All Services

Managed Services

Implementation

Graphic-services

Enlist services from our growing ecosystem of best-in-class consultants.

Integrations-LinkShare

AMPLIFY Artwork LARGE (500 x 500 px)

Amplify

A strategic operating partner led by ex-Addepar solutions experts.

Led by ex-Addepar solutions experts and seasoned professionals, Amplify serves its clients as an
employee-owned, strategic operating partner. Their mission is to help clients create value through technology by restructuring access to operations, technology and
solutions expertise.

Services

Consulting and Advisory

Family Office

Advisor

SquareDisplay-InfoGrate

InfoGrate

Infograte specializes in family office technology, helping clients select, buy, and implement low-cost, scalable solutions that can be maintained long-term.

Ridgeway Lane square logo 

Ridgeway Lane

Tailored onboarding, implementation, and data management services

Ridgeway Lane delivers scalable and curated platform solutions and services, empowering family offices, RIAs, and boutique wealth managers to concentrate on their core business.

Institutions

Private Bank

SquareDisplay-mirador

Mirador, LLC

Addepar implementations and outsourced managed services

Work with Mirador to outsource essential business operations and Addepar implementations. Grounded in Wall Street and enabled by technology, Mirador combines data science with deep financial expertise to provide custom-built technology, alternatives data management, and a range of managed services. 

SquareDisplay-F2

F2 Strategy

Strategy, consulting, and outsourced Chief Technology Officer

As a strategic consulting partner or outsourced chief technology officer, F2 helps improve data architecture and create customized, exceptional digital experiences for advisors and clients. 

Elevate Advisory Square Logo

Elevate Advisory

Service Partner focused on supporting Addepar experiences.

We are an experienced service partner with expertise in Addepar.
Our passion for enhancing client solutions and over six years of experience in designing, implementing, and resolving Addepar projects – both simple and complex makes them an ideal partner regardless of the firm size.


SquareDisplay-Dawkins Advisory Group

Dawkins Advisory Group

Custom implementation and operational services for family offices

Dawkins Advisory Group specializes in family assets and provides personalized implementation and operational services for family offices. Working exclusively with Addepar, they implement the latest feature updates while offering evolving analytics and reporting on public and private investments.

SquareDisplay-Alter Domus

Alter Domus

Provides integrated solutions for alternative investors

Alter Domus provides alternative data management services for wealth managers, family offices, endowments, foundations, pensions, OCIO groups, and more.

Portfolio Data Feeds

Market Data Feeds

Integrations

Services & Consultants

Portfolio Data Feeds

Market Data Feeds

Integrations

Services & Consultants

Collections

Sort

Filter

Optimized For

Services & Consultants

Request more info

Sort

Filter

Optimized For

All Services