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Diamond Consultants: Financial Advisor Recruiting FirmDiamond Consultants: Financial Advisor Recruiting Firm
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fintech

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

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

Louis Diamond Quoted – By Oisin Breen, RIABiz – 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 launches alts marketplace

Addepar launches alts marketplace

Louis Diamond Quoted – By Ian Wenik, Citywire – The performance reporting software firm is offering its users access to private equity and hedge funds, along with pre-IPO shares in private companies.

Technology’s Role in Building a Firm for Maximum Value

Technology’s Role in Building a Firm for Maximum Value

In part 2 of 2, Eric Poirier, CEO of Addepar, explores the ongoing role technology plays in the different stages of a business, as well as a firm’s valuation, and what independent firm owners need to consider as their businesses and clients evolve.

Gaining the Technological Edge in Independence

Gaining the Technological Edge in Independence

Prospective breakaways often ask, “How can an independent firm possibly compete on a technology level with the wirehouses?” Eric Poirier, CEO of Addepar, joins the show to answer that question and explores the role of fintech in independence.

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