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.
Wealth management is a relationship business built on trust. The firms best placed to succeed will use AI to strengthen the investment work upstream, while advisors stay in the loop and own the client relationship.
Firms that automate both ends risk offering a service anyone can match. Dr. Maarten Goos explains why in his latest blog.
Read the full blog →addepar.com/blog/the-last-…
When every reporting cycle means pulling data from separate systems and consolidating by hand, growth creates more manual work. Redbud Advisors uses Addepar to bring together 1,200 private investments, 350+ entities and $2.1 billion in assets under advisement into a single system — so a six-person team can focus on advising clients instead of wrangling data.
Read the full case study → bit.ly/3UcYD6l
With $10T+ in assets on our platform, Addepar has a front-row seat to the future of wealth management.
Our CRO Peter O’Brien joined global private banking leaders at the FT Global Wealth Management Summit to discuss AI, competition and the rise of the “super advisor.”
Video courtesy of FT Live
Every senior leader started out as a junior. As AI takes on more entry-level work, firms have to decide how the next generation will learn the job.
In a new blog for Addepar, Dr. Maarten Goos explores why investing in early-career talent today shapes who runs the business tomorrow.
Read the full blog → bit.ly/4erbZTv