Blog

Addepar now offers a direct connection with eMoney. Our integration allows for a more a holistic view of portfolios, empowering advisors to build comprehensive financial plans that meet their clients’ goals and objectives. So, how does it work? Client, account and holdings data is automatically delivered from Addepar to eMoney daily via the Addepar API….

76% of investors cite the ability to get a holistic view of their accounts as an important factor when selecting a financial advisor, according to a report published by Salesforce. But finance is fragmented. Clients have their wealth allocated across asset classes, accounts and custodians – and lack of common infrastructure means that advisors often…

Justin Rockefeller is Addepar’s Global Director of Family Offices and Foundations. Over the coming months, you can catch him in one of several cities across North America during Addepar’s new event series, The Path to Impact Investing. Learn more about and participate in Addepar’s The Path to Impact Investing. And make The ImPact! The wealth management…

Earlier in May, Addepar and our partners at The ImPact kicked off a 14-city North American event series, The Path to Impact Investing. We began by holding a reception with remarks and cocktails in Los Angeles, coinciding with the annual Milken Global Conference. The night was co-hosted by our friends at GOOD Worldwide and one…

“As they did the demo I was looking at it and thinking, ‘wow, that’s probably the best piece of software that I’ve ever seen.’” – Chuck Lesem, The Fremont Group The Fremont Group is a family office and private investment firm based in San Francisco that serves a fourth-generation family with about 40 members. They…

To achieve Addepar’s mission to power the global financial system, we had to start by building an extraordinary team. Employees are drawn to Addepar by the opportunity to have a positive impact on one of the largest, most complex industries in the world. Some of us joined because we had firsthand experience managing complex portfolios…

The year is 2016. We are eight years removed from the 2008 financial crisis, but repressed memories and fears are resurfacing. Global markets started off the year with record-breaking declines, as concerns over China, tanking oil prices and continued Fed Funds rate uncertainty dominate the headlines. Private markets are becoming volatile too, as lofty valuations…