Tearsheet Podcast: Exploring Financial Services Together cover image

Tearsheet Podcast: Exploring Financial Services Together

How Addepar built an ecosystem around the ultra high net worth community with CEO Eric Poirier

Aug 5, 2019
CEO Eric Poirier discusses Addepar's mission to help ultra-high net worth investors, revolutionizing portfolio management. They talk about the future of wealth management, personalized experiences, strategic technology investments, and the importance of building an ecosystem in financial services. The discussion also highlights the development of purpose-built technology for clients and the role of technology in complementing human advisors in wealth management.
22:01

Episode guests

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Quick takeaways

  • Addepar aims to enhance technology for better-informed investment choices for large portfolios.
  • Building an ecosystem to address the broader needs of the ultra high net worth community is crucial for Addepar.

Deep dives

Building Data-Driven Investment Decisions

Capitalism has room for improvement due to the lack of data-driven investment decisions. Adapar aims to enhance technology for better-informed investment choices, especially for large portfolios. By providing analytics and pricing information across diverse assets, Adapar seeks to assist investors in making confident decisions.

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