Addepar Recognized by Morgan Stanley with Fintech Award at Firm’s Annual Fintech Summit

| Addepar

Honored for making significant impact to Morgan Stanley’s mission of continuous innovation

MOUNTAIN VIEW, Calif.–(BUSINESS WIRE)–Addepar, in partnership with Morgan Stanley (NYSE: MS), has announced it has been honored with Morgan Stanley’s fintech award at the financial service firm’s third annual Fintech Summit in New York. The award recognizes a fintech company that has had a significant impact on Morgan Stanley’s mission to continuously innovate for its clients and business. Addepar’s CEO, Eric Poirier accepted the award from Rob Rooney, Head of Morgan Stanley Technology and Sal Cucchiara, Head of Wealth Management Technology, during the Summit’s evening reception.

“In our view, Addepar is a leading technology solution when it comes to providing reporting for our clients with sophisticated financial needs,” said Sal Cucchiara, Head of Wealth Management Technology. “Addepar shares and exemplifies our own priorities in Wealth Management Tech at Morgan Stanley – delivering modern, intuitive technology that empowers our Financial Advisors to build client relationships and help them meet their goals.”

The wealth management industry has become hyper competitive, with the top firms investing strategically in their technology in order to empower Financial Advisors with the best tools, data and insights to deliver relevant results for each client in a tailored way. Addepar’s integrated platform makes it easy for Financial Advisors to see a complete view of their clients’ wealth and offers capabilities that allows them to provide more informed investment decisions.

“Morgan Stanley’s Financial Advisors are some of the most sophisticated in the business, serving some of the largest and most demanding clients. By collaborating, Addepar and Morgan Stanley are able to deliver a truly tailored experience for these clients that simply had not been possible before, and in a way that is designed to work at scale,” said Eric Poirier, Chief Executive Officer of Addepar. “We are proud of our relationship with Morgan Stanley, and we are honored to receive this award for our contributions to their mission of continuous innovation.”

Founded in 2009, Addepar now counts hundreds of firms as clients, including leading financial advisors, family offices, and large financial institutions who track more than $1 trillion on the platform.

About Addepar:

Addepar is the financial operating system that brings common sense and data-driven investing to our financial world. Addepar gives asset owners and financial advisors a clearer financial picture at every level, all in one place. It handles all types of assets denominated in any currency. With customizable reporting, financial advisors can visualize and communicate relevant information to anyone who needs it. Secure, scalable, and fast, Addepar is purpose-built to power the global financial system. Hundreds of single and multi-family offices, wealth advisors, large financial institutions, endowments, and foundations manage over $1 trillion of assets on the Addepar platform. Addepar has offices in Mountain View, New York City, Salt Lake City, and Chicago.

About Morgan Stanley:

Morgan Stanley (NYSE: MS) is a leading global financial services firm providing investment banking, securities, wealth management and investment management services. With offices in more than 41 countries, the Firm’s employees serve clients worldwide including corporations, governments, institutions and individuals. For more information about Morgan Stanley, please visit www.morganstanley.com.

About Morgan Stanley Wealth Management:

Morgan Stanley Wealth Management, a global leader, provides access to a wide range of products and services to individuals, businesses and institutions, including brokerage and investment advisory services, financial and wealth planning, cash management and lending products and services, annuities and insurance, retirement and trust services. Morgan Stanley Wealth Management is a business of Morgan Stanley Smith Barney LLC.

Contacts

Addepar Media:
Edelman
Kristen Greco
addepar@edelman.com
Or
Morgan Stanley Media:
Paige Mandy
Paige.mandy@morganstanley.com