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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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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We’re thrilled to welcome some of the industry’s leading voices to our inaugural Client Advisory Board...
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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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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 as a time to reflect, connect and learn...
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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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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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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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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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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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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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Overall, the enhanced capabilities Addepar can offer have strengthened our client relationships by providing them with clearer insights and a deeper understanding of their investments.
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Cutting-edge solutions such as the Addepar platform help us differentiate Croak Capital in the marketplace and deliver superior value while allowing our staff and advisor team to focus on their clients.
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We recently sat down with View Capital Advisors to learn more about how the firm leverages Addepar Dashboards to enable advisor capacity and align on objectives.
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