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...
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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...
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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...
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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...
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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...
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Addepar Commemorates Juneteenth
Addepar commemorates Juneteenth as a time to reflect, connect and learn...
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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...
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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...
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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...
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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....
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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....
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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....
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