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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

Author Lisa Shidler September 23, 2014 at 7:57 PM
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Jeff Ramseyer: My joining Addepar signals the company's successful growth trajectory, not a shift in strategy.

Women of Wealth Management

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Technology



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September 8, 2023 at 11:58 PM

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Surfing a $15-billion-a-week asset growth meteor, Addepar CEO Eric Poirier hires an owner as president to achieve 'escape velocity' and keep operations from flaming out

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Mentioned in this article:

Technology Tools for Today
Consulting Firm
Top Executive: Joel Bruckenstein

Addepar
Portfolio Management System
Top Executive: Eric Poirier



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