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Addepar

Filed under: Portfolio Management System

Company info:

Etcetera:

  • Founded in 2009

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Addepar secures Morgan Stanley account by winning a test of wills and setting a small army on Manhattan

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Plucky Bob Miller is replacing Rob Fiore at the Wilton, Conn. firm with a keen sense of UHNW hegemony and willingness to take half an RIA loaf for reporting on managed illiquid assets

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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

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Mark Tibergien, Mike Kitces, Addepar CEO and others in San Francisco show pathway to capturing the hearts and savings of 'bankless' millennials


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