Upcoming Events

New York, NY

LendIt USA 2017

Addepar CEO Eric Poirier will be on The Future of Wealth Management panel, along with a group of esteemed fintech leaders.

San Diego, CA


We look forward to sponsoring a booth at Pershing’s premier event once again.

Event Series

Client Events: The New Addepar Academy

Want to learn how to use Addepar live from an expert? Addepar offers courses in Portfolio Analysis, Client Reporting & Communication, and Data Management. Each course is highly interactive and involves demonstrations, hands-on exercises, interaction with other Addepar users, and personal attention from an experienced training manager. Whether you are new to the platform or a longtime user, investing in Addepar expertise is a fantastic way to increase efficiency and add value to your business in 2017.

Upcoming courses will be offered in the San Francisco Bay Area, New York City, Los Angeles, and Miami. Contact us at training-courses@addepar.com to register today.

Learn More

Upgrade your investment management platform.

Contact Addepar today to see how our platform can help you make more informed investment decisions and provide superior client service.

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