Articles tagged "Addepar"
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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
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
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
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
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
Aspiration's jump to $11 million of AUM attracts $15.5 million of VC capital from investors who include Addepar's founder
Other head-scratchers from the LA-based robo include its sweet 1% checking account and its tithing of assets
November 30, 2015 at 11:49 PM
The inner orchestration of Dynasty, Addepar and Pershing/BNY Mellon it took to harmonize a $1.4 billion Merrill Lynch family office team
Vendors are finding ways to put UHNW corner family offices on conveyor belts in the service of RIA prosperity
September 9, 2015 at 8:21 PM
How a software-flummoxed ex-Merrill Lynch private banker set up shop, invented his own dashboard and is selling it to top RIAs
David Benskin is bringing on talent from eMoney, Black Diamond and Envestnet to grow Wealth Access
June 25, 2015 at 5:13 PM
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 at 6:29 PM
Review: Nevin Freeman pops the Addepar hood to see what $50 million of coding can do for RIA software
Other than a couple of willful eccentricities, the Mountain View-based start-up's engineers earn a 'well done' from our technology maven
April 29, 2015 at 4:30 PM
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 at 6:41 PM
How an under-the-radar UHNW performance reporting firm is taking on Addepar and Advent in a bid for RIA bucks
WealthTouch, which manages $200 billion for 300 clients, some with Goldman Sachs, JPMorgan or Credit Suisse,is bulking up by merging with a mass-market-oriented firm and eschewing big PE cash to get ahead
December 3, 2014 at 4:27 AM
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'
November 10, 2014 at 8:32 PM
Addepar hires in the direction of revenues -- and maybe even an IPO
The mature start-up adds an ex-Advent sales chief a year after hiring a CFO with a nose for initial public offerings
September 23, 2014 at 7:57 PM
Takeaways from a New York Times article about Addepar
The Mountain View, Calif. start-up kept it close to the vest but revealed who they believe uses big data to good effect
