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Articles tagged "Jon Lonsdale"


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Eric Poirier: We are still in the very early days in terms of penetration in the RIA industry.

Power Player: Addepar's Eric Poirier drags RIAs to seek alpha in a beta world even as the advisors demand -- and get -- eMoney and FolioDynamix connections

The Silicon Valley-based CEO seeks to change how RIAs invest by what they can track with a new API and a fresh $140 million of VC money to see it out

September 26, 2017 at 7:31 PM

Eric Poirier: You don't want to be orphaned.

Addepar secures Morgan Stanley account by winning a test of wills and unleashing a small army on Manhattan

Despite initial skeptics, industry pressure pushes first wirehouse into line, but will others feel the burn?

January 18, 2017 at 9:29 PM

The author with Mark Tibergien at the Pershing Symposium this week in southern California

After her Stanford B-school classmates rip on FAs at reunion, a stung Min Zhang takes uber north to Pershing RIA event to hear out Kitces, Tibergien and Poirier on the topic

Mark Tibergien, Mike Kitces, Addepar CEO and others in San Francisco show pathway to capturing the hearts and savings of 'bankless' millennials

May 6, 2016 at 9:05 PM

Andrei Cherny: I think [UBS execs] really understand that part of the reason Aspiration has seen the type of growth we've seen is because we do things very differently.

Aspiration's jump to $11 million of AUM attracts $15.5 million of VC capital from investors who include Addepar's founder

Other head-scratchers from the LA-based robo include its sweet 1% checking account and its tithing of assets

November 30, 2015 at 11:49 PM

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