People Moves Related to "Addepar finally makes friends with Fidelity and reboots its RIA service, again -- helped by a key ex-Tamarac hire"
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Strive's plan to buy cheap Bitcoin • Vanguard's path to lift crypto ban • Addepar buys 'AI' shop • Data is key, AdvisorEngine says • Vestwell's chicken coup • Carson's new chatbot 'smarter'
Jun 3, 2025The anti-ESG shop launches more unusual financial engineering • Will Vanguard lift crypto ban? • Addepar AI Leaps • AdvisorEngine just sealed five new deals • Carson and Fava go AI to get smart.
After three years -- and $2.5 billion -- trying to make an Envestnet killer out of InvestCloud, Motive Partners goes owner-operator when CEO search comes up empty
Jan 23, 2024Motive hopes Jeff Yabuki, 66, can restore magic after old InvestCloud management put the 'icing before the cake' in the eyes of one analyst.
InvestCloud CEO John Wise and management team ousted after VC investors grow impatient for long-promised deliverables that always seemed just over the rainbow
Apr 26, 2023Dubbed an 'Envestnet killer,' the LA company has yet to deliver disruption from its $1 billion VC investment combined with roughly $1.5 billion of other motley gems.
Addepar's chairman writes five-alarm warning about how US immigration red tape is putting foreign engineers through hell, creating a 'quiet crisis' for tech companies
Oct 26, 2022Joe Lonsdale uses words like 'egregious' 'crapshoot' and 'rude' in Wall Street Journal article to explain how 'America and its economy are the butt of the joke.'
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
Feb 23, 2022The 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.
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
Apr 9, 2021Addepar 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.
Addepar hires Advent genius then launches 'Advent Converter' to court the RIAs still on Axys and APX ; PortfolioCenter 'easy button' comes next
Mar 3, 2020The tactic by the Mountain View, Calif. firm and Advent co-founder and code avatar Steve Strand comes a decade after Orion, Black Diamond and Tamarac began feasting on the legacy corpses, but Addepar insists meat remains on the bone.