“On Wednesday we had the privilege of hosting our annual London Reception, bringing together an incredible group of valued clients, partners and team members. With data and AI technology reshaping the investment landscape, we're honoured to partner with clients and firms who are leading this transformation. Thank you to everyone who joined us; we look forward to building on our shared successes in 2025.” – Peter O'Brien, Global Head of Sales and Strategic Partnerships
Addepar
软件开发
New York，New York 42,482 位关注者
Addepar is a global tech and data company that helps investment professionals provide better guidance for their clients.
关于我们
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, Edinburgh and Pune.
- 网站
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https://addepar.com
Addepar的外部链接
- 所属行业
- 软件开发
- 规模
- 501-1,000 人
- 总部
- New York，New York
- 类型
- 私人持股
- 创立
- 2009
地点
Addepar员工
动态
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Senior Director and Head of Trading Phil Senseny speaks at Schwab IMPACT today at 9:45 am PT. Head to the Showcase Stage to learn how Addepar’s tech-forward solutions can optimize trading strategies and help you deliver more for your clients.
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AI is revolutionizing wealth advisory, but what does that entail? At the Addepar Summit, we explored AI’s rapid evolution, from adoption to security to outlook. Join the conversation — learn how to navigate the landscape in our latest blog: https://bit.ly/4euFy3F
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GM Advisory Group, now part of Wealthspire Advisors, sought Addepar for a scalable solution that could handle increasing complexity, provide a competitive edge and help deliver the white-glove service they offer clients. Read on to find out more. https://bit.ly/3CzfcjG
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Addepar is delighted to welcome Luma Financial Technologies to our partner program. Luma provides a multi-issuer/carrier platform for structured products and annuities. The integration allows users to leverage Luma structured note position attributes in the Addepar analysis and reporting platform. To learn more, visit Luma’s new integration center listing: https://bit.ly/4eoW2u8
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We recently held our inaugural Addepar Summit. Joined on stage by leading RIAs and MFOs, we tackled pressing industry topics like M&A, talent acquisition and the role of AI in advisory teams. Don’t miss the insights — read the recap here: https://bit.ly/3YHxIOh
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Don’t miss Senior Director and Head of Trading Phil Senseny at Schwab IMPACT as he delivers an insightful session on Addepar Trading’s capabilities and how top RIAs leverage Addepar’s timely insights to make smarter investment decisions — November 21 at 9:45 am PT.
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In celebration of Addepar’s 15th anniversary, CEO Eric Poirier reflects on the growth, innovation and impact that has defined our remarkable journey. 15 years in—and we’re just getting started.
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Addepar is delighted to welcome Overstone Art to our partner program. The new partnership allows users to dynamically integrate art collection valuations into the Addepar platform. Overstone’s AI, combined with insights from experienced art specialists, enables users to monitor and optimize the financial value of their art collections. To learn more, visit Overstone’s new integration center listing: https://bit.ly/3VaKvb9
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