5 Tips to Grow Your Firm While Delivering Exceptional Client Experience from Leading Wealth Advisors
Peter O'Brien shares takeaways from a recent panel discussion at Addepar’s Q2 Client Advisory Board meeting focused on growth strategies that RIA firms can employ for sustained competitive differentiation...
Expertise
Inaugural Discovery Week for RIA Technology | Addepar
Addepar’s discovery week was a series of virtual sessions tailored to RIA firm members looking to advance their organizations with new technology. During the webinars, experts gave excellent tips and tricks as...
Expertise
Addepar Commemorates Juneteenth
Addepar commemorates Juneteenth as a time to reflect, connect and learn...
Community
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Addepar Expands to Europe With New Office in Scotland
We’re thrilled to announce the opening of our first office outside the U.S. in Edinburgh, Scotland - another step toward realizing our vision to provide investors and advisors the data needed to optimize how...
Community
Addepar Affirms Dominance with the World’s Leading RIAs and Family Offices
Addepar emerged from the 2008 downturn and from the beginning, the platform was built to adapt to market volatility and change. And we certainly saw that in 2020...
Platform
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Women’s History Month: Celebrating Women’s Achievements in Wealth Management
It’s Women’s History Month, when we celebrate the many accomplishments of women in every avenue of business, government and our communities...
Community
Black History Month at Addepar
This is the first week of Black History Month - a time when Addepar is proud to honor and reflect on the diverse achievements of African-Americans throughout our nation’s history....
Addepeeps
Take 5, A conversation with Bob Miller, CEO of PCR
I’m joined by Bob Miller, CEO of PCR. Bob is a fintech veteran, with experience leading multiple financial technology firms under his belt. In 2017 he joined PCR as CEO to transform the firm into a leading...
Expertise
Future View: Addepar Acquires RCI to Help Clients Make Better Investment Decisions
We’re excited to announce that Addepar has acquired RCI so that we can directly offer our clients powerful tools to model and analyze portfolios in a forward-looking way and empower them to continue making more...
Platform
Investor Sentiment Index in the Year of the Pandemic
It’s more critical than ever for us to continue to bring transparency to an industry that has been historically opaque, and share the insights and analytics gleaned from Addepar’s unique data set. So, we took a...
Expertise
Why Billing Helps Build the Foundation of Client Trust
An essential element of any value proposition is demonstrating that you’re faithfully meeting your fiduciary duty to act in your clients’ best interest...
Platform
Addepar Academy: Change Doesn’t Have to Be So Hard
I’m excited to share that we have revamped our Addepar Academy so that users can have an in-class experience from the safety and comfort of their living rooms...
Expertise
Leading Voices in Wealth Management: Introducing Addepar’s Client Advisory Board
We’re thrilled to welcome some of the industry’s leading voices to our inaugural Client Advisory Board...
Community
Introducing the Addepar Investor Sentiment Index
Introducing the Addepar Investor Sentiment Index (Addepar ISI)—a transactions-based index of high-net-worth (HNW) and ultra-high-net-worth (UHNW) investor sentiment derived from U.S. equity transactions...
Platform
Take 5, A Conversation with Raphael Haas, Founder and Chief Executive Officer of Melting Point Solutions
We sat down with Raphael Haas to find out more about Melting Point and its growth over the last 6 years...
Marketplace
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Addepar Posts Record Quarter and Exceeds $2 Trillion of Assets on Platform
We’re proud to share that Addepar has reached a milestone and surpassed $2 trillion in client assets on our platform...
Platform
Take 5, A Conversation with Eric Lansky of StoneCastle Cash Management (‘StoneCastle’)
We sat down with Eric Lansky, President of StoneCastle to find out more about FICA® For Advisors...
Marketplace
Onboarding with Addepar: The First 30 Days
If you’re looking to migrate historical data from a legacy system to a modern platform, the process can be daunting. It doesn’t have to be...
Community
Take 5, A Conversation with Phil Haslett of EquityZen
We sat down with Phil Haslett to find out more about EquityZen and why now is an opportunistic time for private market investing...
Marketplace
Introducing Marketplace
A few weeks ago Addepar announced the launch of Marketplace, a digital platform that supplements our reporting capabilities and gives our clients access to a wide range of financial products...
Marketplace
What Does Pride Mean to You?
During this Pride month, AddePride wishes to extend our greetings to our members, allies, and friends for their continued support. We also want to acknowledge that this year, Pride is different...
Addepeeps
A Conversation with Joe Lonsdale, Addepar Founder and Chairman
A few weeks ago, I was pleased to host Joe Lonsdale, Addepar Founder and Chairman, General Partner at 8VC, and Co-Founder of Palantir, OpenGov, Affinity and several other successful companies, for a lively...
Marketplace
How to Keep Your Data Safe and Secure, Tips From a Top Security Expert
After more than a decade working in security, I know that the risk of falling victim to cybercriminals is ever-present. But the good news is there are precautions you can take to help keep yourself and your...
Expertise
Addepar Office Hours: Best Practices for Tracking and Reporting on Private Assets
During this week's Office Hours, we were joined by Alex Ruiz, head of client reporting at GenTrust, LLC. Alex shares real-world insights into how GenTrust leverages technology to save time and drive meaningful...
Expertise
Addepar Office Hours: Managing Risk & Liquidity in a Market Downturn with Dr. Ashby Monk
In our latest Office Hours, Addepar Alliance & Partnerships Specialist Michael Schwoerer discussed how to manage risk and liquidity in today's rapidly shifting landscape and what investment strategies advisors...
Expertise
Addepar Office Hours: Business Continuity - Empowering Your Firm For Continued Success
As the economic and business impact of the COVID-19 situation mounts, financial advisory firms are finding ways to reimagine a “business-as-usual environment.” We are continuing our Office Hours webinar...
Expertise
How Addepar Does Remote Work: 5 Tips
As an advisor your job depends on effective communication. Especially in today’s world, a digital experience is more critical than ever. When digital communication risks getting lost in translation, how do you...
Expertise
Addepar Office Hours: Connecting with Clients Remotely
We've launched an Office Hours webinar series where experts share key communication tools and best practices to help financial advisors and teams provide their clients with real-time portfolio visibility, even...
Expertise
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...
Expertise
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...
Platform
Top 5 Questions From Our National Client Call
We recently held our annual National Client Call. It offered a chance to look at our accomplishments in 2019 and what we’re working on as we charge into 2020. In case you missed it, check out the top 5...
Community
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...
Platform
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...
Expertise
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
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...
Addepeeps
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...
Platform
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
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
What I Learned as an Addepar Product Management Intern
Jigar Shah had two graduate summer internships in the bag when he got the call from Addepar. What sealed the deal?...
Addepeeps
Top 3 Tips For Moving Clients to Mobile
As an advisor, your clients have high expectations and rightfully so based on the tech available at our fingertips today...
Platform
Financial Planning Integrations Will Power Up Your Firm
Working alongside clients and deeply understanding their needs has been our approach to identifying which integrations will best supplement Addepar — and ultimately make advisors’ lives easier...
Platform