Addepar

Q&A:

Addepar is a wealth management platform that empowers financial advisors with the tools required to manage complex global portfolios. The platform has been built to support robust analysis and reporting with a focus on security, accuracy and customization. An integrated set of firm management tools helps automate manual workflows, preventing errors and driving efficiency. At the foundation is a data platform that connects directly to internal systems and external institutions to aggregate and reconcile the portfolio holdings.

Addepar has over 80 full-time employees in its Silicon Valley and New York offices. Addepar’s client base includes Single- and Multi-Family Offices, Registered Investment Advisors, Private Banks and Fund of Funds. As of January 2013, the Addepar platform tracks over $50 billion of client assets.

Related articles:

	Addepar hires an Advent talent to help head sales, an ex-Lehman exec as COO and an ex-Merrill Lynch strategist Geoffrey Clauss, Eric Poirier and Caroline O'Mahony all took pay cuts to help position the firm to gobble serious RIA market share
	Addepar slashes prices, opens up its architecture and shows RIA custodians some love as it confronts market realities Though these moves show the dynamo is not impervious to competition, Mike Paulus says that the growth is still nosebleed-threatening
	Top 12 crucial technology happenings affecting RIAs in 2012, Part 2 Silicon Valley woke up to the potential RIA business, a phenomenon perhaps best embodied by the meteoric rise of one youth-fueled venture -- and our No. 1 pick on this list
	10 most influential RIA figures going into 2013 and how they're reshaping the industry, Part 1 2012 was a year of drama as sweeping deals of unexpected size were struck and the industry took to the Hill to fight against FINRA overlords
	RIABiz' 10 most-read stories of 2012: What fascinated you and why Facebook, fallout from DOL's new 401(k) regs and happenings at Advizent, Addepar and Windhaven were reader catalysts
	Addepar hits $50 billion of assets and turns its eyes to Advent-Black Diamond's plump RIA market With close to $12 million in revenue, a hotshot tech startup is looking to move into second phase of development: Attracting RIAs despite naysayers
	Why the San Francisco Bay area is almost certainly the capitol of the RIA business Companies like Schwab, Advent-Black Diamond and Salesforce are based here for starters -- but big wealth managers and lots of open-minded rich people clinch the matter
	Schwab moves to keep 3,500 desktop-bound RIAs from walking onto somebody else's cloud Advisors with PortfolioCenter housed on a closet-based server can get on Schwab's titanic servers without giving up years of customization -- and, finally, get data through Schwab from multiple custodians
	Addepar means to be the only technology platform RIAs will ever need -- and has MIT minds and PayPal money to back it up The Silicon Valley fast-riser already won over Mark Zuckerberg's advisor and aims to serve the complex, high-end advisory offices

Edit this listingEdit this listing

If you are the owner of this listing, you can edit the contents and billing information. First, we have to verify via email that you are the owner: