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Diamond Consultants: Financial Advisor Recruiting FirmDiamond Consultants: Financial Advisor Recruiting Firm
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In the News

Addepar extends business model from software maker to player in the investments business — a secretive project 10 years in the making

Posted by Louis Diamond

June 15, 2020
Louis Diamond Quoted
By Oisin Breen

Addepar just reinvented its business model. It’s betting its future on its latest creation, an alternatives assets supermarket where it takes a cut of the action.

“[This] tie[s] together viewing, evaluating, transacting in, and monitoring investments across the alternatives landscape … and in a handful of clicks, clients can progress through a singular subscription document … then [pull] all those actions back into the Addepar platform.”

Addepar’s move is more a case of evolution than simply bolting on a new product, says Louis Diamond, principal of Diamond consulting, in a May 6 LinkedIn post.

“Access to private funds may be a natural extension of Addepar’s ties to the ultra-high net worth space.”

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About Louis Diamond

President – Someone who “looks at every angle from a strategic perspective.” Sophisticated advisors and business owners alike learn quickly that they’ve found the right person in Louis when seeking counsel and clarity on growth, career management and the ever-changing industry landscape. Learn more...

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