Addepar

@Addepar

Addepar is a leading provider of technology for the wealth management industry.

Silicon Valley-NYC-SLC
addepar.com
Joined June 2010
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  1. Pinned Tweet
    Jun 15

    We’re thrilled to announce a $150M investment from D1 Capital Partners, as part of our Series F financing, and that we have exceeded a $2B valuation.

    6 replies . 24 retweets 95 likes
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  2. Aug 13

    : How did one $3 billion dollar firm transform its book of business to focus on the HNW clients that are driving their growth? Join us for a discussion with Americana Partners. Hosted by :

    2 likes
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  3. Aug 12

    Requisite Capital Management Managing Partner shares the importance of finding your firm’s best advocates and leveraging their support to grow.

    5 likes
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  4. Aug 10

    July headline sentiment for our ISI was negative for the fourth consecutive month at -1.9. Gross activity, a measure of volume, hit its lowest level since we have been tracking the index. Access here: .

    1 retweet 2 likes
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  5. Aug 9

    .’s features our brand new NYC office space and refreshed approach to hybrid work. Come join us, we’re hiring!

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  6. Aug 5

    According to President & CEO Kurt Miscinski, pairing the right people and technology enables long-term, sustainable growth for firms:

    1 like
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  7. Jul 28

    Our June research note shows that investors are continuing to diversify away from U.S. equities into Canada, EMEA and Asia Pacific markets. At the sector level, investors are rotating into the defensive utilities sector and out of financial services.

    2 likes
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  8. Jul 27

    We hosted a panel discussion with leading wealth advisors Requisite Capital Management's , ' Kurt Miscinski and 's Mike Tiedemann. Check out their 5 tips for success to deliver an exceptional client experience:

    1 reply . 2 retweets 6 likes
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  9. Jul 26

    .'s and reflect on the increasing demand for technology in wealth management and our CEO Eric Poirier shares more on Addepar’s continued expansion and hiring plans

    1 retweet 3 likes
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  10. Jul 21

    : Join us and tomorrow (7/22 at 4:15 pm ET) to hear how Almanack Investment Partners grew from $200 million to $3.9 billion in just over 5 years with Addepar

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  11. Jul 19

    : Join us and on 7/22 to hear how Almanack Investment Partners built their tech stack to grow assets under advisement from $200 million to $3.9 billion in just over 5 years

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  12. Jul 14

    Addepar’s inaugural discovery week webinars featured expert tips, tricks and lessons on the value of new tech for business growth and long-term success. You can catch the sessions here:

    1 like
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  13. Jul 13

    Congrats to on the launch of KAIA Wealth!

    1 reply . 1 retweet 1 like
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  14. Jul 9

    Headline sentiment was -2.7 for the month of June, a near carbon copy of May. At the sector level, investors bought energy and consumer cyclicals while selling financial services and healthcare. Access here: .

    1 like
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  15. Jul 8

    Discovery Week’s Learn Session with Sr. Vice President from Amy Detolla, shares the importance of investing in new technology to support future growth. Learn more from these recent webinars:

    5 likes
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  16. Jul 7

    While sentiment for U.S. and international equities have historically been correlated, over the last 4 months, our ISI has shown that investors broke with tradition and started rotating out of domestic and into international equities.

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  17. Jul 6

    . explores our platform flexibility with perspective from on how they leverage Addepar to provide family office-level reporting to their entire client base.

    1 reply . 2 retweets 8 likes
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  18. Jul 1

    “Employees should have the freedom to work in whatever way allows them to feel most productive and comfortable, which is ultimately where they'll make the most impact.” CHRO Sally Buchanan. features Addepar’s people first approach to hybrid work.

    3 likes
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  19. Jul 1

    Discovery Week’s Make the Switch with ’s Diana Grimsley, shares how to easily implement new technology without disrupting your business. Watch it here:

    3 retweets 5 likes
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  20. Jun 30

    . Securities Virtual FinTech Speaker Series recently hosted Eric Poirier to talk about Addepar's recent growth, platform value prop and future vision. Catch the recording here:

    2 likes
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  21. Jun 29

    Ruchir Swarup heads the tech teams that have made Addepar the platform of choice for wealth management. In our latest blog, he explores what makes Addepar such an exciting opportunity for engineers to make a difference by putting clients at the center:

    3 likes
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