Industry

Supercharge your CRM: Addepar for Salesforce

| Susanna Conneen Industry
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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…

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Making More Informed Impact Investments

| Justin Rockefeller Industry
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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…

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The Path to Impact Investing Begins Here

| Mark Fisher Industry

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…

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The Fremont Group: A Family Office Success Story

| Mark Fisher Industry

“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…

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Building Addepar

| Lissa Minkin Industry

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…

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Addepar Stands for Transparency and Impact

| Eric Poirier Industry

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…

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