Content tagged "Addepar"



Brodie Cobb: I saw a lot of similar-sized very successful firms begin to sell in San Francisco like Constellation, Luminous and Bakers Street and the question is: why?

How Tiedemann and Presidio did a no-cash merger of their $4.9 billion and $4 billion RIAs -- and their disarming honesty about jitters
A restructuring by Presidio's stricken CEO's deputy paved the way for a 'non-threatening' union in which all principals keep their equity

Tuesday 8.16.16
The Vestorly office in New York needs to be regularly unburdened of pizza boxes.

Did Vestorly just right-place, right-time itself into an advisor content force with Dow Jones deal -- and what seems set to follow?
The New York-based startup is out-Dow Jones-ing Dow Jones at distributing the Wall Street Journal to advisors but very much with its blessing, too

Thursday 7.21.16
The author with Mark Tibergien at the Pershing Symposium this week in southern California

After her Stanford B-school classmates rip on FAs at reunion, a stung Min Zhang takes uber north to Pershing RIA event to hear out Kitces, Tibergien and Poirier on the topic
Mark Tibergien, Mike Kitces, Addepar CEO and others in San Francisco show pathway to capturing the hearts and savings of 'bankless' millennials

Friday 5.6.16
The 2014 RIA hype frenzy may have peaked when suddenly Tony Robbins was everywhere.

Why the RIA business starts 2016 without its swagger: 2014 and 2015
What's hot right now? Almost nothing and nobody. But it might be a 'healthy correction' of equilibrium

Monday 1.11.16
Andrei Cherny: I think [UBS execs] really understand that part of the reason Aspiration has seen the type of growth we've seen is because we do things very differently.

Aspiration's jump to $11 million of AUM attracts $15.5 million of VC capital from investors who include Addepar's founder
Other head-scratchers from the LA-based robo include its sweet 1% checking account and its tithing of assets

Monday 11.30.15
Steve Wagner (center): I think there's something really cool about working with families.

The inner orchestration of Dynasty, Addepar and Pershing/BNY Mellon it took to harmonize a $1.4 billion Merrill Lynch family office team
Vendors are finding ways to put UHNW corner family offices on conveyor belts in the service of RIA prosperity

Wednesday 9.9.15
David Benskin: Basically, I built 50 spreadsheets.

How a software-flummoxed ex-Merrill Lynch private banker set up shop, invented his own dashboard and is selling it to top RIAs
David Benskin is bringing on talent from eMoney, Black Diamond and Envestnet to grow Wealth Access

Thursday 6.25.15
Jeff Schnitz (r.) sits shoulder to shoulder with Joe Piazza to tell prospects why Addepar is part of their hyper-ambitious RIA startup plan.

The wary love affair between RIAs and Addepar and where it's headed
Silicon Valley Bank launches RIA, SVB Private Bank, to join Robertson Stephens and Iconiq Capital among Bay Area RIA devotees

Thursday 4.30.15
Nevin Freeman: The killer feature of the new version of Addepar is the report generation. It’s unbelievably simple to use for what it produces.

Review: Nevin Freeman pops the Addepar hood to see what $50 million of coding can do for RIA software
Other than a couple of willful eccentricities, the Mountain View-based start-up's engineers earn a 'well done' from our technology maven

Wednesday 4.29.15
Eric Poirer [r.] with Joe Lonsdale: There are 10 or 20 custodians just for a mid-sized RIA. It's just a giant mess.

Addepar lays out world-fixing vision and rolls out upgrades at swanky The Battery event in San Francisco
RIAs got the '$120-trillion' pitch straight from Joe Lonsdale and Eric Poirer, who say they are unveiling new software that will speak the same language to the Tower of Babel that is the RIA industry

Thursday 4.23.15
Craig Pearson: It's us against Addepar and they're well-funded but we have a long track record of success and that helps.

How an under-the-radar UHNW performance reporting firm is taking on Addepar and Advent in a bid for RIA bucks
WealthTouch, which manages $200 billion for 300 clients, some with Goldman Sachs, JPMorgan or Credit Suisse,is bulking up by merging with a mass-market-oriented firm and eschewing big PE cash to get ahead

Wednesday 12.3.14
Eric Poirer: We have invested tremendously in our culture.

After one year of 'eight-fold' growth, Addepar rotates Karen White out and an ex-SAP exec in
The new CMO, Barbara Holzapfel, will face the challenge of establishing a niche more specific than 'all of the above'

Monday 11.10.14
Jeff Ramseyer: My joining Addepar signals the company's successful growth trajectory, not a shift in strategy.

Addepar hires in the direction of revenues -- and maybe even an IPO
The mature start-up adds an ex-Advent sales chief a year after hiring a CFO with a nose for initial public offerings

Tuesday 9.23.14
Joe Lonsdale: Wealth management is designed for the 1950s, not this century.

Takeaways from a New York Times article about Addepar
The Mountain View, Calif. start-up kept it close to the vest but revealed who they believe uses big data to good effect

Friday 8.8.14
Karen White: We're winning customers from Advent, Black Diamond every quarter.

Addepar has two new 'grown-up' leaders but the same mantra: double down, triple down then quadruple down on engineering
The almost unfathomable Silicon Valley investment being poured into creating wealth management software a catch-up move after decades of falling behind

Monday 7.21.14
Joe Piazza: I prefer to let my actions and the success of our firm speak to the doubters.

Swatting aside 'doubters,' Joe Piazza uses an improbable hook to nab Wells Fargo private bankers -- pent-up Addepar lust
Robertson Stephens chief learns it's easier to court advisors winning Silicon Valley wealth using Made-in-Mountain-View software

Wednesday 4.30.14
Steve Anderson became RIABiz' top Q1 newsmaker when he announced his firm had 'fired' $25 billion worth of 401(k) clients.

How rising RIA super-bloggers, 401(k) brush fires and a short RIA-Salesforce courtship captured RIABiz readership
As we examined our top 10 articles Q1, the common denominator was ... an RIA intangible that you know when you see

Thursday 4.24.14
Mike Paulus (r.) being interviewed by Bill Winterberg: It was a very long and smooth transition. (photo courtesy of Winterberg.)

The face of Addepar leaves the company amid intrigue about just where it stands with the RIA market
Mike Paulus was company president during its formative time and exemplified its faith in youth

Monday 3.24.14
Here was the room where the more interesting exchanges took place.

Upper-crusty Napa Valley retreat brings together top family office execs, New Age VCs and top VCs -- at least locationally
The 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

Thursday 10.24.13
Geoffrey Clauss: I'm coming in to help scale this.

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

Friday 5.3.13
Mike Paulus: If we took all the business we could this quarter, we would fail as a company.

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

Monday 2.25.13
All roads led to Silicon Valley as technology firms serving the financial advisory industry found their groove.

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

Tuesday 1.22.13
Readers most 'liked' a May story that featured an enigmatically unpeopled office (think IPO cash) and some old fashioned gumshoe reportage.

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

Wednesday 12.26.12
Mike Paulus: We're not just a Black Diamond replacement for RIAs.

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

Monday 11.26.12
When the fog lifts, San Francisco has a case to make.

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

Monday 7.23.12
Brian Shenson: That's a huge pain point for a lot of our clients.

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

Tuesday 6.19.12
Mike Paulus: Our goal is to be transformative from a technology perspective.

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

Monday 6.11.12

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