Nov 10, 2014
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'
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The new CMO, Barbara Holzapfel, will face the challenge of establishing a niche more specific than 'all of the above'
The almost unfathomable Silicon Valley investment being poured into creating wealth management software a catch-up move after decades of falling behind
Robertson Stephens chief learns it's easier to court advisors winning Silicon Valley wealth using Made-in-Mountain-View software
Mike Paulus was company president during its formative time and exemplified its faith in youth
The Industry Sourcebook for RIAs