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Addepar now counts 20% of Barron's Top-100 RIAs as clients, but Tamarac, SS&C Black Diamond and Orion all retain an edge

Now 11-years-old and getting RIA religion, the Mountain View, Calif., VC creation shared numbers that put it on the doorstep of big milestones -- if enough alts-minded prospects are still there for the taking.

Author Oisin Breen September 29, 2020 at 10:33 PM
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Eric Poirier: We’re on track for an even stronger third quarter.

Technology



Related Moves

June 11, 2019 at 9:49 PM

Addepar hires Advent genius then launches 'Advent Converter' to court the RIAs still on Axys and APX ; PortfolioCenter 'easy button' comes next

The tactic by the Mountain View, Calif. firm and Advent co-founder and code avatar Steve Strand comes a decade after Orion, Black Diamond and Tamarac began feasting on the legacy corpses, but Addepar insists meat remains on the bone.

March 3, 2020 at 5:05 PM

A week after he became chairman of Eric Clarke's board, Charles Goldman is heading the search to replace Clarke as Orion CEO-- at Eric's direction

Eric Clarke founded Orion in 1999 and built it to a $3.6 trillion AUA juggernaut, but he believes both he and the company are ready for a big change

May 22, 2023 at 5:13 PM

DPL Financial makes 'happy thing' hire of Rachel Cameron, the Black Diamond alumna who wired as much as 40% of all their net flows

The Louisville, Ky., annuities supermarket credits her with having the vision to rid the held-away-asset stigma from annuities.

December 13, 2022 at 1:21 AM

See more related moves

Mentioned in this article:

Addepar
Portfolio Management System
Top Executive: Eric Poirier



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