RIABiz

News, Vision & Voice for the Advisory Community

RIABiz

Addepar finally makes friends with Fidelity and reboots its RIA service, again -- helped by a key ex-Tamarac hire

The $1.3-trillion performance software maker hired Samuel King, former Tamarac service chief and wins -- for keeps -- big RIA users as it puts its science project reputation aside to prosper

Author Brooke Southall April 24, 2019 at 7:44 PM
0 Comments
no description available
Jon Porter has used Addepar since 2010. Kicked out of the pilot-user nest last year, he is now a paying customer.

Technology



Related Moves

January 23, 2024 at 2:07 AM

InvestCloud CEO John Wise and management team ousted after VC investors grow impatient for long-promised deliverables that always seemed just over the rainbow

Dubbed an 'Envestnet killer,' the LA company has yet to deliver disruption from its $1 billion VC investment combined with roughly $1.5 billion of other motley gems.

April 26, 2023 at 11:25 PM

Addepar's chairman writes five-alarm warning about how US immigration red tape is putting foreign engineers through hell, creating a 'quiet crisis' for tech companies

Joe Lonsdale uses words like 'egregious' 'crapshoot' and 'rude' in Wall Street Journal article to explain how 'America and its economy are the butt of the joke.'

October 26, 2022 at 1:12 AM

Joe Lonsdale is prepping Lonsdale Investment Technologies for launch 13 years after founding Addepar -- with the new business model too cannibalistic for comfort, some say

The Austin, Texas, serial entrepreneur is still executive chair of, and a big stakeholder in, Addepar but may need a fresh start to manifest his hyped vision of creating high bandwidth financial flow between retail investors and vast private markets.

February 23, 2022 at 12:09 AM

See more related moves

Mentioned in this article:

Addepar
Portfolio Management System
Top Executive: Eric Poirier



RIABiz Directory

The Industry Sourcebook for RIAs

   |    LISTING


RIABiz Directory sponsored by:

Directory Sponsor Logo

White Paper Postings


Common Tags


Recent Articles


Popular Writers


RIABiz logo

RIABiz

About Us

Directory

Archives

Connect

RIABiz, Mill Valley, California
Copyright © 2009-2024 RIABiz Inc. All rights reserved.