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Articles tagged "Addepar"


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Jon Porter has used Addepar since 2010. Kicked out of the pilot-user nest last year, he is now a paying customer.

Addepar finally makes friends with Fidelity and reboots its RIA service, again -- helped by a key ex-Tamarac hire

The $1.3-trillion performance software maker hired Samuel King, former Tamarac service chief and wins -- for keeps -- big RIA users as it puts its science project reputation aside to prosper

April 24, 2019 at 7:44 PM

Craig Pearson: [Clients] said: If you come back, we're here.

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

April 25, 2018 at 6:27 PM

Bob Miller: In 2015 90% of our revenue came from reporting ... In 2018 that will be less than 50 % so it's a major shift.

What exactly to make of PCR 'doubling' assets to $250B in an eye-blink amid Addepar's inescapable presence

CEO Bob Miller pivoted to safer 'aggregation' ground where margins are slimmer but competition may be lighter

March 13, 2018 at 9:12 PM

Eric Clarke: If we didn't do anything, our RIAs would have gone to Addepar or PCR and it would have given them a chance to cross-sell.

Orion gets serious about Addepar's threat to its biggest clients

CEO Eric Clarke cobbles together a dozen providers, plus DTCC, into a workable reporting system for alternative investments that cuts labor, improves appearance

March 5, 2018 at 5:44 PM

Eric Poirier: We are still in the very early days in terms of penetration in the RIA industry.

Power Player: Addepar's Eric Poirier drags RIAs to seek alpha in a beta world even as the advisors demand -- and get -- eMoney and FolioDynamix connections

The Silicon Valley-based CEO seeks to change how RIAs invest by what they can track with a new API and a fresh $140 million of VC money to see it out

September 26, 2017 at 7:31 PM

John Straus: Other broker-dealers are not experienced in dealing with a wealthy complex client.

Raymond James looks to extend its RIA roll-up success with FallLine deal that gets John Straus off the startup schneid

The St. Petersburg, Fla.-based broker-dealer connected with Steward and this time it gets play at making gains in two weak areas -- serving RIAs and ultra high net worth investors

July 13, 2017 at 9:04 PM

Antonio Gracias: The idea of a common language and a truly universal data platform for the financial services world is something Wall Street 10 years ago could never have imagined.

Addepar raises $140 million, unveils a very Tesla board member and seeks RIA data utopia

The 'D-round' VC raise led by Valor is a 100%-plus jump from the $65.8 million invested to date

June 8, 2017 at 1:31 PM

Eric Poirier: It's matching with a high correlation.

Addepar deal may salve big, lingering pain point for RIAs who use alternative investments

The Mountain View, Calif. software firm bought AltX to help back-end operations catch up with front-end display

May 19, 2017 at 11:46 PM

T3 organizer Joel Bruckenstein (l.) set the stage for a smorgasbord of announcements, acquisitions and integrations.

An e-marriage of Schwab and Fidelity, a reflective Ron Carson and good jargon-bashing made T3 take off like that helicopter outside

Addepar and FolioDynamix team up, Fidelity defends its robo-AMP and Carson tells why the Carson Wealth-LPL partnership failed -- and what blame he takes

February 21, 2017 at 6:52 PM

Eric Poirier: You don't want to be orphaned.

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?

January 18, 2017 at 9:29 PM

Bob Miller: Although we compete with Addepar in the reporting domain we also provide services that they do not.

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

December 30, 2016 at 7:14 PM

Brodie Cobb: I saw a lot of similar-sized very successful firms begin to sell in San Francisco like Constellation, Luminous and Bakers Street and the question is: why?

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 at 9:05 PM

The Vestorly office in New York needs to be regularly unburdened of pizza boxes.

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 at 11:47 PM

The author with Mark Tibergien at the Pershing Symposium this week in southern California

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 at 9:05 PM

The 2014 RIA hype frenzy may have peaked when suddenly Tony Robbins was everywhere.

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 at 11:42 PM

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