Company info:Top Executive: Mike Paulus
1215 Terra Bella
Mountain View, CA
- Founded in 2010
Q&A:What is the service or product you offer to RIAs?
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.What else would you like to say about your business?
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.
|Mike Paulus was company president during its formative time and exemplified its faith in youth|
Upper-crusty Napa Valley retreat brings together top family office execs, New Age VCs and top VCs -- at least locationallyThe money men and the Windsor-knot crowd met on neutral ground and circled each other warily -- perhaps they have more in common than they know
Addepar hires an Advent talent to help head sales, an ex-Lehman exec as COO and an ex-Merrill Lynch strategistGeoffrey 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 realitiesThough these moves show the dynamo is not impervious to competition, Mike Paulus says that the growth is still nosebleed-threatening
|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|
|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|
|Facebook, fallout from DOL's new 401(k) regs and happenings at Advizent, Addepar and Windhaven were reader catalysts|
|With close to $12 million in revenue, a hotshot tech startup is looking to move into second phase of development: Attracting RIAs despite naysayers|
|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|
|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 upThe Silicon Valley fast-riser already won over Mark Zuckerberg's advisor and aims to serve the complex, high-end advisory offices
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