Wealth Management Platform

CASE STUDY

Addepar

IndustryFinancial Industry
Target MarketRegistered Investment Advisors
ScopeVideo Marketing

About The Company

Addepar provides RIAs with a consolidated and unified way to view their data and connect with clients. They integrate with numerous other softwares, making it easy for advisors to connect all of their systems and workflows. In late 2021, they acquired AdvisorPeak Trading & Rebalancing Software and worked with us to produce videos.

Our Work

Our most notable video production for Addepar discusses their acquisition of AdvisorPeak. Our contribution to this video includes the techy logo animation & grandiose introduction of the speakers, closing animation, and post-production. Watch the video below.

We also produced several client interviews of Addepar/AdvisorPeak clients with audio, showcasing user interface.

History to Future

Addepar Discusses Their Acquisition of AdvisorPeak
Animation and Post-Production by De Lu

 

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