Who are we?

We are an experienced service partner with expertise in anything Addepar.

Our passion for enhancing client solutions and over six years of industry-leading experience in designing, implementing, and resolving Addepar projects – both simple and complex make us an ideal plug-and-play Addepar partner regardless of the firm size.

Who do we serve?

Small Family Offices

Our small family office clientele benefit from periodic workflow audits and reporting to fulfill their clients’ audit and reporting requirements.

Registered Investment Advisors

We work with investment advisors of all sizes. We can also manage the entire Addepar instance for RIAs or help them with a particular workflow.

Anyone in between

Any firm, provident, or endowment firm can leverage our team’s data modeling expertise to elevate their workflow in Addepar.

Elevate Addepar’s Advanced Financial Analysis & Reporting to achieve unprecedented success.

Our Solutions with Addepar


Fully Managed Services

Let us manage your Addepar instance. We'll keep your data complete and up-to-date, and you won't need to hire extra analysts. Focus on your business while we take care of everything.


New Instance Implementation

We can help you set up a new instance on Addepar quickly and efficiently. With our experience, we can offer expert advice on best practices and save you time and effort.


Adhoc Consultation & Training

Need help with workflow consultation? Our expert advisors can offer insights and assist in creating a customized workflow. We also provide comprehensive training on Addepar's modules.


Alternative/Offline Data Management

Elevate helps manage and maintain offline and alternative data for efficient reporting and workflows.

Unlock the True Power of Addepar with Elevate Experts