Addepar @Addepar Twitter profile | Pikagi

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Addepar

@Addepar

3,886

Followers

252

Following

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1,012

Statuses

Addepar is a global technology and data company that helps investment professionals provide the most informed, precise guidance for their clients.

Silicon Valley-NYC-SLC-UK

https://t.co/q5wprpYNlB

Joined June 2010

Don't wanna be here? Send us removal request.

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@Addepar

Addepar

2 years

Celebrating our clients and partners who inspire us to elevate industry standards. Across financial institutions, our clients go above and beyond to deliver informed investment decisions and optimal outcomes for the portfolios in their care.

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The Addepar Standard

Celebrating our exceptional clients and partners who inspire us every day to elevate industry standards. Our clients go above and beyond to deliver more info...

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@Addepar

Addepar

3 years

We’re thrilled to announce a $150M investment from D1 Capital Partners, as part of our Series F financing, and that we have exceeded a $2B valuation.

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Addepar Valued at $2.17 Billion as Investors Bet on Wealth-Management Tech

The wealth-management software provider said it had raised $150 million from New York hedge-fund firm D1 Capital Partners.

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@Addepar

Addepar

6 years

Beginning with our very 1st client in 2011, we have grown 300+ clients with $1T in assets on our platform! #thankyou #fintech

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@Addepar

Addepar

5 years

Our Head of Insights @alastaircairns joined @Fidelity , @Pershing , @AiteGroup , and @MyVestCo today at the @Columbia_Biz Alumni Club to discuss innovation and #fintech in #wealthmanagement . Thanks to all for a great event.

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@Addepar

Addepar

6 years

Addepar employees gathered today to celebrate our $1T milestone. We could not have done this without our dedicated and talented team! #fintech

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@Addepar

Addepar

10 months

We’re thrilled to celebrate surpassing $5T in client assets managed on our platform. This achievement reflects the trust, commitment and partnership we share with our 1,000+ global client firms. Thank you to all those who made this journey possible.

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@Addepar

Addepar

7 years

Today we announced $140M in new funding, led by Valor Equity Partners, @8VC_ & Harald McPike.

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@Addepar

Addepar

7 years

We are honored to be one of the #Fintech250 - the most promising, private fintech companies from around the world. Thank you @CBinsights !

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@Addepar

Addepar

8 years

Hear from our CEO Eric Poirier: How to build a sustainable, mission-driven company culture via @mashable

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@Addepar

Addepar

5 years

We are thrilled to announce the launch of Addepar Mobile to enable real-time portfolio access for #financialadvisors and their investors. Our clients are already seeing results. #mobileapp #accessibility #buildtogether

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@Addepar

Addepar

9 years

Honored to support Element Pointe Advisors in their new venture! #fintech #finance

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@Addepar

Addepar

6 years

We are excited to announce that we have surpassed $1T in assets on the Addepar platform! #fintech #wealthmanagement #familyoffices #assetmanagement

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Addepar Celebrates $1 Trillion Assets on Its Platform

Today, I’m thrilled to share that Addepar has exceeded $1 trillion in client assets on our platform. This major milestone underscores our extraordinary team’s commitment and dedication to add deep...

www.linkedin.com

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@Addepar

Addepar

4 years

Clients will always be at the center of everything we do as we expand our platform & the value it brings to advisors. We are pleased to share that today Addepar announced $117M in Series E funding led by @westcapgroup , with support from @8vc @SwayVentures .

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Addepar Raises $117M in Series E Funding

/PRNewswire/ -- Addepar, a technology platform for wealth management, announced it has closed a $117 million Series E funding round, led by WestCap Group...

www.prnewswire.com

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@Addepar

Addepar

9 years

Thank you @BarefootCoffee for the love and fuel to power us through our Hackathon! #FinTech #FixFinance

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@Addepar

Addepar

9 years

Our new blog is live! Hear how #Addepar offers investors+advisors a better approach from CEO/founder here: #fintech

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@Addepar

Addepar

4 years

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@Addepar

Addepar

2 years

John Wiseman recently joined Addepar as Chief Revenue Officer leading our go-to-market teams. Learn more about John and what drew him to Addepar here:

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@Addepar

Addepar

8 years

Morgan Stanley Partners w/Addepar to Bring Innovative Platform to Private Wealth Management via @PRNewswire #FinTech

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@Addepar

Addepar

9 years

Hello lover. Thanks to @johnnydtruck for carrying us through the end of #AddeHackathon #FinTech

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@Addepar

Addepar

9 years

Honored to be named to the @Forbes #FinTech 50 list! >>

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@Addepar

Addepar

8 years

Addepar engineer Maddie Horowitz on stage today @GHC . We are excited to meet inspiring women who are changing the face of tech #WomenInTech

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@Addepar

Addepar

8 years

Tuesday 1:50pm: we'll be at Dreamforce discussing Addepar for @salesforce . Join us! #DF16

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@Addepar

Addepar

5 years

Excited to announce today that we now have $1.7T in assets on the Addepar platform and are serving more than 400 family offices, RIAs and banks. @business ’ @sonalibasak explores the opportunities that lie ahead:

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Silicon Valley Firm Helps the Wealthy Keep Track of $1.7 Trillion of Assets

The ultra-secret world of ultra-wealthy investors is becoming slightly more transparent.

www.bloomberg.com

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@Addepar

Addepar

5 years

Best-in-class tech is what sets advisors apart and we’re committed to delivering that. By integrating with @eMoneyAdvisor , @MoneyGuidePro and Libretto LLC, we’re bringing together the top #financialplanning tool integrations to the Addepar ecosystem.

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@Addepar

Addepar

9 years

Hey #emberconf ! If you want to see an ambitious #emberjs application, come to the #Addepar booth and get a demo!

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@Addepar

Addepar

9 years

Next week we host two Food for Thought events: peer-driven conversations on real-world lessons of change + success. #FixFinance #FinTech

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@Addepar

Addepar

2 years

Learn more about what we’ve been up to this month with Inside Addepar, a round-up of our latest news. Read on to find key #product updates, our September Investor Sentiment Index and resources for navigating today’s market conditions.

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@Addepar

Addepar

4 years

Addepar Chairman & Founder, and General Partner at @8VC , @JTLonsdale talks about our recently launched Marketplace application and his vision for the future of data-driven decisions.

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@Addepar

Addepar

8 years

Over $500 billion now managed on Addepar's platform by 200+ wealth managers, family offices and banks. Learn more >>

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@Addepar

Addepar

2 years

Principal software engineer Michael Greenbaum joined Addepar 11 years ago. Why the commitment? The chance to solve dynamic problems in a fast growing company. “I’ve been lucky enough to work on some of our most challenging technical problems.” Read more:

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@Addepar

Addepar

9 years

Have we mentioned we are growing? Read more about our NYC office expansion: #FinTech

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@Addepar

Addepar

6 years

We are honored to be named the Best #WealthManagement Platform in 2019 by @FinTech_Awards . Read more here: #fintech

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@Addepar

Addepar

8 years

Sneak peek of the new Addepar HQ in Mountain View. Our new home is coming together thanks to our amazing Design and Ops teams #BuildTogether

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@Addepar

Addepar

3 years

We're honored to be named among the 50 most innovative fintech companies in 2021. @Forbes recognizes Addepar's recent milestone of over $2.5 trillion in assets on our platform, and growth hitting new highs with more than 600 clients to date

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@Addepar

Addepar

4 years

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@Addepar

Addepar

3 years

We’re thrilled to welcome @AdvisorPeak to the Addeapar family to continue building together and deliver lasting value and innovation to our clients. @RIABiz shares the news:

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After being 'blown away' by AdvisorPeak's engineering prowess, Addepar is buying the company to arm...

The 12-year old Mountain View, Calif., performance reporter, with $3 trillion plus of adminstered assets, is buying the 18-person, third-year startup to apply to its 600 clients.

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@Addepar

Addepar

3 years

Congratulations to our CTO Ruchir Swarup for being named a finalist in the Tech Leadership category for @FinTech_Futures ’ Banking Tech Awards USA! See the full list of finalists here:

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@Addepar

Addepar

4 years

We’re honored to welcome Ruchir Swarup as our new Chief Technology Officer. As Addepar continues to expand the power and value of our platform, we’re excited to have his expertise and leadership to take our tech stack into the future. @Citywire @IanWenik :

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Addepar hires ex-BlackRock exec as chief tech officer

Ruchir Swarup has joined the performance reporting software firm as its CTO.

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@Addepar

Addepar

2 years

. @UBS is now bringing industry-leading data, analysis and reporting capabilities of the Addepar platform, alongside @miradorinc 's financial data technology expertise, to its clients and financial advisors in the U.S. Read more here:

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@Addepar

Addepar

3 years

We’re honored to have talent like Delisha Grant at Addepar. @thisisinsider ’s @britneycath spotlights our Associate General Counsel’s career journey and mentorship tips

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A first-generation lawyer shares the 2 strategies she used to stop feeling like an outsider in her...

Delisha Grant, an associate corporate counsel at the wealth-management platform startup Addepar, talks networking and trusting her experiences.

www.businessinsider.com

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@Addepar

Addepar

6 months

Addepar just wrapped a strong first quarter, packed with a more powerful visual ownership map, automated bill tracking and reconciliation, a research study in collaboration with Stanford and more. Our blog has the scoop on our latest quarterly round-up.

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@Addepar

Addepar

10 months

In the December edition of Inside Addepar, we share product updates that impact the Client Portal, as well as new attributes in Calculations. We also spotlight a number of company milestones to close out 2023.

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Inside Addepar | December 2023

Read about product innovation and new solutions we’re bringing to clients as part of a monthly news round-up called Inside Addepar.

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@Addepar

Addepar

4 years

Proud to be included in this year’s @Forbes Family Office Software Roundup. @francoisbotha notes Addepar’s value prop is to facilitate informed decisions through actionable insights and tailored reporting.

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@Addepar

Addepar

6 years

“Addepar is among a short list of technology companies that has proven its platform can deliver aggregated data and reporting in a secure an effective way, even to the largest and most sophisticated wealth managers.” #fintech

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In Pursuit of Larger Wealth Managers, Addepar Hires Several Industry

The technology platform associated with RIAs and family offices is intent on working with bigger industry players.

www.wealthmanagement.com

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@Addepar

Addepar

8 years

Major shifts in wealth management as Morgan Stanley signs with @Addepar via @markets @business #FinTech

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Morgan Stanley Signs With Asset-Gobbling Startup Backed by Thiel

Morgan Stanley, among the world’s biggest brokerages, is partnering with a Silicon Valley startup better known for helping rivals at independent advisory firms and family offices manage the assets of...

www.bloomberg.com

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@Addepar

Addepar

12 years

Our recordings from #EmberCamp are up! @tildeio

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@Addepar

Addepar

6 years

Thank you @MorganStanley for this incredible recognition! We are honored to partner with you. #fintech

@MorganStanley

Morgan Stanley

6 years

Morgan Stanley honored @Addepar , an exceptional #technology collaborator, at its third annual #FintechSummit at an awards reception last night in New York City.

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@Addepar

Addepar

2 years

We’re proud to be named by @Forbes to their 2022 #Fintech50 ! It recognizes the year’s most innovative startups in investing, personal #finance , payments, and crypto. This marks our 7th year of inclusion since the list’s inception in 2015. Learn more:

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@Addepar

Addepar

3 years

"You will always be successful if you put clients at the center." @natalierightnow joins @Qualtrics ' @jsp311 on the latest episode of the Breakthrough Builders Podcast to share insights on the role marketing can play in leading growth.

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@Addepar

Addepar

10 years

Much in store for 2015 & beyond, @FastCompany knows it. @Addepar named in #FCMostInnovative for Personal #finance http://t.co/NRpOIcjUEv

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@Addepar

Addepar

7 years

It's #AddeHackathon @Addepar this week! #DreamBig

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@Addepar

Addepar

6 years

We are pleased to announce new ways that clients can now partner with Addepar to grow their businesses without limitations. Read more here:

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Addepar Doubles Down on Service Offering and Expands Senior Services Leadership to Enable Diversi...

/PRNewswire/ -- Addepar, a leading technology platform for wealth management, today introduced an enhanced set of services that provide the company's clients...

www.prnewswire.com

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@Addepar

Addepar

3 years

. @barronsonline @sabrinaescobarm explores our platform flexibility with perspective from @Stifel on how they leverage Addepar to provide family office-level reporting to their entire client base.

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Now Valued at $2 Billion, Addepar Sets Sights on Further Expansion

After raising $150 million in its recent funding round, the data aggregation company plans to expand the ranks of banks and large firms it serves.

www.barrons.com

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@Addepar

Addepar

9 years

Inspired by talks at #emberconf & where the #emberjs community is going. We’re proud to be in the group of companies building #ambitiousapps

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@Addepar

Addepar

4 years

We are honored to announce that Addepar has been selected as a finalist in the consolidated reporting category for the @FWReport Awards! The program recognizes the most innovative teams serving the family office, family wealth management & trusted advisor communities.

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@Addepar

Addepar

3 years

Our Head of Institutions @sovereignfund and Founder & Executive Chairman of the Board @JTLonsdale recently joined @pensionsnews to discuss the challenges that advisors face and how Addepar is working to bring innovative tech to financial services

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Board Talk (full) Ashby Monk, Stanford University & Joe Lonsdale, Palantir/Addepar | WPS2021 Video...

Pension funds sit at the base of capitalism, the goal is to find the gaps and the smartest people to fix them. Palantir founder, Addepar Founder and Chairman of the Board & Tech Cowboy Joe Lonsdale...

www.pionline.com

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@Addepar

Addepar

8 years

Morning view from Addepar HQ

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@Addepar

Addepar

10 years

Stop by booth #410 at the Grace Hopper conference to meet the team and snag of these great t-shirts! @ghc #GHC14 http://t.co/6vK7UoEjoo

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@Addepar

Addepar

1 year

Addepar Chief Product Officer Don Nilsson shares how Addepar rapidly deployed a product integration with @Plaid to address the challenge of the visibility into cash assets at the start of the recent banking crisis:

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Customer Success Story - Addepar | Plaid

How Addepar uses Plaid to help investment professionals serve their end-clients by offering real-time visibility into their financial holdings.

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@Addepar

Addepar

4 years

We’re proud to announce that Addepar has surpassed $2 trillion in client assets on our platform. Our Chief Business Officer David Lessing shares why this moment, for us, is about much more than a number:

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@Addepar

Addepar

1 year

At AddeConf23, our annual developers conference, CEO Eric Poirier noted our stellar growth – $4.5T assets on platform, clients in 40 countries, 8 global offices. These events “build chemistry” and support our commitment to our clients.

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@Addepar

Addepar

1 year

This month brought improved charts for robust reporting, seamless data with the beta release of the in-app import tool and AddeConf23 for our developer community. Addepar Research published their cash management insights and for the 8th consecutive year we made Forbes Fintech 50.

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@Addepar

Addepar

10 years

Big thanks to everyone who came out for the @emberjs meetup last night!

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@Addepar

Addepar

4 years

We’re thrilled to be listed among the 2020 @CBInsights Fintech 250 List of Fastest-Growing Fintech Startups!

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@Addepar

Addepar

3 years

We hosted a panel discussion with leading wealth advisors Requisite Capital Management's @BrynTalkington , @CerityPartners ' Kurt Miscinski and @TiedemannAdv 's Mike Tiedemann. Check out their 5 tips for success to deliver an exceptional client experience:

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@Addepar

Addepar

11 years

Recordings from the recent Ember Meetup we hosted are up - check out Addepar's @terzicigor talking about Ember Data!

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@Addepar

Addepar

5 years

According to @Addepar co-founder @JTLonsdale , innovation is key to fighting the #coronavirus pandemic. Check out his thoughts in the latest @BW podcast:

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@Addepar

Addepar

10 years

The modern world of finance requires integrity, transparency, and impact. It is our mission to deliver technology to make this a reality.

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@Addepar

Addepar

9 years

The captivated Mountain View participants at this week's Hackathon #Addepar #FixFinance

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@Addepar

Addepar

2 years

🎉🎉Cue the confetti! 🎉🎉 Addepar is thrilled to be named a finalist in the Most Innovative Technology of the Year category for the inaugural @RIAIntel Awards, alongside many of our clients and partners making an impact in the RIA space.

@Mike_Thrasher

Michael Thrasher

2 years

FINALISTS FOR THE @RIAIntel AWARDS HAVE BEEN ANNOUNCED! These Are the Finalists for the Inaugural RIA Intel Awards

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@Addepar

Addepar

3 years

Following a record yr of growth, we’re thrilled to announce Eric Daniels as our new CFO to continue the momentum. We’re also welcoming private capital & alternatives leaders Jaime Hildreth and Juan Sabater to our Board of Directors.

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Addepar Appoints Chief Financial Officer Following Record Year of Growth

/PRNewswire/ -- Addepar, a leading software and data platform purpose-built for investments, today announced that Eric Daniels has joined the company as Chief...

www.prnewswire.com

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@Addepar

Addepar

5 years

Thanks #SchwabIMPACT for hosting this week. We had the best time in sunny #SanDiego catching up with our community and meeting new #innovators in our growing market.

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@Addepar

Addepar

3 years

We're happy to share that Addepar has been named a @wealth_mgmt "Wealthies" finalist among technology providers for wealth reporting / personal finance managers. Congratulations to all the finalists this year!

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@Addepar

Addepar

3 years

We are honored to announce that Addepar has been named the best consolidated reporting solution at the 8th annual @FWReport Awards among the most innovative teams serving the family office, family wealth management & trusted advisor communities.

@FWReport

Family Wealth Report

3 years

Congratulations to the winners and commended firms and individuals of the Family Wealth Report #Awards 2021 program!! #familyoffice #UHNW #wealthmanagement For the full list of category winners and commended:

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@Addepar

Addepar

5 years

We’re honored to a part of the @Forbes #Fintech 50 2020! #buildtogether #wealthtech #innovation

The Future Of Wall Street: Fintech 50 2020

Meet the fintechs changing the way Wall Street firms operate, trades and manage their assets.

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@Addepar

Addepar

7 years

How This Senior Product Manager Navigated Learning She Was Pregnant on Her First Day at Addepar

@powertofly

PowerToFly

7 years

At @Addepar , you can do great work and share all of life’s joys, even if it’s the first day.

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@Addepar

Addepar

4 years

Eric Poirier and Alastair Cairns spoke to @wealth_mgmt ’s @ddjanowski about how a critical mass of $2T in assets allows us to provide innovative insights that help strengthen decision-making and uplevel the client experience.

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Addepar Launches Investor Sentiment Index

The firm has used anonymized UHNW and HNW client equity transaction data.

www.wealthmanagement.com

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@Addepar

Addepar

5 years

. @epoirier7 discusses the challenges, solutions, and opportunities that come with serving the #UHNW investor community with @newrulesinvest

@tearsheetco

Tearsheet

5 years

How Addepar built an ecosystem around the ultra high net worth investment community with CEO Eric Poirier

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@Addepar

Addepar

8 months

Addepar is proud to be featured for the ninth consecutive year on the @Forbes #Fintech50 list as one of the top private businesses in fintech making a deep impact through innovation.

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The 50 Hottest Fintech Startups

Despite the industry’s funding woes, some startups–particularly those serving others business—are thriving. Here’s the Forbes Fintech 50 for 2024.

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@Addepar

Addepar

6 years

We're honored to be recognized by @Forbes #Fintech50 for driving transparency and empowering wealth managers to make more informed, data-driven investments #fintech

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@Addepar

Addepar

2 years

Lauren Hartsfield had a background in politics, but completed the @ghc program before joining Addepar’s product engineering team. She now works on user experience for the Addepar platform. Learn more about Lauren’s work with us: @8vc

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8VC Emerging Builders Spotlight: Lauren Hartsfield (Addepar) | Posts | 8VC

Dec 15, 2022 - Interview - Today we are highlighting Lauren Hartsfield from Addepar.

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@Addepar

Addepar

8 years

ICYMI we had our last stop of The Path to #ImpInv yesterday @thekitchen in #Chicago . Thanks to all who joined us at our 13 gatherings!

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@Addepar

Addepar

2 years

Investment advisors are using reporting as a way to strengthen client relationships through seamless data aggregation and customization possibilities. Join us @AiteNovarica @wealth_mgmt to discuss the evolution and future of client reporting. Register now:

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@Addepar

Addepar

8 years

. @krangarajan will be speaking momentarily @bsidessf re #InfraOps approach to automating access control #BuildTogether

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@Addepar

Addepar

8 years

Morgan Stanley partners with Addepar to see more of clients' wealth via @YahooFinance #FinTech

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@Addepar

Addepar

4 years

We’re proud to announce that Addepar has been named the winner in the Best Multi Asset Class Portfolio Management System Category for the 2021 Private Asset Management Awards. Congratulations to all of our fellow industry winners! @fund_intel #PAMAwards

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@Addepar

Addepar

5 years

Yesterday at @money2020 , @MattOguz and @epoirier7 shed light on the need to bring integrity and transparency to investing in order to build world-class portfolios #money2020USA #fintech

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@Addepar

Addepar

1 year

We’re pleased to announce today that London & Capital has selected Addepar to bring data modeling, portfolio analytics, tailored investment management and performance reporting to its clients in the UK and around the globe.

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@Addepar

Addepar

26 days

Announcing the launch of Addepar Trading, a pivotal extension to the Addepar platform. Addepar Trading is designed to elevate your trading and rebalancing capabilities with scalable tools, optimized workflows and timely data. Learn more:

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@Addepar

Addepar

7 years

Addepar CEO Eric Poirier will be on the @eMoneyAdvisor #eMoneySummit17 Not Your Average Fintech Panel at 3:30 pm. Do not miss!

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@Addepar

Addepar

5 years

Thanks @InVest_Event for hosting us this week and to all of our co-panelists @artivest ’s @PaulNobile2 and @PersonalCapital ’s Jim Del Favero and moderators @sulemandn and @TheRudinGroup .

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@Addepar

Addepar

3 years

Requisite Capital Management Managing Partner @BrynTalkington shares the importance of finding your firm’s best advocates and leveraging their support to grow.

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@Addepar

Addepar

10 years

The Most Innovative in Personal Finance http://t.co/eQvHkmJIyl via @wealth_mgmt #Addepar #Integrity #Transparency #Impact

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Addepar

2 years

Addepar expands to India with a new R&D center and client support teams in #Pune . Learn more about our expansion and find open roles here:

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Addepar

3 years

We’re excited to kick off the year announcing @RBC Wealth Management has selected Addepar as its full-firm reporting and data aggregation solution for its U.S. wealth management division. @barronsadvisor

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Addepar Lands Firmwide Deal With RBC Wealth Management

The fintech company, which provides advisors and clients with a holistic view of their portfolios, inks one of its biggest deals yet.

www.barrons.com

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Addepar

5 years

We’re in Orlando this week for @TDAmeritrade ’s #NationalLINC conference! Stop by booth #206 to learn more about #Addepar and how to modernize your tech stack.

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Addepar

10 years

16 Free Online Business Courses That Are Worth Your Time http://t.co/cmlQx1f4EF via @bi_strategy

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Addepar

4 years

ICYMI: @Addepar CRO David Lessing recently joined @dougofritz , @RobWedeking and @djamesarmstrong for a #webinar about how financial advisors can leverage performance reporting to maximize their clients’ experiences. Check it out on @wealth_mgmt :

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Addepar

4 years

. @8VC ’s @JTLonsdale joined us on a live #webinar to share his perspective on the impact of COVID-19 on the venture capital ecosystem and investment trends that he finds most compelling in today’s landscape. Check out the highlights in our latest blog post:

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