Where wealth management is ‘woefully underserved’: Q&A with Addepar CEO Eric Poirier Financial Planning / April 2019 News
Addepar finally makes friends with Fidelity and reboots its RIA service, again — helped by a key ex-Tamarac hire RIABiz / April 2019 News
Fidelity® Adds New Third-Party Integrations to Wealthscape Platform Fidelity / April 2019 Press Releases
Addepar Doubles Down on Service Offering and Expands Senior Services Leadership to Enable Diversifying Client Base Addepar / March 2019 Press Releases
In Pursuit of Larger Wealth Managers, Addepar Hires Several Industry Veterans WealthManagement / December 2018 News
Addepar Recognized by Morgan Stanley with Fintech Award at Firm’s Annual Fintech Summit Addepar / November 2018 Press Releases
