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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. Activating on opportunities is part of the job, but they can quickly turn into challenges if not properly managed. The same can…

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.  This stock market rally has allowed RIAs to focus on expanding their client base. Many successful practices leveraged technology to increase advisor recruitment, improve prospecting techniques, and tailor…

It’s important to us that our clients know we are much more than our technology. We are the humans behind the platforms, beyond the data. We are accountable to our employees and colleagues in many different ways, including empowering them to give back and create positive change. Last October, as a part of our ten…

Addepar is celebrating its 10 year anniversary this week! Now is an opportune time for us to pull up from the daily details together. 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 define some markers that will keep us all…

High net worth investors have complicated financial portfolios. They are underserved by technology, with most tech providers offering unsatisfying products. Investors commonly complain that these products are text-heavy, lacking in visuals, and look dated, according to a JD Power study of wealth management mobile apps. Some exasperated advisors default to tracking clients’ holdings in spreadsheets. …

The Addepar New York office was transformed into a fun zone on August 21 as nearly 20 children accompanied their parents to work. The kids created name tags, played games, and enjoyed snacks with mom, dad, and an enthusiastic group of volunteers who joined in the activities.  “My kids haven’t stopped talking about it,’’ said…

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 into even the most complex investment portfolios. We sat down with him to find out what drew him to Addepar, and what makes him tick….

Jigar Shah had two graduate summer internships in the bag when he got the call from Addepar. What sealed the deal? “I loved the whole interview process—they were already treating me like a product manager. I felt so comfortable and respected by the whole team,” Jigar said. Addepar felt like such a good fit from…

As an advisor, your clients have high expectations and rightfully so based on the tech available at our fingertips today. Increasingly, accessing information on a desktop is no longer enough to give clients the service they expect. Many investors are using mobile apps to do everyday banking activities such as paying bills or depositing checks…

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. One of the challenges we’ve seen time and again has been the ability to ascertain a comprehensive view of a client’s portfolio and then turn that into customized…