Tagged: eric poirier

November 14, 2022 @ 8:07 am By Omar Faridi  |  

After expansive growth in both client base and product offerings, Addepar is pleased to announce “the continued growth of their European presence.” The opening of their London office “follows last year’s expansion in Edinburgh.” CEO Eric Poirier said: “We’re excited to see this addition to our… Read More

March 28, 2022 @ 12:17 am By Omar Faridi  |  

RBC Wealth Management-U.S. has a network of over 2,100 financial advisors in 180+ offices “managing $542 billion in client assets.” Their vision is “to provide best-in-class technology experiences for financial advisors through integration with Addepar’s platform.” Addepar provides RBC Wealth Management advisors “with robust data… Read More

March 7, 2022 @ 8:55 pm By Omar Faridi  |  

Addepar, a software and data platform “purpose-built” for investments, recently revealed that Eric Daniels has joined the firm as Chief Financial Officer. Daniels reportedly brings over 20 years of financial and operations executive leadership experience to Addepar, “with a focus on SaaS and data information… Read More

July 30, 2021 @ 7:25 pm By Omar Faridi  |  

Addepar, a U.S.-based wealth manager with $2.5 trillion of assets on its platform, had secured $150 million in capital in June of this year. Addepar‘s management recently revealed that they’re planning to further expand business operations outside the US. The company confirmed that it’s hiring… Read More

March 23, 2020 @ 8:24 am By Omar Faridi  |  

WestCap Group, a private equity firm, has reportedly invested $40 million into Addepar, a Fintech wealth management platform. Laurence Tosi, founder and managing partner at WestCap, who has been a member of Addepar’s board of directors for the past two years, led the investment deal…. Read More

January 10, 2017 @ 11:10 am By Samantha Hurst  |  

Addepar announced on Tuesday it formed a partnership with Morgan Stanley to deliver its investment management platform to Morgan Stanley’s private wealth management teams.  Morgan Stanley private wealth management teams will reportedly use Addepar’s data aggregation, performance reporting and client portal to do sophisticated analysis and… Read More