Addepar

That's a wrap on #SchwabIMPACT! Thank you to everyone who stopped by the Addepar booth and joined us for great conversations about the future of wealth management. And thank you to the many people who joined us for our lively bowling and billiards reception co-hosted with Wealthbox and Wealth.com. We're inspired by the advisors and partners shaping what's next for the industry, and we're proud to help power that innovation.

We’re pleased to be shortlisted for the 2025 Private Banking Switzerland Awards! Addepar has been recognized in the Wealth Management Technology Provider in Switzerland of the Year category. This recognition reflects our commitment to empowering private banks, wealth managers and family offices in the region with data-driven insights and greater transparency. Congratulations to all the nominees driving innovation in the industry. #PBSwiss2025

42% of operations leaders say their current systems can’t deliver on strategy. Don’t let your firm fall behind. Switch to a unified data platform, see all your data in one place and act decisively.

We're live at #SchwabIMPACT in Denver! Stop by the Addepar booth to see how our platform helps advisors gain deeper insights, strengthen client relationships and grow their businesses with data that works harder for them. Come find us on the exhibit floor, booth #1525.

Some firms think about technology in terms of what a given platform costs. But what if the real cost is the time lost to processes that can’t scale with you? Hong Kong-based Investment Office 3 Capital Partners 源浩資本 shares why it found Addepar to be a worthwhile investment in its long-term growth plans. Read the full story → https://bit.ly/47FiLk2

Managing alternatives doesn’t have to be complicated. From gathering documents to benchmarking performance to tracking portfolio insights, Addepar connects alts data at every step. See how Addepar makes the entire alt investment lifecycle easy.

Join Addepar, Wealthbox and Wealth.com for an exclusive evening reception at Lucky Strike, Denver on November 5, during #SchwabIMPACT. Connect with industry leaders over a friendly game of bowling or billiards while enjoying delicious appetizers and refreshing drinks in our VIP lounge space. Register here: https://bit.ly/47uE4oo

The biggest barrier to private markets isn‘t access, it’s friction. The biggest opportunity? Outperformance. Addepar’s Rowena Carreon and WestCap's Jaime Vassallo Hildreth sat down to discuss alternative investments at our recent Enterprise Summit. Here are the highlights -> https://bit.ly/47vSlRQ

Addepar is heading to Denver, CO for IMPACT®2025! Our team is excited to connect with advisors, partners and industry leaders shaping the next era of wealth management. Come say hello at the Addepar booth #1525. We'll be showcasing the latest ways our platform helps firms deliver more clarity, performance and value for their clients.

Introducing Enhancing the workflow — a new series where we speak to firms to better understand how they use Addepar to simplify complex workflows, boost efficiency, scale faster and deliver more for clients. In our first blog, we discuss reporting with wealth advisory firm, Americana Partners. Discover how the firm transformed its approach to reporting with Addepar — scaling its infrastructure to support the management of over $11B in assets. https://bit.ly/48OhfhV