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Prikvačeni tweet
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.https://www.wsj.com/articles/addepar-valued-at-2-17-billion-as-investors-bet-on-wealth-management-tech-11623756600 …
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Get our latest guide tailored for COOs on how to leverage the Addepar platform to better achieve your firm’s growth aspirations. https://bit.ly/3rZFItq pic.twitter.com/iNmneeB7nt
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Addepar's
@DDeru caught up with@lifeyield about what inspired him to create AdvisorPeak, the recent acquisition and why he sees rebalancing software as an increasingly powerful tool in the spacehttps://podcasts.apple.com/us/podcast/a-tax-smart-and-risk-smart-way-of/id1555575323?i=1000549632032 …Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
Get our latest guide tailored for CEOs on how to leverage the Addepar platform to better achieve your firm’s growth aspirations. https://bit.ly/3o3Vpi4 pic.twitter.com/dZ0NRqbdaM
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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.
#wealthmanagement https://info.addepar.com/rs/232-KUI-215/images/December-2021-Research%20Note-Day-of-the-Week-Effect.pdf …pic.twitter.com/rNVJf5gSBy
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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
#insights here: https://www.addepar.com/investor-sentiment ….pic.twitter.com/vXibvr8ETX
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We’re excited to kick off the year announcing
@RBC Wealth Management has selected Addepar as its full-firm reporting and data aggregation solution for its U.S. wealth management division.@barronsadvisorhttps://www.barrons.com/advisor/articles/addepar-rbc-wealth-management-technology-deal-51642002614 …Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
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. https://info.addepar.com/rs/232-KUI-215/images/Research-Note-Introducing-the-Daily-ISI.pdf … Connect with us to learn more.
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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
#insights here: https://www.addepar.com/investor-sentiment ….pic.twitter.com/zaPmbVHYln
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We are proud to announce that Delisha Grant is on the
@nycfintechwomen#IFF2021 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 https://www.nycfintechwomen.com/iff2021 pic.twitter.com/Os2xyKcLB9
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Join us on December 14th with
@AiteGroup as@sovereignfund 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@wealth_mgmt. Register today:https://www.wealthmanagement.com/webinars/top-trends-driving-change-wealth-management?partnerref=Addepar …Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
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 partnershttps://addepar.com/blog/parents-at-addepar …
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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. https://info.addepar.com/ResearchNote-ConsumerSectorsandInflation_LP.html … Connect with us to learn more.pic.twitter.com/GDfEFspyVu
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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:https://addepar.com/blog/2021-client-advisory-event …
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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.
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We're honored to be named among
@Forbes' list of best family office software for 2021. With a client-centric approach, we're facilitating informed decisions through actionable insights and tailored reporting.https://www.forbes.com/sites/francoisbotha/2021/11/17/the-2021-family-office-software-roundup/?sh=211d63123919 …Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
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
#insights here: https://www.addepar.com/investor-sentiment ….pic.twitter.com/UIA8xTSr7b
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#Webinar 11/10 @ 1pm ET: Join@sovereignfund and@VennTwoSigma's@botte_alex to learn more about leveraging tech to optimize for tomorrow. https://zoom.us/webinar/register/4016339821281/WN_EB8uiWg5ToyXEQEmq42-dw …pic.twitter.com/iVO033G6BT
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Join us for a discussion with
@sovereignfund and@VennTwoSigma's@botte_alex on how technology and data can help institutional investors better understand their multi-asset portfolios and get to the core of what drives returns. https://zoom.us/webinar/register/4016339821281/WN_EB8uiWg5ToyXEQEmq42-dw …pic.twitter.com/klAN9M4D5Z
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We’re thrilled to welcome
@AdvisorPeak to the Addeapar family to continue building together and deliver lasting value and innovation to our clients.@RIABiz shares the news:https://riabiz.com/a/2021/10/22/after-being-blown-away-by-advisorpeaks-engineering-prowess-addepar-is-buying-the-company-to-arm-its-clients-with-automated-rebalancing-software …Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi
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