News, Vision & Voice for the Advisory Community


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'

Author Brooke Southall November 10, 2014 at 8:32 PM
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Eric Poirer: We have invested tremendously in our culture.

Women of Wealth Management



Battle Beast

Battle Beast

November 12, 2014 — 5:09 AM

She was a token female exec much like Sheryl Sandberg. Unlike Marrisa Mayer, these empty pantsuits have accomplished absolutely nothing and are merely part of the feel good lib movement to empower women. Once the figures are tabulated it’s clear the good press for having women in power is offset by the dead weight they bring to revenue. Good Riddance.

brooke southall

brooke southall

November 12, 2014 — 6:17 AM

Battle Beast,

Thank you for your excellent demonstration of why we need more women in business. They don’t feel the need to score cheap points by playing to people’s sexual bias.


J L. Livermore

J L. Livermore

November 12, 2014 — 3:20 PM


WOW and I thought I was harsh!


J L. Livermore

J L. Livermore

November 13, 2014 — 4:14 PM

Battle Beast:

With a comment like that perhap a more appropriate mask name would be “Battle Axe”.



PS. What happened to all the grumps, curmudgeons and scoundrels who used to while away their days here with purposeless banter.

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October 26, 2022 at 1:12 AM

Joe Lonsdale is prepping Lonsdale Investment Technologies for launch 13 years after founding Addepar -- with the new business model too cannibalistic for comfort, some say

The Austin, Texas, serial entrepreneur is still executive chair of, and a big stakeholder in, Addepar but may need a fresh start to manifest his hyped vision of creating high bandwidth financial flow between retail investors and vast private markets.

February 23, 2022 at 12:09 AM

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March 8, 2023 at 3:28 AM

Surfing a $15-billion-a-week asset growth meteor, Addepar CEO Eric Poirier hires an owner as president to achieve 'escape velocity' and keep operations from flaming out

Addepar is fast nearing $3 trillion, it says, after a 50% RIA asset spike in 2020. Now an Addepar owner through Valor Equity Partners is stepping in to safeguard or supercharge his investment depending on the point of view.

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Top Executive: Eric Poirier

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