Articles tagged "Joe Lonsdale"

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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

July 21, 2016 — 11:47 PM UTC

Addepar lays out world-fixing vision and rolls out upgrades at swanky The Battery event in San Francisco

RIAs got the '$120-trillion' pitch straight from Joe Lonsdale and Eric Poirer, who say they are unveiling new software that will speak the same language to the Tower of Babel that is the RIA industry

April 23, 2015 — 6:41 PM UTC

After one year of 'eight-fold' growth, Addepar rotates Karen White out and an ex-SAP exec in

The new CMO, Barbara Holzapfel, will face the challenge of establishing a niche more specific than 'all of the above'

November 10, 2014 — 8:32 PM UTC

Takeaways from a New York Times article about Addepar

The Mountain View, Calif. start-up kept it close to the vest but revealed who they believe uses big data to good effect

August 8, 2014 — 3:25 AM UTC

The face of Addepar leaves the company amid intrigue about just where it stands with the RIA market

Mike Paulus was company president during its formative time and exemplified its faith in youth

March 24, 2014 — 3:33 AM UTC

Addepar hits $50 billion of assets and turns its eyes to Advent-Black Diamond's plump RIA market

With close to $12 million in revenue, a hotshot tech startup is looking to move into second phase of development: Attracting RIAs despite naysayers

November 26, 2012 — 5:42 PM UTC
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