@Addepar

Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence.

 NYC-SLC-UK-São Paulo
addepar.com
Joined June 2010
  • Tweets1.4K
  • Following246
  • Followers7.2K
631Media
Addepar retweeted
Asseta
@AssetaAIJun 8
Asseta is now listed in the @Addepar Integrations Center. Investment reporting meets the general ledger. One source of truth for family offices. integrations.addepar.com/pro…
2
3
400
We are excited to unveil our next lineup of speakers for #FIIPRIORITY Europe 2026. From #AI to #EnergySecurity, global leaders will shape the conversations driving Europe’s next chapter. 📅 June 17–19, 2026 📍 Rome Cavalieri Request an invite: bit.ly/FIIPE26
4
6
1,338
Join us for an #exclusive 'Industry Interaction & Knowledge Sharing Session' in collaboration with @Addepar , bringing together #finance professionals for an evening of meaningful conversations, industry insights, and #networking opportunities. 🔗explara.com/e/industry-inter…
1
1
372
Addepar retweeted
PWM
@FT_PWMApr 23
For the first time, we expanded the categories for suppliers serving the wealth tech community. These categories were judged by a dedicated panel of senior leaders from private banks. Here are the winners. Congratulations to all. #WealthTechAwards @Addepar, Amundi Technologies, @arta_finance, CanoeAI, Canopy Pte Ltd, Communify, d1g1t, Expersoft Systems AG, @FinMasonInc, First Rate, Inc., Flanks, Intellect Design Arena, @MasttroUS , OneVest Technologies inc., @OxfordRiskLtd, Prometeia, @Titanbay_ltd, @WeAreWealth, @Zeidler_Group
1
2
2
311
Congratulations Bob Pisani of @Addepar Addepar, winner of the TECHNOLOGY PROVIDERS: CHIEF TECHNOLOGY OFFICER OF THE YEAR category of the 2025 Wealth Management Industry Awards! #Wealthies
1
2
4
1,075
Addepar retweeted
Hg@HgCapital28 Jun 2024
"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" Matthew Brockman speaks with @JTLonsdale and Eric Poirier in episode 36 of Orbit: hgcapital.com/insights/orbit…
1
1
7
1,082
Marking a milestone, @Addepar announces it now has more than $5 trillion in assets being managed, overseen and analyzed on its platform, double what the firm’s systems tracked in early 2021. wealthmanagement.com/technol…

Addepar Hits $5T In Assets Tracked

Our technology columnist sat down with CEO Eric Poirier to discuss the news and other developments at the firm, which is still hiring.

wealthmanagement.com
1
1
642
It's official — employees LOVE working at this year's highest-rated private cloud-computing companies! And we love to see it. 💙💙💙 battery.com/blog/highest-rat…
2
7
6
26
20,248
🤞 Have you signed up for our webinar next Wednesday with @Addepar yet? Learn how the integration works. Sign up here 👉 bit.ly/3N8GZtV
1
527
📣 New Webinar Announced! Join @Addepar + @Wealthbox to learn more about the integration. Sign up here 👉 bit.ly/3N8GZtV
1
289
Find out why @InvestCloud, @SSCAdvent and @Addepar are leading the highly competitive market. @justinlmack #RIA #fintech trib.al/0yooeGt

Aite-Novarica's winners in the $1.4B market for RIA portfolio management and reporting systems

The consulting firm published a pair of reports that aim to bring understanding to the "noisy, highly regulated, random and unpredictable" vendor market.

financial-planning.com
1
1
1,198
Don't miss our webinar with @Addepar tomorrow. Blake Rose and Michael Schwoerer will demonstrate how you can create a more comprehensive picture of your clients’ financial and estate strategies with the integration of Addepar and Vanilla. Register here: justvanilla.com/webinars/sim…

Simplify estate planning by integrating Addepar with Vanilla

Watch the webinar on integrating Addepar with Vanilla — streamlining data sync and scaling estate planning workflows for wealth advisors.

justvanilla.com
1
1
461
We’re kicking off with an EDGE visionary panel! Jacob Miller from Opto Investments, Eric Poirier from Addepar, David Barnard from Luminary Platforms and Eric Amar from Focus Financial Partners share their perspectives on the future of advice and the advisor-client dynamic!
5
9
1,414
Integrating @Addepar with Vanilla makes adding robust estate strategy to your offering easier than ever. Save time onboarding new clients, ensure current balance sheets, and more. Join our webinar with Blake Rose and @M_SCHWA to learn more. ow.ly/Sjez50OrrGh
1
4
484
Join us as we explore the evolution and future of client reporting across the industry with experts from @AiteNovarica and @Addepar. Tomorrow, Monday, December 19 | 4:15 PM ET REGISTER | bit.ly/3He5OCi
Webinar WealthManagement.com Making Client Reporting the Center of Your Client Experience Monday, December 19 | 4:15 PM ET Produced by Addepar Register

ALT Webinar WealthManagement.com Making Client Reporting the Center of Your Client Experience Monday, December 19 | 4:15 PM ET Produced by Addepar Register

1
1
869
Addepar retweeted
8VC
@8vc15 Dec 2022
Today’s Emerging Builder is Lauren Pitruzzello of @Addepar, who made the leap to software engineering in 2020 after stints at the White House and Point72. Read on for Lauren’s unique journey and perspectives on defining challenges in financial services: 8vc.com/resources/8vc-emergi…
2
10
1,240
In this #WealthStack RoundUp, @ddjanowski covers the latest in #wealthtech news: @BentoEngine launches Children & Wealth program, @Holistiplan joins @LPL's Vendor Affinity Program, and @UBS collaborates with @Addepar and Mirador on new UHNW offering. wealthmanagement.com/technol…

WealthStack Roundup: News From Bento Engine, Holistiplan and Addepar

Bento addresses wealth transfer and financial literacy while Holistiplan joins LPL's Vendor Affinity Program and Addepar adds UBS as client.

wealthmanagement.com
3
3
In this #WealthStack RoundUp, @ddjanowski covers the latest in #wealthtech news: @BentoEngine launches Children & Wealth program, @Holistiplan joins @LPL's Vendor Affinity Program, and @UBS collaborates with @Addepar and Mirador on new UHNW offering. wealthmanagement.com/technol…

WealthStack Roundup: News From Bento Engine, Holistiplan and Addepar

Bento addresses wealth transfer and financial literacy while Holistiplan joins LPL's Vendor Affinity Program and Addepar adds UBS as client.

wealthmanagement.com
2
2
UBS Partners With Fintechs Addepar, Mirador bit.ly/3EzyaoW

UBS Partners With Fintechs Addepar, Mirador

The deal will give the Swiss bank’s financial advisors a deeper view into clients’ investment performance and cash flows.

barrons.com
1
5
Thank you #schwabIMPACT attendees for helping make this event a success! Thank you to our partners and @Addepar @JanusHenderson and @WisdomTreeETFs. It was a great success!
1
1
3
Load more