Addepar

Financial Services

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[overview]

Addepar is a software and data platform that is purpose-built for professional wealth, investment and asset management firms to deliver outstanding results for their clients. More than 700 leading firms trust Addepar to unlock the power and possibility of more informed, data-driven investing and advice. With client presence in more than 25 countries, Addepar’s platform aggregates portfolio, market and client data for more than $3.5 trillion in assets. Firms can also use Marketplace, a digital experience offered through Acervus Securities (member FINRA), to access and transact in a range of investment products with a focus on alternative and private market investments. 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 and Edinburgh, Scotland.

[links]

8VC Emerging Builders Spotlight: Lauren Hartsfield (Addepar)

Today we are highlighting Lauren Hartsfield from Addepar.

Interview

Jul 22, 2016

Interview: Goldman Sachs Asset Management and Joe Lonsdale

GSAM interviews Joe Lonsdale on his view on big data and examines some of the companies pushing the boundaries of the technology today.

Sep 16, 2014

Building An Engineering Culture

This paper discusses the most important challenge faced by entrepreneurs building tech companies, and offers several foundational areas of focus for leaders tackling this issue.

Oct 16, 2013

B2G: The Excitement Of An Old-Line Industry

This paper describes the market opportunity for start-ups that are bold enough to tackle business-to-government services and business models.

Jan 15, 2013

The Smart Enterprise Wave

This paper describes the urgent need and unprecedented opportunity for Smart Enterprise platforms to enable app-driven innovation and disrupt large, old-line industries. There exist a variety of network effects and winner-take-all dynamics during this one-time event in which the original, closed technology infrastructure in these industries is opened up, and upgraded to leverage big data.

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[featured articles]