Anthropic Targets Wealth Management With New AI Tools and Schwab Partnership
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How client AI use is changing wealth advice
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Family offices are making a bullish bet on the stock market, according to CNBC Family Office Portfolio Tracker
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Family offices shift to stocks: Here’s what to know
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Addepar sets up Asia-Pacific headquarters at Marina Bay
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Addepar: Interview With Chief Client Officer Janeen France About The Wealth And Investment Technology Company
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From Data to Decisions: Building an AI-Ready RIA
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The world’s top fintech companies 2026
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Meet the man using Palantir's 'DNA' to rewire the family office world
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Why Time Has Become the Most Valuable Asset in Wealth Management with Addepar
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Bob Pisani, Addepar CTO at the 2026 Databricks Data + AI Summit
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Bob Pisani, Addepar | Databricks Data+AI Summit 2026
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Nine themes defining the unified data and AI platform: theCUBE insights from the Databricks Data + AI Summit
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Addepar CEO Eric Poirier on AI, Alts and the ‘Eternal Optimist’
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WealthStack Roundup: Addepar Unveils AI Agents, Data Tools at AddeConf26
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Addepar’s AI Is Already a Hit. The Cost Will Get Sorted Out Later.
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How the wealthiest families invest: CNBC and Addepar launch Family Office Portfolio Tracker
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Addepar Advances its AI Innovation across Agents, Data and Workflow Capabilities
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The true value of family offices: Here’s what to know
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Addepar's ADX tackles 'swivel chair problem' for advisor data sources
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Addepar Launches Data Exchange to Unify Wealth Information
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The 60/40 portfolio has failed the ultra-wealthy, says $9 trillion platform Addepar
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Addepar Introduces ADX, Enabling Data Activation and AI at Scale
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The AI-Powered Future of Wealth Management with Bob Pisani, Addepar
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Singapore emerging as neutral ground as AI firms navigate Sino-US rivalry
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Anchoring in Asia: Addepar Scales Its Platform Through a Singapore Hub Strategy
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Wealth Tech Awards 2026: Winners’ profiles
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美国Addepar公司来新设区域中枢 在亚太已有50财富管理客户
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Addepar Expands in Singapore as APAC Demands Reshape Data and AI Workflows
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Addepar opens Singapore office to zero in on Apac wealth
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Addepar Establishes Singapore as Asia-Pacific Hub
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Family offices are trending towards alternatives: Addepar CEO
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US data and AI platform opens Singapore hub as family offices drive growth
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Addepar Establishes Singapore as Asia-Pacific Hub
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Technology Designed To Think With You
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What Makes Family Office Tech Partnerships Work Over Time?
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LGT Wealth Management UK adopts Addepar platform
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LGT Wealth Management UK partners with Addepar to support client service
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LGT WM partners with global AI platform
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LGT Wealth Management UK Partners with Addepar to Support Client Service and Data-Driven Insights
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LGT Wealth upgrades tech for more complex era
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My Advice to Banks on AI: Bob Pisani of Addepar
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Addepar launches native AI ‘experience’ for its platform
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Addepar Deploys New AI in Platform
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Addepar Unveils Addison, a Native AI Experience Built to Deliver Actionable Intelligence Across Investment Workflows
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Global data platform launches AI tool for wealth managers
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Addepar Launches Addison AI for Natural Language Portfolio Analysis
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Addepar Pushes Further Into AI With "Addison"
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Addepar Releases Its AI Platform ‘Addison’ to All Users
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Addepar Unveils Addison, a Native AI Experience Built to Deliver Actionable Intelligence Across Investment Workflows
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Tech Roundup: Addepar rolls out AI conversational intelligence
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Addepar CTO Bob Pisani wins CTO of the Year in WealthBriefing WealthTech Americas Awards
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AI integration in wealth management
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The Future of Wealth Management 2026
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Kestra Taps Addepar for Affiliated Advisors' Client Portal
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Kestra Holdings Unveils Kestra Investor Solution to Support Client Performance Reporting
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The digital experience will establish itself as an independent strategic factor
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Looking ahead: Wealth management trends in 2026
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Wealth Management Ferment Is Music To Addepar's Ears
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Wealthtech Wrapped 2025
Wealthtech Wrapped 2025
The Family-Office Agenda of Addepar’s First Chief Client Officer
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Addepar Makes Senior Appointments
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Addepar Appoints Peter O'Brien as Chief Revenue Officer and Janeen France as the Company's first Chief Client Officer
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Addepar names two new execs in shakeup
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Addepar's Global Expansion Accelerates with New Switzerland Office
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Addepar’s Global Expansion Accelerates with New Switzerland Office
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The New Age of Finance: Collaboration, Platform and AI
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J.P. Morgan Private Bank launches new Lifestyle Services Offering
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Enterprise
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The world’s top 250 fintech companies: 2025
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Enterprise
HSBC Private Banking Extends Addepar Partnership Into the UK to Improve Investor Reporting
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HSBC UK Private Banking deploys Addepar platform
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Enterprise
HSBC UK Private Banking partners with Addepar to provide brand-new client reporting experience
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Enterprise
HSBC UK Private Banking partners with fintech to enhance client reporting
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Enterprise
Addepar Acquires AI Workflow Automation Startup Arcus
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Enterprise
Addepar acquires AI workflow startup
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Addepar acquires Arcus to boost AI capabilities
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After raising $230m, Addepar eyes AI
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Addepar Accelerates Platform Innovation with Strategic Acquisition and Continued $100M+ Annual R&D Investment
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Addepar Adds Growth Muscle With $230 Million Fundraise
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Addepar investment platform reaches $3.25 billion valuation with latest raise
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Addepar Raises $230 Million To Drive Growth Globally
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Addepar's valuation rises to over $3bn with new cap raise
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Addepar secures $230M in series G funding
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Addepar Valued at $3.25B in Latest Funding Round
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Addepar Raises $230 Million at $3.25 Billion Valuation in Series G Investment Round
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Wealth management platform Addepar valued at $3.25 bln in new funding round
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Addepar: boosting capital’s positive impact
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Scaling Addepar's Data Intelligence with Databricks
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Addepar Elevates Global Presence with Dubai Office
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Addepar’s Long Game
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Enterprise
Addepar Rolls Out New Alternatives Management Features
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Enterprise
Addepar Introduces Cutting-Edge Solutions for Managing Alternative Assets
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New dashboards, U.S. trading feature on Addepar
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Addepar Adds Trading to Tech Platform
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Addepar launches new trading and dashboard tools
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Addepar Launches Powerful Trading Solution, Intuitive Dashboards, and Enhanced Design to Bring Data to Life
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Enterprise
Addepar Launches Trading Platform
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Itaú Private Partners with Addepar to Deliver a Comprehensive Global Investment Solution
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Enterprise
The world’s top 250 fintech companies: 2024
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Enterprise
Corient chooses Addepar for collaboration
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Addepar Partners With RIA Corient
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Enterprise
Addepar strikes software deal with $160.7bn Corient
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Corient Selects Addepar in Transformative Partnership
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Eric Poirier, CEO of Addepar – Powering $5 Trillion of Assets, Modernizing Investment Management, From Engineer to CEO & The Power of Bold Bets
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Addepar Appoints Bob Pisani as Chief Technology Officer to Advance Data-Driven Investment Management
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The WealthStack Podcast: Can Your Tech Help Tame Volatility with Don Nilsson of Addepar
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RIAs Drive Addepar Past the $5 Trillion Mark
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Addepar Hits $5T In Assets Tracked
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Addepar Surpasses $5 Trillion in Assets on its Platform, Boosted By Exceptional Client Growth
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Addepar Tops $5 Trillion in Platform Assets. CEO Sees Runway for Further Growth.
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London & Capital Partners with Addepar to Deliver Tailored Investment Management and Reporting on a Global Scale
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2023 Knowledge Brokers
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The Fintech 50
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Jack Ginter: After Wells Fargo, a Fresh Start Building a Firm for Ultrawealthy Families
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Aite-Novarica's winners in the $1.4B market for RIA portfolio management and reporting systems
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How Some Asset Owners and Managers are Using Technology to Gain Portfolio Insights
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Artorius partners with Fintechs Addepar and Mirador
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UBS Partners With Addepar and Mirador to Deliver Comprehensive Wealth Analysis and Reporting for Ultra High Net Worth Clients
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HSBC U.S. Private Banking Enhances Wealth Management Solutions with Addepar
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Enterprise
The Fintech 250: The most promising fintech companies of 2022
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Three Big Questions: Part 2
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RBC Clearing Launches New Tech Platform for RIAs, BDs: Tech Roundup
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RBC Rolls Out Centralized Platform for RIA and B-D Clients
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Enterprise
The Future Of Wall Street: Fintech 50 2022
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Unlocking Value of Data-Driven Investing and Advice
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WealthTech Americas Awards 2022
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A Tax-Smart and Risk-Smart Way of Managing Portfolios with Damon Deru
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As alts get hot, alts marketplaces try catering to RIAs
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A first-generation lawyer shares the 2 strategies she used to stop feeling like an outsider in her industry
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New Platform Helps Investors Find Best Advisor Match: Tech Roundup
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RBC US Wealth Management Investing in Tech for Growth
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Addepar Appoints Chief Financial Officer Following Record Year of Growth
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RBC inks portfolio management deal with Addepar
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Addepar Adds RBC Wealth Management-U.S. as a Customer
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Addepar Lands Firmwide Deal With RBC Wealth Management
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Addepar acquires AdvisorPeak to streamline portfolio rebalancing and trading for wealth managers
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Addepar Acquires Trading and Rebalancing Platform AdvisorPeak
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After being 'blown away' by AdvisorPeak's engineering prowess, Addepar is buying the company to arm its clients with automated rebalancing software
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Adhesion Wealth Partners with Addepar to Provide Customizable Investment Management Solutions for RIAs
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Fintech company Addepar opens its expanded offices in Midtown for the post-pandemic era
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Data-driven wealth fintech Addepar is looking to fill 100 open jobs after nabbing $150 million from hedge fund D1
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Now Valued at $2 Billion, Addepar Sets Sights on Further Expansion
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What signals will you be looking at most closely to determine if your hybrid work plans are successful?
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Nearing $3 trillion of AUA, Addepar accepts another $150 million of unsolicited PE money because the price was right --a $2.17 billion valuation
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Addepar Announces $150M Investment by D1 Capital Partners, Exceeding $2B Valuation
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Addepar Valued at $2.17 Billion as Investors Bet on Wealth-Management Tech
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The Future Of Wall Street: Fintech 50 2021
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4 Questions With Eric Poirier, CEO, Addepar
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Seek co-founder seeks to disrupt private family wealth offices
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Marketer and Multiplier: Natalie Sunderland
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Bringing Data, Technology and People Together at Addepar
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Surfing a $15-billion-a-week asset growth meteor, Addepar CEO Eric Poirier hires an owner as president to achieve 'escape velocity' and keep operations from flaming out
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Addepar adds PE exec as president
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Addepar Exceeds $2.5 Trillion in Assets on its Platform, Fueled by Record Client Growth
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Digitizing Wealth Management with Addepar
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Predictions 2021: What should you expect?
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$2.2 Billion William Blair Team Launches Independent Wealth Management Firm
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Addepar buys portfolio modeling software company
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With rivals pressing, Addepar insiders ante $117 million to up its game and settle in for the long haul -- as the firm adds $2 billion in pandemic-driven AUA each business day
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Addepar Closes $117 Million Series E Round
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Addepar raises $117m in Series E funding round
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Addepar Raises $117M in Series E Funding
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Lessons Learned by a $2T Platform
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The 2020 Family Office Software Roundup
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WSJ Wealth Adviser Briefing: Clorox Wipes Scarcity, Beyond Meat Virtues, Rule of Six Problems
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Addepar Introduces Investor Sentiment Index
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Addepar Launches Investor Sentiment Index
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The Transactions of 10,000 Accounts Informing a New, Addepar-Powered Investor Sentiment Tool
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Wealthy Investors Sold U.S. Stocks as Market Roared Back From Covid-19 Lows
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Venture Capital Eludes RIAs. That Might Never Change.
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The Fintech 250: The Top Fintech Companies Of 2020
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Addepar Hits $2T in Assets Under Advisement
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Eric Poirier of Addepar is a 40 Under 40 honoree for 2020
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Addepar Named the Leading Multi-Segment Provider in Portfolio Management and Reporting by Aite Group
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SVBJ announces honorees for 2020’s 40 Under 40 awards
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Family Office Connections: Consolidated Reporting
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WealthTech Powerhouse Addepar: CRO David Lessing On Their Platform Technology
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Addepar Appoints Ruchir Swarup as Chief Technology Officer
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Addepar Hires BlackRock Veteran Ruchir Swarup as CTO
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Addepar hires ex-BlackRock exec as chief tech officer
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Addepar taps BlackRock exec as CTO
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Addepar extends business model from software maker to player in the investments business -- a secretive project 10 years in the making
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Uber-rich investors hungry for growth have turned their sights on the private market. Here's how wealth firms like Citi and UBS are transforming their businesses to meet those client demands.
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3 Questions With Alastair Cairns, Head Of Insights At Addepar
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What Institutional Investors Did During the COVID Crash with Addepar
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These Investors Are Helping Drive Market’s Surprise Rally
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Addepar’s Inception, Growth, and Future: Q&A with CEO Eric Poirier | Bill Malloy
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Addepar Rolls Out Digital Alternatives Marketplace
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These Companies Are Still Hiring—Here’s Their Top Advice For Getting Hired
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Addepar Announces Alternatives Marketplace
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How the Ultra-Wealthy Allocate Money
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Thiel-Backed Firm Helps Ultra-Wealthy Trade Hedge Fund Holdings
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Addepar Introduces Pricing Assurance Program to Support RIAs
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Addepar Introduces Unique Pricing Model For New Firms During Crisis
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Addepar snags $40m investment from board member
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Addepar Announces $40 Million in New Financing
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WestCap Group Invests $40 Million in Addepar
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A Day in the Life of 5 Engineering Managers, Part I
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Client Portal: Build or Buy?
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Addepar hires Advent genius then launches 'Advent Converter' to court the RIAs still on Axys and APX ; PortfolioCenter 'easy button' comes next
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20 Fintech Companies to Watch
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Addepar Broadens Reach with Expanded Offerings for RIAs
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Addepar launches scaled-back version for mass affluent clients
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The Next Big Advisor Trend: Democratizing Premier Tech
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The Future Of Wall Street: Fintech 50 2020
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In race for mobile dominance, UBS launches upgraded client app
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Mitch Bompey – Addepar
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7 things that will affect next stage of banking's evolution
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Addepar Surpasses $1.7 Trillion in Assets on its Platform
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Robert Weeber: My Credit Suisse Colleagues Thought I Was Crazy
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Silicon Valley Firm Helps the Wealthy Keep Track of $1.7 Trillion of Assets
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Unlimited paid time off does not mean an unending vacation at these 13 Bay Area companies
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Girls in Tech Bolsters Board of Advisors with New Appointments
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Cutting edge big tech meets old school insurance
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These Are the Most Interesting Fintech Trends of 2019
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The 2019 Family Office Software Roundup
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What Are The Most Interesting Trends In FinTech?
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Addepar Announces Don Nilsson as Chief Product Officer
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Addepar hires chief product officer to bolster platform development
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A gap in the high-tech market
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Technology’s Role in Building a Firm for Maximum Value
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David Lessing – Chief Revenue Officer at Addepar
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How Addepar built an ecosystem around the ultra high net worth investment community with CEO Eric Poirier
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Addepar Streamlines Financial Planning For RIAs With Three Key Integrations
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Addepar Will Integrate With Three Financial Planning Applications
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Wells Fargo loses $500M advisor to RIA founded by breakaway brokers
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Gala held to celebrate entrepreneur of the year
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Addepar Inks Reseller Partnership With Mirador
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Addepar Partners with Mirador to Bring Best-in-Class Reporting to More RIAs
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Mobile portfolio reporting comes to the UHNW client
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Two fintech firms providing tools for uber wealthy clients
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Addepar Launches Mobile App To Enhance The Digital Wealth Management Experience
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Former $6 Billion Morgan Stanley Team Goes Independent
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Addepar finally makes friends with Fidelity and reboots its RIA service, again -- helped by a key ex-Tamarac hire
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Fidelity Expands Its Digital Store for Advisors
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Fidelity® Adds New Third-Party Integrations to Wealthscape Platform
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The Most Dog-Friendly Companies In The Bay Area
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Where wealth management is 'woefully underserved': Q&A with Addepar CEO Eric Poirier
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What’s behind Addepar’s latest executive hires
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In Pursuit of Larger Wealth Managers, Addepar Hires Several Industry Veterans
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Addepar CEO says investors want better returns, fear volatility
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Forbes Fintech 50 2018: The Future Of Wall Street And Big Data
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Robos get the press, but advisor tech is getting the money
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Addepar deal may salve big, lingering pain point for RIAs who use alternative investments
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Addepar acquires alt investment platform
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Addepar acquires AltX to expand in alternatives
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Addepar To Buy Alternatives Data Provider AltX
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Morgan Stanley Signs With Asset-Gobbling Startup Backed by Thiel
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Still wedded to Excel? Why it’s time for a breakup
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Start Your Fingines
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Seven RIAs tell what big project they spent money for in 2016 -- and why
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Addepar’s strategy: Focus on HNW, arm advisers with digital tools
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Merrill brokers with $550M AUM switch to Dynasty
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$2.2B Ex-Morgan Stanley Advisors Launch 6 Meridian
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Salesforce Launches Wave for Financial Services Cloud, Putting Insights at Advisors' Fingertips
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In Impact Investing, Better Measurement Means Better Impact, Better Returns
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Male CEOs Tell Us Their Work-Life Rules
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What’s the Deal
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JPMorgan $1.2 Billion Wealth Team Exits With Silicon Valley Help
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Building Better Portfolios: Advisors & Fintech Part 1
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Cofounder of Addepar Explains How It’s Different From Other Startups
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The inner orchestration of Dynasty, Addepar and Pershing/BNY Mellon it took to harmonize a $1.4 billion Merrill Lynch family office team
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$1B Team Exits Merrill for Independent "Freedom"
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Four Entrepreneurs Talk About the Fintech Revolution
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How Two Startups Are Working To Change The Diversity Gap In FinTech
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A How-To Guide for Opening Your Own Wealth Management Firm
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To Help Wall Street, Tech Needs the Right Tone: Addepar CEO
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How exactly five ex-Barclays advisors and one analyst across three time zones combined to make a $3 billion RIA
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32 Financial-Technology VCs Entrepreneurs Need to Know
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FinTech Hiring Picks Up in Silicon Valley
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A Closer Look At The Silicon Valley Vs. Wall Street Talent War
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Cloud Startups Chip Away at Excel’s Stronghold
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30 Hot Fintech Startups to Watch
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Stan Druckenmiller Sees ‘Massive’ Problem Caused by Aging
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Coding Like a Girl: How One SF Company Is Arming Women to Succeed in Tech
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Review: Nevin Freeman pops the Addepar hood to see what $50 million of coding can do for RIA software
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Addepar lays out world-fixing vision and rolls out upgrades at swanky The Battery event in San Francisco
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The Startup That's Spawning a New Generation of Startups
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Wealth Managers Enlist Spy Tools to Map Portfolios
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Addepar Raises $50 Million for Wealth-Management Dashboard
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