Eric Poirier CEO of Addepar on Lessons from $6 Trillion in Assets
Eric Poirier sits down to discuss insights from the platform’s investment data on nearly $6 trillion in assets.
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Addepar Earns “Best in Class” in the 2023 Aite Matrix: RIA Portfolio Management and Reporting Systems
Addepar has been named as the “Best in Class'' provider by Aite-Novarica Group in the 2023 Aite Matrix: RIA Portfolio Management and Reporting Systems.
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CTO Sessions: Ruchir Swarup, Addepar
Ruchir Swarup oversees the full technology stack of the wealth management technology platform and spearheads the company’s research and development efforts.
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RBC Wealth Management-U.S. Transforms Portfolio Aggregation and Reporting for Advisors with Addepar
RBC-U.S. brings Addepar’s unparalleled experience and real-time reporting capabilities to its 2,100+ advisors.
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Addepar Doubles Down on Service Offering and Expands Senior Services Leadership to Enable Diversifying Client Base
Introducing an enhanced set of services that providing clients with additional, highly-tailored support experiences.
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Addepar Strengthens Leadership Bench, Hires Industry Veterans
Addepar announced the appointment of several key executives.
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Addepar Recognized by Morgan Stanley with Fintech Award at Firm’s Annual Fintech Summit
Addepar Recognized by Morgan Stanley with Fintech Award at Firm’s Annual Fintech Summit.
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Addepar Surpasses $1 Trillion in Assets on Its Platform
Addepar, announced that it has surpassed $1 trillion in assets on its platform, up from $500 billion just 18 months ago.
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Addepar Announces Record Third Quarter Performance, Expands Leadership Team
During Record Sales and Customer Acquisitions in Q3, Addepar Names Former Morgan Stanley Executive New General Counsel .
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Addepar’s Growth Accelerates, Marked by AltX Acquisition and $140 Million Funding Round in Q2
Addepar announced a strong second quarter and continued company momentum.
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Addepar Deepens Integration with Schwab; Joins OpenView Gateway
Addepar announced it will join Schwab OpenView GatewayTM.
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Addepar Raises $140 Million To Build First Unified Platform for the Financial World
Addepar announced it has closed a $140 million Series D funding round.
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Addepar Acquires AltX to Double Down on High-Growth Alternatives Market
Addepar announced its acquisition of AltX, an intelligence platform for the alternative investments market.
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Morgan Stanley Partners with Addepar to Bring Innovative Platform to Private Wealth Management
Addepar announced a Morgan Stanley partnership to deliver its industry-leading investment management platform to their top Private Wealth Management teams.
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Addepar Surpasses $500 Billion in Assets and Opens Platform API for Integrations
Addepar announced major company milestones and significant updates to its technology.
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Addepar’s New Release Brings Investment Management Into the 21st Century
Addepar announced a major update to its platform to power the $120 trillion investment management industry.
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Addepar Named One of Fast Company’s Most Innovative Companies
Addepar has been named one of the “Top 10 Most Innovative Companies in Personal Finance” in 2015 by Fast Company magazine.
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Addepar Names Jeff Ramseyer to Lead Global Sales
Addepar announced the appointment of Jeff Ramseyer to the role of Vice President of Sales.
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Addepar Expands Leadership Team Following Record Growth
Addepar announced that it has expanded its leadership team.
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Addepar Hosts Record-Breaking Coding Contest with HackerRank
Addepar recently paired with HackerRank to co-host an 8-hour global Hackathon.
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Addepar Raises $50M in Series C Financing
Addepar announced that it has raised $50 million in its Series C financing.
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Addepar Expands Management Team with Appointment of Chief Executive Officer, President and Chief Operating Officer
Addepar announced the appointment of Eric Poirier as Chief Executive Officer and Karen White as President and Chief Operating Officer.
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