Blog
Inside Addepar
Tune into Addepar's blog for industry, R&D and creative
insight from contributors across our company.
Advisor Q&A: Paving the way for talent with top-tier tech
Attracting and retaining top talent remains a pressing challenge for the modern RIA. Those that choose to leverage technology to their advantage may find themselves attracting and retaining stronger advisors.
Community
Inside the M&A boom: how RIAs are navigating costs and cultural fit
Leading RIA and MFO firms joined us at the Addepar Summit recently for a behind-the-scenes look at mergers and acquisitions in the wealth management space. Here are the key takeaways.
Community
Industry
Advisor Q&A: Exceeding expectations with best-in-class tech
As the RIA landscape evolves, so do client expectations. With best-in-class technology, advisors are better equipped to meet these changing demands while continuing to deliver a quality service.
Community
Meet Addepar: Travis Larsen champions clients with automation and integration
In our Meet Addepar series, we sit down with the people at the heart of our success. Today, we speak to Travis Larsen, Director of the Technical Solutions Architect team at Addepar.
Community
Addepeeps
Exploring AI and innovation at the Addepar Summit
Artificial intelligence has quickly become one of the most transformative forces in financial services and wealth advisory. At the recent Addepar Summit, we led an interactive panel discussion on the rapidly...
Community
Industry
M&A, talent and AI insights from the first Addepar Summit
RIAs and MFOs recently joined us at the Addepar Summit. Our conversation turned to some of the hottest topics in wealth management including mergers and acquisitions, talent acquisition and retention, and...
Community
Industry
Innovative solutions to streamline advisor workflows and deliver deeper insights
Inside Addepar is a quarterly round-up of the latest company news, product and community updates, and insights from the Addepar platform to help you better navigate the markets and serve your clients.
Meet Addepar: Phil Senseny is Addepar Trading’s greatest advocate
Meet Addepar is a brand new series where we meet the people at the heart of our success — those who challenge us to consistently deliver excellent outcomes for our clients.
Community
View Capital Advisors harnesses Addepar Dashboards to enable advisor capacity and power firmwide success
We recently sat down with View Capital Advisors to learn more about how the firm leverages Addepar Dashboards to enable advisor capacity and align on objectives.
Community
Product
Modernizing Addepar: How we’re taking a client-first approach to redesigning our platform
Over the past five years, we've rapidly expanded our product suite with new features and functionality, prioritizing client feedback to improve the Addepar experience.
R&D
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The power of a seamless trading solution
Addepar Trading is powerful, supporting a range of functionalities tailored to the needs of modern financial advisors and traders.
Platform
R&D
Using AWS to scale Addepar Trading
We recently announced Addepar Trading, our new trading and rebalancing platform designed to help wealth advisors manage their trading operations with ease and efficiency.
R&D
Ultra Financial Partners found their perfect tech partner in Addepar
Overall, the enhanced capabilities Addepar can offer have strengthened our client relationships by providing them with clearer insights and a deeper understanding of their investments.
Community
Croak Capital chooses Addepar to enhance client service and operational efficiency
Cutting-edge solutions such as the Addepar platform help us differentiate Croak Capital in the marketplace and deliver superior value while allowing our staff and advisor team to focus on their clients.
Community
Naming our AI assistant, Addison
Names have far-reaching implications.
R&D
The Art of Technical Translation
No matter what your career path is, it is likely you have served as a technical translator at some point. It’s also possible that you didn’t even realize you were doing it.
R&D
Driving excellence with new insights and advanced reporting
Inside Addepar is a quarterly round-up of the latest company news, product and community updates, and insights from the Addepar platform to help you better navigate the markets and serve your clients.
That’s a wrap on AddeConf24 - Build, Grow, Scale
It was my pleasure to co-host AddeConf24, Addepar’s second annual innovation and technology conference.
R&D
Addepar's Data Transformation Journey: Becoming a Data-Centric Company
Over the years, Addepar has undergone a significant transformation that has resulted in us becoming a data-centric company, leveraging insights from 1,000+ clients’ data to improve our existing products and...
R&D
AI at Addepar: Introducing Addison
Addepar is building Addison: an LLM ecosystem that will be trained on 15 years of experience serving our clients in wealth management.
R&D
Introducing RedFlag: Using AI to Scale Addepar's Offensive Security Team
At Addepar, we are committed to incorporating security as early as possible in our Secure Software Development Lifecycle (SSDLC).
R&D
R&D Builds “Addepar Research”
In 2022, Addepar embarked on a multi-year journey to gain a deep understanding of the investment landscape in the wealth and asset management industry and to unlock unique insights for investment decision...
R&D
Standing Taller on a Platform
In the last several years, the concept of "platform engineering" has gained considerable traction in enterprise software engineering.
R&D
Structuring Effective Engineering Teams: A Must-Read for Tech Leaders
The word “reorg,” short for reorganization, has become a periodic source of frustration for most people working in a business environment of any non-trivial size.
R&D
The Financial Graph
Addepar’s platform consumes not only financial instruments and holdings, but the accounts that custody those holdings, the asset owners themselves, and any legal entities that exist in the real world.
R&D
Transparent Portfolio Query Performance
Views and reports offer an incredibly flexible way to filter, group by and analyze your portfolio data.
R&D
Leveraging automation and innovation to improve outcomes
Inside Addepar is a quarterly round-up of the latest company news, product and community updates, and insights from the Addepar platform to help you better navigate the markets and serve your clients.
Platform
Integration and innovation: How Baker Tilly leverages Addepar to power optimal Family Office outcomes
Year-end product updates and company milestones
Inside Addepar is a monthly round-up of the latest company news, product and community updates, and insights from the Addepar platform to help you better navigate the markets and serve your clients.
Platform
Addepar Firms Saving Time, Reinvesting in Client Relationships with the Flexibility and Automation of the Addepar Platform
We asked our global client base how Addepar’s tech and data platform is helping wealth managers better achieve their goals.
New functionality and attributes to fuel growth and scale in 2024
Inside Addepar is a monthly round-up of the latest company news, product and community updates, and insights from the Addepar platform to help you better navigate the markets and serve your clients.
Platform
Platform innovation continues: Unlocking greater efficiencies and expanded data capabilities
Inside Addepar is a monthly round-up of the latest company news, product and community updates, and insights from the Addepar platform to help you better navigate the markets and serve your clients.
Platform
Meet the team: Delisha Grant VP, General Counsel
We recently sat down with Delisha Grant, Addepar’s VP–General Counsel to hear about her career journey, what accomplishments she’s most proud of and the best advice she’s received.
Community
Addepar welcomes Abhimanyu Prabhavalkar, Head of Addepar India
We recently sat down with Abhimanyu “Abhi” Prabhavalkar, our new Head of Addepar India to learn more about his background, career journey and his plans for Addepar India.
Expanding product capabilities for client success
Inside Addepar is a monthly round-up of the latest company news, product and community updates, and insights from the Addepar platform to help you better navigate the markets and serve your clients.
Platform
Delivering for Clients
Inside Addepar is a monthly round-up of the latest company news, product and community updates, and insights from the Addepar platform to help you better navigate the markets and serve your clients.
Platform
Helping clients envision their future
A conversation with Three Bridge Wealth Advisors and Navigator’s Rajiv Sharma
New insights as market shifts show signs of life
Inside Addepar is a monthly round-up of the latest company news, product and community updates, and insights from the Addepar platform to help you better navigate the markets and serve your clients.
Platform
AddeConf23: Where developers and visionaries join forces
AddeConf 2023 welcomes members of our technology community to join us for a deep dive into the products in development at Addepar.
Learnings from R&D, partners and the community to uplevel your tech stack
Inside Addepar is a monthly round-up of the latest company news, product and community updates, and insights from the Addepar platform to help you better navigate the markets and serve your clients.
Platform
Personalizing the client experience: key tools and insights
Inside Addepar is a monthly round-up of the latest company news, product and community updates, and insights from the Addepar platform to help you better navigate the markets and serve your clients.
Platform
Addepar Research: Empowering investment decisions that can improve performance
Addepar Research takes a fresh look at the topics impacting investment decisions and performance — from timely updates on market and portfolio trends to investment best practices.
Callan built a family office to better serve their clients’ complex financial needs
Callan Family Office was founded by banking and wealth management professionals with significant experience and valuable perspectives around the fact that wealth is both complex and personal.
Monitoring market conditions to provide better client solutions
Inside Addepar is a monthly round-up of the latest company news, product and community updates, and insights from the Addepar platform to help you better navigate the markets and serve your clients.
Platform
Connecting with the Addepar Community: Shannon Nanry of Align Impact
Align Impact is a woman-owned and majority-staffed firm based in Santa Monica, California. With $2.3 billion in assets under advisement, Align specializes in impact investing strategies for high-net-worth...
Managing market turbulence with Addepar products and services
Inside Addepar is a monthly round-up of the latest company news, product and community updates, and insights from the Addepar platform to help you better navigate the markets and serve your clients.
Platform
Charting a path to future outcomes for portfolios exposed to commitment-based funds
Attinger relies on Addepar’s portfolio projection tool, Navigator, to improve asset allocation decisions
Addepar expands to India with new office in Pune
Addepar’s global growth continues with our newest office in Pune, India.
Test-drive innovation without business disruption using Sandbox
Lead Product Manager Steven Lamb discusses the process of bringing Addepar’s newest offering, Sandbox, to market and why he thinks it will transform Addepar user experience.
New tools, data and access to insights as market shifts continue to surprise
Inside Addepar is a monthly round-up of Addepar platform updates, research insights and client, partner and company news.
Platform
Meet the Team: John Wiseman, Chief Revenue Officer
John Wiseman joins Addepar as Chief Revenue Office to lead go- to-market teams
Addepeeps
Inside Addepar: December 2022
Inside Addepar is a monthly round-up of the latest company news, product and community updates, and insights from the Addepar platform to help you better navigate the markets and serve your clients.
Platform
Addepar HackWeek 2022 - Simplify
We recently held our Fall 2022 edition of Addepar HackWeek when every employee is encouraged to help transform how we and our clients do business through new ideas and solutions.
Expertise
Inside Addepar: November 2022
Inside Addepar is a monthly round-up of the latest company news, product and community updates, and insights from the Addepar platform to help you better navigate the markets and serve your clients.
Platform
London office expands Addepar’s European footprint
After expansive growth in client base and product offerings, Addepar is delighted to announce the continued expansion in Europe.
Inside Addepar: October 2022
Inside Addepar is a monthly round-up of the latest company news, product and community updates, and insights from the Addepar platform to help you better navigate the markets and serve your clients.
Platform
Meet Addepar Board Member: Juan Sabater, Valor Equity Partners Co-President and Partner
Juan Sabater has more than 25 years of private equity investing and investment banking experience. He’s currently co-president and partner at Valor Equity Partners, where he focuses on investor relations,...
Addepeeps
Connecting with the Addepar Community: Nicole Sager of FitzRoy Investment Advisors
FitzRoy Investment Advisors is a multi-family office based in Miami, Florida. We are an independent firm that provides investment advice to high-net-worth families and individuals.
Community
Meet Five Of Addepar’s 2022 Summer Interns
Addepar’s AddeU Internship Program’s goal is to create a community that attracts new and diverse talent at the university level to contribute to meaningful projects at Addepar.
Addepeeps
Have Confidence in Your Ability to Execute an Advisor’s Fiduciary Duties
Two trends shaping the advisory industry now are the move from a product-driven to advice-driven model, and clients’ need for increasingly complex and sophisticated investment options.
Expertise
Connecting with the Addepar Community: Tom Nicholson of Attinger
Attinger is a multi-family office managing $600 million. The firm offers private investment funds, which aim to drive industry-leading performance over a long-term investment horizon.
Community
Financial Advisor Tools that Give You More Time with Clients
High-level software and financial advisor tools aren’t reserved solely for the financial planner. Wealth managers and advisors also find value using these planning tools when developing an investment...
Platform
Meet Addepar Board Member: Jaime Hildreth, WestCap Partner
WestCap made an early investment in Addepar through its Strategic Operator Fund and as a partner at the firm, Jaime Hildreth has had a front-row seat to witness Addepar’s explosive growth in recent years.
Expertise
Innovate with RIA Fintech
Financial technology, or fintech, aims to improve or automate valuable financial services.
Platform
Simplifying the Tech Stack Build with the Addepar Integration Center
A well-balanced operational stack of technology, data and best-in-class services can streamline every aspect of your business–but the process of designing that stack has its challenges.
Platform
RIA Technology
Financial advisors rely on RIA technology to regularly handle day-to-day investment management, but beyond its practical uses, software is also paramount for delivering optimal client services and driving...
Investor Experience
Women’s History Month: Celebrating Women’s Achievements in Wealth Management (part 2)
In our second annual Women’s History Month blog post, we again have the privilege to highlight some of the top women in wealth management.
Community
RBC Wealth Management-U.S. and Addepar Collaboration Provides Best-in-Class Data Capabilities for Financial Advisors
RBC Wealth Management-U.S. has a network of more than 2,100 financial advisors in 180+ offices managing $542 billion in client assets. Their vision is to provide best-in-class technology experiences for...
Platform
Investor Experience
Industry
Meet the Team: Tamar Weseley, Senior Software Engineering Manager
Senior software engineering manager Tamar Weseley joined Addepar more than four years ago after graduating from the Massachusetts Institute of Technology.
Addepeeps
Addepar Joins The Open Cap Table Coalition
Addepar is happy to announce that we’ve joined the Open Cap Table Coalition, a cross-industry group that is collaborating to improve the interoperability, transparency and portability of company...
Industry
Celebrating Parents at Addepar
Through AddeParents, we have built a community to share our experiences working in a fast-paced, startup environment in the fintech space, while also balancing time with our families...
Addepeeps
Client-Powered Innovation: 3 Key Takeaways from Our 2021 Client Advisory Annual Event
We recently held our annual Addepar Client Advisory Board meeting to discuss exciting platform updates and opportunities for continued financial services industry advancement...
Community
Meet the Team: Jijoe Vurghese, Senior Director of Software Platform and Infrastructure
Highly accomplished software product development leader Jijoe Vurghese joined Addepar with the mission to optimize engineers’ workflows and streamline processes to support the company’s accelerated growth...
Addepeeps
We’re excited to announce the acquisition of AdvisorPeak, a leader in providing agile rebalancing, trading and order management capabilities...
Platform
Meet the Team: Melissa Gundling, Private Placements Associate
Melissa Gundling came to Addepar four years ago, bringing her unique professional background in performing arts and the non-profit sector as well as experience in legal marketing to grow a career in finance...
Addepeeps
Meet the Team: Sairam Suresh, Director of Engineering, Partnerships & Integrations
Sairam shares the key to motivating his teams and developing the best ideas, which he says requires creativity and the freedom to test innovative approaches in problem solving...
Addepeeps
A Conversation with Liesel Pritzker Simmons: Blue Haven Initiative Co-Founder and Principal
Liesel Pritzker Simmons sat down with Addepar to discuss how Blue Haven develops and implements strategies to address her and her husband’s specific values and concerns while achieving desired financial...
Community
Take 5, A Conversation with Adrian Johnstone, President and Co-Founder of Practifi
We sat down with Adrian to learn more about evolving fintech needs of the wealth management industry...
Expertise
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...
Community
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...
Expertise
We recently had a chance to explore what makes Addepar so exciting for engineers, and learn about the opportunities to make a difference by putting clients at the center...
Addepeeps
Addepar Commemorates Juneteenth
Addepar commemorates Juneteenth as a time to reflect, connect and learn...
Community
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
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...
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...
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
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
Introducing Marketplace
In June 2020, Addepar launched Marketplace, a digital platform that supplements our reporting capabilities by helping clients access and navigate investment opportunities in private markets. Marketplace is...
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...
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...
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...
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,...
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...
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...
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...
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,...
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