Addepar

The global financial environment is a very complicated world. Different currencies and asset types make it difficult for wealth advisors, private banks and high net worth family offices to track and manage their incredibly diverse portfolios.

Addepar set out to change this. Their goal is to create one “operating system” for the financial world. One platform that can manage any asset, any currency and provide real-time value and reporting and insight.

We partnered with Addepar to create a positioning, visual identity system and brand story to clearly define their purpose, engage their audience and (in their words) change the financial world. We completely re-imagined their website and developed all of the content, including a documentary series featuring their clients and the visionaries behind the company as well as creating engaging and educational product overview and tutorial videos.