Blog

Inside Addepar

Tune into Addepar's blog for industry, R&D and creative insight from contributors across our company.

Industry | March 13, 2020

What Sets The Next-Generation Firm Apart?

Addepar was created in the wake of the 2008 financial crisis to help you navigate turbulent times exactly like this week. Given the volatile environment, this is one of those critical junctures where we hope to...

Product | March 2, 2020

How Client Experience Measures Product Success

The success of a product hinges largely on thoughtful design and development that creates a clear and intuitive user experience. The consequences of getting it wrong can mean the difference between succeeding...

Product | February 27, 2020

The Who’s Who Of Addepar Avatars

Anyone who works in the financial services industry can tell you that there are a lot of expectations to manage day-to-day. Feedback comes from all angles: the client, the boss, the boss’s boss...

Industry | January 23, 2020

Quality Conversations Start with the Right Technology

Since the 2009 market bottom, registered investment advisors (RIAs) have enjoyed a bull market. Triple-digit returns have directly contributed to the bottom-line profits of many AUM-based firms...

AddeOne | January 17, 2020

Leading With Purpose: Introducing Addepar's New Social Impact Initiative

Last October, as a part of our ten year anniversary celebration and one of our company hackathons, we announced an initiative to connect every employee’s individual passions with the opportunity to contribute...

Addepeeps | October 28, 2019

10 Years In: Reflecting on a Decade of Transformation

Addepar is celebrating its 10 year anniversary this week! We’ll reiterate our founding vision from 2009, celebrate the tremendous accomplishments we’ve achieved as a team and with our clients and partners, and...

Product | October 24, 2019

Designing for Private Wealth Management: Building Simple Products for Complex Portfolios

High net worth investors have complicated financial portfolios. They are underserved by technology, with most tech providers offering unsatisfying products...

Addepeeps | October 15, 2019

AddeKids Day!

The Addepar New York office was transformed into a fun zone on August 21 as nearly 20 children accompanied their parents to work...

Addepeeps , Product | October 8, 2019

How I Knew Addepar Was the Company for Me (After 23 Years at FactSet): A Conversation with Don Nilsson, Chief Product Officer

Don Nilsson recently joined Addepar as Chief Product Officer to drive the development of our platform that specializes in data aggregation, analytics, and portfolio reporting to provide insights and clarity...

Addepeeps | September 24, 2019

Latest update

What Sets The Next-Generation Firm Apart?

Latest news

Addepar snags $40m investment from board member

Blog

Inside Addepar

Tune into Addepar's blog for industry, R&D and creative insight from contributors across our company.

What Sets The Next-Generation Firm Apart?

How Client Experience Measures Product Success

Top 5 Questions From Our National Client Call

The Who’s Who Of Addepar Avatars

Quality Conversations Start with the Right Technology

Leading With Purpose: Introducing Addepar's New Social Impact Initiative

10 Years In: Reflecting on a Decade of Transformation

Designing for Private Wealth Management: Building Simple Products for Complex Portfolios

AddeKids Day!

How I Knew Addepar Was the Company for Me (After 23 Years at FactSet): A Conversation with Don Nilsson, Chief Product Officer

What I Learned as an Addepar Product Management Intern

Top 3 Tips For Moving Clients to Mobile

Financial Planning Integrations Will Power Up Your Firm