Addepar Company Updates |

Company Updates

  • “What financial markets need now more than ever is enterprise-grade and industrial-strength technology” - Addepar CEO, Eric Poirier on Bloomberg. He spoke with Sonali Basak and Emily Chang about how Marketplace is addressing a need in the #wealthmanagement space for an integrated platform that empowers investors to make transparent, data-driven decisions in times of market volatility like we see today.

  • We are pleased to introduce Marketplace, a cornerstone of Addepar’s vision since our founding over a decade ago. The new application within the Addepar platform allows clients to view and assess a range of offerings and digitally initiate transactions through trusted partners.

  • We’re proud to have a leadership team that truly makes a large scale impact. Check out what our director of engineering George Dodwell considers the key traits of a good #engineering manager:

    A Day in the Life of 5 Engineering Managers, Part I

    The following five engineering managers all started out as technicians. And while they might have come into their previous roles with experience in JavaScript, Python or Golang, their leadership skills were developed and honed on the job.

  • The wealth management industry is reaching a pivotal point for our clients. Advisors across the country use antiquated technology – tech developed in the 90s – that will prevent them from achieving scalable growth. Check out this blog from Addepar Enterprise Data Analyst, Stefan Daniels, on the future of our industry, and how we’re enabling our clients to stay ahead of the curve.

    What Sets The Next-Generation Firm Apart?

    Addepar was created in the wake of the 2008 financial crisis to help you navigate turbulent times exactly like this week. Given the volatile environment, this is one of those critical junctures where we hope to provide you with significant clarity so you can pay it forward for your clients during this difficult time.

  • We’re thankful for our hardworking team and community at Addepar today and every day! #employeeappreciationday #buildtogether

  • This month at Addepar, we’re celebrating #WomensHistoryMonth! We’re thankful for the contributions made throughout history and today that open doors for generations of women. #buildtogether

  • Today engineering and product teamed up to host #AddeConf and showcase some of the awesome things that are being built here at Addepar! Check out our open positions to join this talented tech team.

  • When considering joining a company, it's crucial to understand where you’re going in the future. Check out this blog post highlighting the top 5 questions our clients have for us right now, and how we are addressing these questions now and into the future:

    Top 5 Questions From Our National Client Call

    Recently, we held our annual National Client Call. It offered a chance to look at our accomplishments in 2019 and what we're working on as we charge into 2020. 2019 marked our 10th anniversary and was a year of exponential growth. We're proud to serve 400 clients to date.

  • Thanks to Sacred Heart Community Service for hosting our team yesterday! Proud of the work we accomplished together to service the clothes closet and food pantry for 499 families in need. #addeone

  • AdvisorHub features the next big advisor trend of democratizing premier tech as predicted by our CRO David Lessing. Check out why now is the time to future proof your firm:

    The Next Big Advisor Trend: Democratizing Premier Tech - AdvisorHub

    I've spent over 20 years in leadership roles in the wealth management industry, including coordinating the integration of Morgan Stanley and Smith Barney as Chief Operating Officer of Morgan Stanley's U.S. Wealth Management Group.

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