the firm's expansion. Addepar's platform handles alternative investments and offers strong customization. This lets Three Bridge deliver tailored solutions to demanding Silicon Valley clients. The firm sees Addepar as a leader in modern financial technology.
Show More..

Addepar helped Winthrop Wealth improve client engagement with better portfolio reporting. The firm wanted to reinvent the client experience and... needed technology to support their new team approach. Addepar provided a turn-key solution for accurate, consistent, and attractive performance reports. The platform supports teamwork and scales as Winthrop Wealth grows. Advisors now deliver a better client experience with advanced reporting tools.
Show More..

Addepar helped Cherry Creek Family Offices improve reporting speed and accuracy. The firm manages complex portfolios for wealthy families, including... alternative assets. Their old system was slow and could not handle custom reports or modern client needs. Addepar provided a platform for accurate analysis and paperless, cloud-based reporting. This upgrade enabled better service for tech-savvy clients and reduced manual corrections.
Show More..

Sage Mountain Advisors switched from spreadsheets to Navigator in 2023. The firm manages over $5 billion in assets for high-net-worth... clients. They needed a scalable way to manage complex alternative portfolios. Navigator helped them standardize assumptions and improve cash flow forecasting. The team now works with more consistency and efficiency.
Show More..

CD&R manages over $70 billion in assets and needed to modernize its technology platform. The firm operates in a complex,... competitive private equity market. Addepar helped CD&R scale operations and gain better insights from their data. This upgrade supported CD&R's growth and ability to manage diverse investments.
Show More..

Addepar helped Crescent Grove Advisors deliver specialized wealth management to ultra-high net worth clients. Crescent Grove Advisors uses Addepar to... support complex wealth strategies and provide high-touch, personalized service. The firm relies on Addepar for process-oriented investment management and objective research. Advisors can focus on long-term client relationships and tailored solutions. Addepar enables Crescent Grove Advisors to examine client needs from every angle.
Show More..

GM Advisory Group uses Addepar’s technology and data platform to deliver personalized wealth management for high-net-worth clients. The firm manages... around 650 households and $3 billion in assets under management. Addepar helps GMAG exceed client expectations and remain a core part of their tech stack. Even after evaluating other solutions, GMAG continues to rely on Addepar for its wealth management needs.
Show More..

Addepar helped Boreal Capital Management solve complex portfolio reporting challenges. Boreal managed client assets across many custodians and currencies. Their... advisors spent too much time gathering and formatting data for reports. Addepar's platform let them consolidate data and automate report creation. This improved efficiency and gave advisors more time for clients.
Show More..

Addepar helped Fremont Group manage growing data needs as their family office expanded. Fremont needed a platform to present and... analyze complex financial data for both management and family members. Addepar provided flexible data analysis and reporting tools. This allowed Fremont to support superior risk-adjusted returns and world-class operations. The solution matched their business strategy and scaled with their organization.
Show More..

Legacy Knight is a multi-family office that needed better technology as it grew. Their old platform had major limitations. They... switched to Addepar to solve these problems. Now, adding new investors is easy and costs almost nothing. The CFO says Addepar made a big difference for their business.
Show More..

Papo Group, a Dominican Republic-based family office, needed better technology to manage diverse investments. Their small team struggled with legacy... systems and complex asset management. They chose Addepar to improve efficiency and support long-term wealth growth. Addepar helped them upgrade their investment management process.
Show More..

Saranac Partners, a wealth management firm in London and Madrid, manages over £5 billion in client assets. The firm wanted... to scale its advisory and analysis services for ultra-high-net-worth clients. Saranac sought a technology partner to deliver advanced tools and functionality. Their goal was to enhance personalized wealth management and support future growth. The focus was on providing a boutique private office experience with institutional expertise.
Show More..

Gleneagles Group manages over three billion dollars in assets for multigenerational families. Their legacy system made financial analysis and reporting... slow and manual. The team wanted to spend less time on data entry and more on delivering insights. They chose Addepar to streamline reporting and analysis. This let staff focus on providing tailored financial advice to clients. The new solution improved efficiency and client experience.
Show More..

Dynasty Financial Partners used Addepar to support top independent advisors. The platform helped advisors serve clients better and grow their... business. Technology shifts enabled new ways for clients to get advice. Addepar's solution minimized conflicts and improved efficiency. Dynasty became a leading integrated platform provider in wealth management.
Show More..

Meyer Handelman Company, a US-based RIA with $3. 1 billion in assets under management, modernized its operations by investing in...advanced technology. The firm wanted to merge its long-standing tradition with new tools to better serve multi-generational clients. This approach helped attract and retain younger generations while maintaining strong relationships with legacy clients. The company avoided expanding its advisor team to preserve personal client connections. Their modernization initiative was key as the Great Wealth Transfer approaches.
Show More..

Patrimonica manages over $5 billion in assets for high-net-worth families. The Montreal-based firm needed a new technology solution to meet... changing client demands. Their team of 36 professionals provides tailored investment and financial reporting services. They sought innovation to support growth and efficiency. Addepar helped Patrimonica address these needs for their multi-family office clients.
Show More..

Addepar helped Cam Capital, a private investment firm in New York, move away from Excel for data aggregation and reporting. The firm struggled... with slow, error-prone processes and static reports. Customizing reports in Excel was complex and led to mistakes. Addepar enabled faster, more accurate reporting and easier data access for both accounting and investment teams. This improved efficiency and reduced errors in their financial operations.
Show More..

Addepar helps Jefferies manage complex portfolios. The platform supports multi-asset class and multi-currency reporting. Jefferies uses Addepar to view detailed... transactions and exposures. This enables consolidated financial reporting across all asset classes. Addepar solves the challenge of integrating data from different sources. Jefferies benefits from a unified view of their investments.
Show More..