Addepar’s Post

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.

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

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

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

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.

Addepar Senior Product Manager Alts Data Management, Diana Turbayne will be speaking at BNY Mellon | Pershing INSITE® 2024 in just a few hours. Attend our session, “Optimizing Outcomes with Alternatives by Addepar” at Showcase Stage B from 1:05 PM CT.

Addepar Research partnered with Opto Investments on a more systematic way of approaching manager selection using our unique data, tools and insights. Read “The 'Algorithmic' Mindset for Selecting Best-Fit Managers in Private Markets”: https://bit.ly/3Konf3h) and “What's Your Algo for Manager Selection ... and How Good Is It?”: https://bit.ly/3KutMte) now.

Leading wealth management firm Corient announced last week that it selected Addepar to serve as its central platform for data aggregation and performance reporting. Addepar sincerely looks forward to supporting Corient’s continued growth and success with robust tech, superior data, scalable infrastructure and dedicated partnership. https://lnkd.in/gsfUMMvn