Founded by 40 UHNW families and their advisors and now serving over $400b in assets, the needs of Private Clients are in our DNA.
Our clients include the most prestigious Private Banks and Private Client Advisors as well major Single-Family Offices and Multi-Family Offices.
After CEO Bob Miller executed a turnaround, ex-KKR execs rewarded him with buyout of majority stake -- and wiped away nasty $12-million balloon note
A higher bidder ripped WealthTouch from Craig Pearson's grasp but his startup could rip the clients, free of charge, right back -- and leave Addepar gasping
After his noncompete expired, the founder and CEO of Private Wealth Systems is welcoming old UHNW managers whose language he speaks
Addepar secures Morgan Stanley account by winning a test of wills and unleashing a small army on Manhattan
Despite initial skeptics, industry pressure pushes first wirehouse into line, but will others feel the burn?
With Addepar muscling in, original UHNW software force PCR hires new CEO, triples engineering staff, kills off asset-based pricing and seeks more RIAs
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
PCR singles out Advent/Black Diamond for reverse predatory pricing in bid to move further downmarket
The Wilton, Conn. white-shoe software firm wants to underscore its ultra-coddling that won private banks