Welcoming Anderson Wealth Management to Addepar. AWM was founded to provide advisory services for clients of a multi-family office in Charleston, SC. Today, they continue to expand their client base while expanding their depth of service and advice with technology like Addepar.
Addepar
Software Development
Mountain View, California 37,543 followers
Addepar is a global tech and data company that helps investment professionals provide better guidance for their clients.
About us
Addepar is a global technology and data company that helps investment professionals provide the most informed, precise guidance for their clients. Hundreds of thousands of users have entrusted Addepar to empower smarter investment decisions and better advice over the last decade. With client presence in more than 45 countries, Addepar’s platform aggregates portfolio, market and client data for over $6 trillion in assets. Addepar’s open platform integrates with more than 100 software, data and services partners to deliver a complete solution for a wide range of firms and use cases. Addepar embraces a global flexible workforce model with offices in Silicon Valley, New York City, Salt Lake City, Chicago, London, Dublin, Edinburgh and Pune.
- Website
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https://addepar.com
External link for Addepar
- Industry
- Software Development
- Company size
- 501-1,000 employees
- Headquarters
- Mountain View, California
- Type
- Privately Held
- Founded
- 2009
Locations
Employees at Addepar
Updates
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We’re proud to announce that Addepar has been named to CNBC's World’s Top Fintech Companies 2024 list. We’d like to take this moment to reaffirm our commitment to maximizing the impact of the world’s capital as we continue to empower investment professionals across the globe. https://lnkd.in/gS3UiqcW
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Please join us on July 30th at 12:00 ET for our latest partner webinar. Asset-Map is a new client engagement and financial planning partner that allows seamless integration of client holdings and portfolio data to create more meaningful conversations between advisors and their clients. Learn how to leverage Addepar’s integration with Asset-Map to enhance your client engagement and financial planning experience. Register today. https://lnkd.in/gq4F3D6E
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Addepar reposted this
"If you want to build a multi-billion dollar company, you probably shouldn't be doing something that people could have done 10 years ago" At our recent 'Software Leadership Gathering', Matthew Brockman, Managing Partner and CEO of Hg, speaks with Joe Lonsdale, General Partner of 8VC, and Eric Poirier, CEO of Addepar. Matthew asks - since software has allowed new entrants to compete with the old guard - what areas could AI open up? Listen to their thoughts in episode 36 of Orbit: https://lnkd.in/e29Ng_Pf For the latest on Hg and portfolio news, subscribe to our monthly updates: https://lnkd.in/epciZKbq
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Addepar is delighted to welcome Flourish to our partner program. Flourish helps advisors better serve clients and improve outcomes by delivering innovative, delightful, RIA-centric solutions. The new integration brings Flourish account and transaction information into advisors' existing workflows. Learn more here https://bit.ly/4aXMQeo
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We’re delighted to welcome Ultra Financial Partners to Addepar. Full-service retirement and financial planning firm UFP incorporates an endowment approach to investing in tandem with risk management and tax-efficient strategies to help clients grow, protect and transfer wealth.
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Addepar is delighted to welcome Dorsum | Investment Software to our partner program. Dorsum is a customizable digital Wealth Portal that helps advisors stay connected with their clients by providing a modernized wealth hub experience available on both mobile and web. Learn more here https://bit.ly/4czPlVF
Dorsum
integrations.addepar.com
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We are excited to unveil "Engineering Capital," Addepar’s new R&D blog dedicated to showcasing the technical prowess and innovative spirit of Addepar, launched at AddeConf24 last week! Our first posts provide a deep dive into: - The evolution of Addepar's platform - The role of AI in scaling our security efforts - Effective team structures for tech leaders - And much more! Whether you're looking to understand our data-centric transformation or curious about the engineering behind our products, "Engineering Capital" has something for you. Explore the blog and join our journey of innovation: https://addepar.com/blog
Engineering Capital
addepar.com
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We recently held #AddeConf24. Valued clients and partners joined us on stage to discuss the technology and practices empowering businesses to build, grow and scale. We heard from the Addepar teams hard at work developing the technologies transforming the industry. We came together as a community to foster innovation and share insights. Read the blog post: https://lnkd.in/gpnH9_gf
That's a wrap on AddeConf24 - Build, Grow, Scale
addepar.com
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This year’s AddeConf – Build, Grow, Scale. Our annual innovation and technology conference #AddeConf24 brought us deep into the tech with discussions, insights and experiences designed to empower businesses to build, grow and scale to the next level. We’re grateful to be able to host such a dynamic and collaborative event, engaging the community for a second year in a row to foster innovation and deliver transformative thought leadership.
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