Addepar

@Addepar

Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence.

NYC-SLC-UK-São Paulo

addepar.com

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Addepar
@Addepar
Feb 3, 2023
Celebrating our clients and partners who inspire us to elevate industry standards. Across financial institutions, our clients go above and beyond to deliver informed investment decisions and optimal outcomes for the portfolios in their care.
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Addepar
@Addepar
Sep 2
What a day at the US Open! Huge thank you to our clients and partners who joined Addepar in our suite this week for a day of great tennis, great conversation and even better company. We are grateful to F2 Strategy for sponsoring the day and making it possible. Moments like
Addepar
@Addepar
Aug 28
Meet Rhys McCaig As Principal Enterprise Architect in Addepar’s Office of the CTO, Rhys spends his time helping teams solve complex engineering problems — and making sure they have the context and tools to solve them well. In our latest edition of Meet Addepar, Rhys talks
Addepar
@Addepar
Aug 27
Q2 brought the largest increase in family office public equity allocations in several years, rising from 34% to 37%, while alternatives declined from 49% to 46%. Explore the latest @CNBC Family Office Portfolio Tracker, powered by Addepar:
cnbc.com
Family offices are making a bullish bet on the stock market, according to CNBC Family Office...
The data includes the portfolios of hundreds of family offices, representing a total of $1.4 trillion in assets.
Addepar
@Addepar
Aug 26
The latest CNBC Family Office Portfolio Tracker, powered by Addepar, reveals a notable shift toward public equities amid the AI boom. Addepar CEO Eric Poirier joined @CNBC's @robtfrank on Squawk Box to unpack the latest data. Watch:
Family offices shift to stocks: Here's what to know
From cnbc.com