Abbrea Capital selects Addepar for Asset and Wealth Management

In 2022, Abbrea Capital, a United States based Banking and Financial Services organization with 20 employees and revenues of $4M selected Addepar for Asset and Wealth Management while displacing Legacy, and integrating with the existing systems being used.

Customer	Vendor	Old Product	New Product	Category	Market	Users	VAR/SI	When	Live
Abbrea Capital	Addepar	Legacy	Addepar	Asset and Wealth Management	Investment Management	n/a	n/a	2022	2022

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