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How Some Asset Owners and Managers are Using Technology to Gain Portfolio Insights

January 24, 2023

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Aite-Novarica's winners in the $1.4B market for RIA portfolio management and reporting systems

June 1, 2023

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Jack Ginter: After Wells Fargo, a Fresh Start Building a Firm for Ultrawealthy Families

June 6, 2023

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The Fintech 50

June 8, 2023

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2023 Knowledge Brokers

September 12, 2023

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Addepar Hits $5T In Assets Tracked

December 13, 2023

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Addepar Tops $5 Trillion in Platform Assets. CEO Sees Runway for Further Growth.

December 13, 2023

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RIAs Drive Addepar Past the $5 Trillion Mark

December 14, 2023

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The WealthStack Podcast: Can Your Tech Help Tame Volatility with Don Nilsson of Addepar

January 31, 2024

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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

March 18, 2024

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Eric Poirier CEO of Addepar on Lessons from $6 Trillion in Assets

April 23, 2024

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Enterprise

Addepar Partners With RIA Corient

May 23, 2024

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Enterprise

Addepar strikes software deal with $160.7bn Corient

May 23, 2024

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Corient chooses Addepar for collaboration

May 24, 2024

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The world’s top 250 fintech companies: 2024

July 9, 2024

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Enterprise

Addepar launches new trading and dashboard tools

September 24, 2024

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