Addepar
- Cason Searle
Cason Searle is a Client Success Manager at Addepar since September 2019. Prior to that, Cason worked as a Financial Counselor at UVU Money Management Resource Center from January 2018 to August 2019. With a background in personal financial planning, Cason has experience in various roles such as Store Manager at SBR Cycles and as an Institutional Asset Management Intern at Fidelity Investments. Cason's education includes a Personal Financial Planning B.S. degree from Utah Valley University.
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Addepar
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Addepar is a software and data platform that is purpose-built for professional wealth, investment and asset management firms to deliver outstanding results for their clients. More than 700 leading firms trust Addepar to unlock the power and possibility of more informed, data-driven investing and advice. With client presence in more than 25 countries, Addepar’s platform aggregates portfolio, market and client data for more than $3.5 trillion in assets.
