Articles tagged "Eric Poirer"


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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

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

Some notes at MarketCounsel from the pad of a skeptical Peter Giza

The Wealthsite exec zeroed in on Sallie Krawcheck, and all things tech

December 15, 2014 — 5:55 PM UTC

The MarketCounsel Summit gets the RIA business out of its shell

Sallie Krawcheck threw a cat amongst the pigeons; Tony, I-come-in-peace, Robbins, more so and Addepar's Eric Poirer emerged from his silicon cave

December 12, 2014 — 6:25 PM UTC

Addepar has two new 'grown-up' leaders but the same mantra: double down, triple down then quadruple down on engineering

The almost unfathomable Silicon Valley investment being poured into creating wealth management software a catch-up move after decades of falling behind

July 21, 2014 — 7:59 PM UTC
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