Addepar is the first investment management platform that smoothly handles all of your assets, connecting your financial goals and objectives with actionable insights.
The global financial environment is extremely complex. Different currencies and asset types make it difficult for wealth advisors, private banks and family offices to track and manage their diverse portfolios. Addepar set out to change this. Their goal was to create one “operating system” for the financial world. A single platform that can manage any asset or currency, and provide real-time value, reporting, and insight.
We partnered with Addepar to develop positioning, a visual identity system and a brand story that could communicate their purpose in human terms, engage their audience, and alter the financial world. We rebuilt their website from the ground up and developed all its content, including a product overview, tutorial videos, and a documentary series featuring visionaries within the company and the clients they serve.
Teak partnered with Addepar to create a positioning, visual identity system and brand story. We clearly defined their purpose to engage their audience and (in their words) change the financial world. We completely re-imagined their website and developed a content strategy, along with all content for the site. We produced a documentary series featuring their clients and the visionaries behind the company as well as engaging and educational product overview and tutorial videos.
