It’s Women’s History Month, when we celebrate the many accomplishments of women in every avenue of business, government and our communities...
Community
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
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
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
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
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
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
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 (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
We sat down with Raphael Haas to find out more about Melting Point and its growth over the last 6 years...
Marketplace
We’re proud to share that Addepar has reached a milestone and surpassed $2 trillion in client assets on our platform...
Platform
We sat down with Eric Lansky, President of StoneCastle to find out more about FICA® For Advisors...
Marketplace
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
We sat down with Phil Haslett to find out more about EquityZen and why now is an opportunistic time for private market investing...
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
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 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
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
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
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
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
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
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
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
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
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
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
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
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
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
High net worth investors have complicated financial portfolios. They are underserved by technology, with most tech providers offering unsatisfying products...
Platform
The Addepar New York office was transformed into a fun zone on August 21 as nearly 20 children accompanied their parents to work...
Addepeeps
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
Jigar Shah had two graduate summer internships in the bag when he got the call from Addepar. What sealed the deal?...
Addepeeps
As an advisor, your clients have high expectations and rightfully so based on the tech available at our fingertips today...
Platform
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