Eric Poirier, CEO of Addepar, discusses managing $6 trillion in assets, leveraging data insights for investment optimization, predicting future trends, transitioning from Palantir, and emphasizing team culture for portfolio management success.

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.