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
    15 Jun 2021

    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.

    7 replies 24 retweets 95 likes
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  2. Feb 3

    Get our latest guide tailored for COOs on how to leverage the Addepar platform to better achieve your firm’s growth aspirations.

    3 likes
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  3. Feb 1

    Addepar's caught up with about what inspired him to create AdvisorPeak, the recent acquisition and why he sees rebalancing software as an increasingly powerful tool in the space

    2 retweets 5 likes
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  4. Jan 27

    Get our latest guide tailored for CEOs on how to leverage the Addepar platform to better achieve your firm’s growth aspirations.

    2 likes
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  5. Jan 26

    In this research note, we discuss the day-of-the-week effect, a long recognized trend that sees investor sentiment as most negative on Mondays, and then improving as the week goes on. Connect with us to learn more.

    1 like
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  6. Jan 19

    Headline sentiment was -1.6 for the month of December. At the sector level, investors bought consumer defensive and financial services while selling out of consumer cyclicals and industrials. Access here: .

    4 likes
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  7. Jan 12

    We’re excited to kick off the year announcing Wealth Management has selected Addepar as its full-firm reporting and data aggregation solution for its U.S. wealth management division.

    3 retweets 6 likes
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  8. Jan 6

    In this research note, we introduce our new daily investor sentiment index, which gives an even more high-frequency read of investor sentiment during the large market gyrations over the past two years. Connect with us to learn more.

    2 likes
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  9. 21 Dec 2021

    3 likes
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  10. 17 Dec 2021

    Headline sentiment was modestly bearish at -1.9 for the month of November. At the sector level, investors rotated into consumer cyclicals and out of technology. Access here: .

    1 like
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  11. 13 Dec 2021

    We are proud to announce that Delisha Grant is on the List. The Inspiring FinTech Females 2021 recognizes the amazing work so many inspirational women in FinTech have achieved this year. For the full list of honorees, visit

    6 likes
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  12. 9 Dec 2021

    Join us on December 14th with as and Matt Saunders discuss the trends we saw emerge this past year and how technology can help you adapt to predictions that we have for 2022. Hosted by . Register today:

    1 reply
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  13. 1 Dec 2021

    Senior Enterprise Account Manager Alana Weiss reflects on how the AddeParents group improves the lives of families at Addepar, empowering our teams to continue to deliver to our community of clients and partners

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  14. 30 Nov 2021

    Our recent research note shows that the consumer cyclical and consumer defensive sectors historically underperform in rising inflationary environments, but sentiment and performance are peaking for these sectors. Connect with us to learn more.

    2 likes
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  15. 29 Nov 2021

    Addepar's 2021 Client Advisory Board event brought together innovators in the space to discuss opportunities for continued financial services industry advancement. Our Head of Corporate Marketing recaps 3 key insights from the conversations:

    1 retweet 1 like
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  16. 24 Nov 2021

    As we reflect on all that we’ve accomplished together this year, we’re extremely grateful. Thank you to our clients and community. We’re proud to be working with innovative, thoughtful leaders like you. Wishing everyone a safe and restful holiday.

    4 likes
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  17. 18 Nov 2021

    We're honored to be named among ' list of best family office software for 2021. With a client-centric approach, we're facilitating informed decisions through actionable insights and tailored reporting.

    2 retweets 6 likes
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  18. 8 Nov 2021

    Headline sentiment was neutral for the month of October. At the sector level, investors rotated into consumer cyclical, consumer defensive and industrials while rotating out of communication services and technology. Access here: .

    1 retweet 2 likes
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  19. 8 Nov 2021

    11/10 @ 1pm ET: Join and 's to learn more about leveraging tech to optimize for tomorrow.

    1 like
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  20. 2 Nov 2021

    Join us for a discussion with and 's on how technology and data can help institutional investors better understand their multi-asset portfolios and get to the core of what drives returns.

    1 retweet 1 like
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  21. 22 Oct 2021

    We’re thrilled to welcome ​​ to the Addeapar family ​​to continue building together and deliver lasting value and innovation to our clients. shares the news:

    1 reply 1 retweet 8 likes
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