Articles tagged "Addepar"

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How Tiedemann and Presidio did a no-cash merger of their $4.9 billion and $4 billion RIAs -- and their disarming honesty about jitters

A restructuring by Presidio's stricken CEO's deputy paved the way for a 'non-threatening' union in which all principals keep their equity

August 16, 2016 — 9:05 PM UTC

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

After her Stanford B-school classmates rip on FAs at reunion, a stung Min Zhang takes uber north to Pershing RIA event to hear out Kitces, Tibergien and Poirier on the topic

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

May 6, 2016 — 9:05 PM UTC

Why the RIA business starts 2016 without its swagger: 2014 and 2015

What's hot right now? Almost nothing and nobody. But it might be a 'healthy correction' of equilibrium

January 11, 2016 — 11:42 PM UTC

Aspiration's jump to $11 million of AUM attracts $15.5 million of VC capital from investors who include Addepar's founder

Other head-scratchers from the LA-based robo include its sweet 1% checking account and its tithing of assets

November 30, 2015 — 11:49 PM UTC

The inner orchestration of Dynasty, Addepar and Pershing/BNY Mellon it took to harmonize a $1.4 billion Merrill Lynch family office team

Vendors are finding ways to put UHNW corner family offices on conveyor belts in the service of RIA prosperity

September 9, 2015 — 8:21 PM UTC

How a software-flummoxed ex-Merrill Lynch private banker set up shop, invented his own dashboard and is selling it to top RIAs

David Benskin is bringing on talent from eMoney, Black Diamond and Envestnet to grow Wealth Access

June 25, 2015 — 5:13 PM UTC

The wary love affair between RIAs and Addepar and where it's headed

Silicon Valley Bank launches RIA, SVB Private Bank, to join Robertson Stephens and Iconiq Capital among Bay Area RIA devotees

April 30, 2015 — 6:29 PM UTC

Review: Nevin Freeman pops the Addepar hood to see what $50 million of coding can do for RIA software

Other than a couple of willful eccentricities, the Mountain View-based start-up's engineers earn a 'well done' from our technology maven

April 29, 2015 — 4:30 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