Addepar Login

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Feb 27, 22 (Updated: Jul 23, 22)

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1. Addepar.com
Critic Göttingen, Germany 2 years ago

Addepar is a wealth management platform specializing in data aggregation, ... so you can connect Addepar to the tools you use to run your business.

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Page Status Information

Checked At HTTP Status Code Connect Time (ms) Result
2024-03-26 12:09:31 200 21 Page Active
2024-03-25 19:51:34 200 78 Page Active
2024-03-13 22:08:37 200 78 Page Active
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2. Schwab.com
Teacher 2 years ago

Addepar - Advisor Services - Charles Schwab

https://advisorservices.schwab.com/provider-solutions/Addepar

Are you a client? Log in using your Schwab Advisor Center credentials to find contact information for your Service and Sales Professionals. ... Going Independent?

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3. Tiedemannadvisors.com
Outspoken Bristol, United Kingdom 2 years ago

Client Login | Tiedemann Advisors

https://tiedemannadvisors.com/client-login

Account Information. Addepar · Tax Documents, Notifications & Statements. Strata. Get the latest news and insights from Tiedemann Advisors.

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4. Elementpointe.com
Outspoken West Jordan, UT, United States 2 years ago

Addepar - Element Pointe Advisors

https://elementpointe.com/partnerships/addepar/

Client Login. Addepar - https://elementpointe.com/partnerships/addepar/. Addepar. Get in touch. If you would like to learn more about our firm, please enter ...

2
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5. Johnsoninv.com
Outspoken Bengazi, Libya 2 years ago

Client Login | Johnson Investment Counsel

https://www.johnsoninv.com/login

Access your Investment Account. Log in to Addepar. Access your Johnson Charitable Gift Fund Account. Log in to Donor View ...

4
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6. Northwestfinancial.net
Explainer 2 years ago

Addepar — NorthWest Financial Services

https://www.northwestfinancial.net/addepar

Q&A Reduced.jpg. Addepar. Login to Addepar: https://northwestfinancial.addepar.com. Login instructional video: NorthWestFinancial ...

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7. Resonantcapital.com
Editor San Francisco, CA 2 years ago

Client Login - Resonant Capital Advisors

https://www.resonantcapital.com/clients

Connect. LinkedIn. Important Consumer Disclosure. Resonant Capital Advisors, LLC (“RCA”) is an SEC registered investment adviser with its principal place of ...

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8. Rmbcapital.com
Editor 2 years ago

Login | RMB Capital

https://rmbcapital.com/log-in

New User? Apply for a Log In. If you have questions related to your Black Diamond log in, please contact your RMB WM advisor. Addepar ...

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9. Rossmore.com
Scholar 2 years ago

Rossmore Private Capital, LLC is not responsible for any use of, or reliance on, any third party site or any information contained therein. Rossmore | Addepar.

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10. Omniawealth.com
Populist Eastern Europe 1 year ago

Private Client Login | Omnia Family Wealth

https://omniawealth.com/private-client-login/

Client Login. For your convenience, the following links will provide direct access to your account and portfolio information. Please call our office if you ...

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11. Miradorllc.com
Disciplined Genoa, Italy 1 year ago

Our Vision. Thought Leadership · Values · Team · Board of Advisors. Connect. Career Opportunities · Contact · Client Login ...

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12. Corbenicpartners.com
Refiner 1 year ago

Client Login - Corbenic Partners

https://www.corbenicpartners.com/client-login/

Client Login page for Corbenic clients. From here you can login to the Addepar Portal for an overview of your portfolio.

6
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13. Cardinalpointwealth.com
Critic 1 year ago

Client Login | Cardinal Point Wealth Management

https://cardinalpointwealth.com/client-login/

To access your personal account information, please login Client Account Access Custodial login Charles Schwab NBIN Fidelity U.S. Fidelity Canada National ...

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14. Stratifi.com
Scholar Bombay, Maharashtra, India 1 year ago

Stratifi & Addepar Integration

https://www.stratifi.com/lessons/stratifi-addepar-integration

To set up an integration with Addepar log into your Stratifi account and go to Settings > Integrations > click on the Connect button in the Addepar tile.

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15. Ripplematch.com
Disciplined India 1 year ago

Working at Addepar | RippleMatch

https://ripplematch.com/company/addepar

Addepar is a FinTech company building a modern financial data aggregation & analytics ... would I be able to connect well with my coworkers and managers, ...

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1
16. Rightcapital.com
Editor 1 year ago

Integration: Addepar - Help Center - Financial Planning Software

https://help.rightcapital.com/article/integration-addepar

Navigate to Advisor Portal > Integrations > Addepar. 2. Click Connect. 3. Enter your login credentials to Addepar and voila! You're integrated!

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17. Cgwealth.com
Reviewer Amsterdam, Netherlands 1 year ago

Chamberlain Group: Home

http://www.cgwealth.com/

ADDEPAR Login LoginLink opens in a new window. VALUE FOR GENERATIONS. To be effective advisors, it's more valuable to ask all the right questions than to ...

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18. Crunchbase.com
Teacher Redmond, WA 1 year ago

Addepar - Crunchbase Company Profile & Funding

https://www.crunchbase.com/organization/addepar

Addepar is a wealth management platform that provides tools for data ... View contacts for Addepar to access new leads and connect with decision-makers.

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19. Thewealthmosaic.com
Legendary Leipzig, Germany 1 year ago

Addepar - The Wealth Mosaic

https://www.thewealthmosaic.com/vendors/addepar/

Connect with Addepar ... Addepar is a wealth management platform that specializes in data aggregation, analytics and reporting for even the most complex ...

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20. Ceritypartners.com
Organizer Dallas, TX, USA 1 year ago

... Outsourced Chief Investment Office. Login. Client Login ... Login. Addepar · Secure Email · Citrix Sharefile · Moneyguide Pro · eMoney · Black Diamond.

2
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21. Three-bell.com
Editor Québec, Canada 1 year ago

Services. Private Wealth Management · Retirement Services · News · Three Bell Capital Soundbytes · Blog · Team · Our Team · Careers · Contact Us; Login.

3
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22. Andsimple.co
Curious New York, NY, United States 1 year ago

Addepar - Family Office Managemet Software | Simple

https://andsimple.co/companies/addepar/

"We connect data, technology and people together to optimize capital allocation. Our technology creates transparency to complex financial information enabling ...

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Frequently Asked Questions

What is Addepar used for?

Addepar consolidates and unifies all your data so you can easily analyze any portfolio, provide clients with a more complete and meaningful financial picture and offer the best possible advice.

Where is Addepar based?

303 Bryant Street, Mountain View, California

How much is Addepar worth?

The pandemic led to heightened demand for wealth management technology, and Addepar is among the companies that have benefited.

How does Addepar make money?

Addepar has one revenue stream: the fee it charges for analysis services on its platform. The fee is based on how much data is being reviewed in a given period; it typically starts at $50,000 but can rise as high as $1 million, depending on the investment and money variables involved.

Recent Tweets By addepar

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@Addepar “I believe the most successful engineers are the ones always looking to solve complex problems that matter and are approaching them with an open mind.” Our CTO Ruchir Swarup is featured in @idgconnect discussing emerging #technology & his role at Addepar: https://t.co/ndgrtUNog8
2023-01-19 06:32:05
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@Addepar We’re excited to share that Addepar has been named as a Best Midsize Place to Work (Chicago, New York City, San Francisco) and Best Place to Work (Chicago) by @BuiltIn. Learn more about Addepar and see the full list here: https://t.co/K4p9QfuZ38 #2023BuiltinBest https://t.co/3GjbjGnEoR
2023-01-18 12:38:13
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@Addepar We’re pleased to announce that Addepar is working with @ArtoriusWealth, a leader in the U.K. investment management industry, as part of our shared commitment to achieving exceptional client outcomes through technology. https://t.co/rP1LkL2DOh
2023-01-18 04:04:01
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@Addepar There can be challenges in adopting new #technologies. Our researchers looked at 10+ years of #data and found four key attributes that minimize disruption and find success. See our framework to plan your tech adoption: https://t.co/10rzMIaf7C https://t.co/3xsjnsNTh1
2023-01-12 06:34:06
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@Addepar Research head Ashby Monk and CEO Eric Poirier discuss the importance of technology in #portfoliomanagement. The best platforms are able to normalize #data, reveal portfolio construction and generate insights quickly. Read more: https://t.co/eh7dMitbgm
2023-01-10 07:45:03
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@Addepar This month we’re introducing a new way to highlight key performance metrics within the Client Portal overview page on Portal web and new individual table and chart filters in Analysis views. Learn more about new #product updates and Addepar: https://t.co/KJhJnDC3a7 https://t.co/p5j1CSAkkQ
2022-12-21 10:30:01
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@Addepar Lauren Hartsfield had a background in politics, but completed the @ghc program before joining Addepar’s product engineering team. She now works on user experience for the Addepar platform. Learn more about Lauren’s work with us: https://t.co/MjArYUNYeC @8vc
2022-12-19 00:00:00
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@Addepar Investment advisors are using reporting as a way to strengthen client relationships through seamless data aggregation and customization possibilities. Join us @AiteNovarica @wealth_mgmt to discuss the evolution and future of client reporting. Register now: https://t.co/LXpmfW13Dw https://t.co/DMJx2A1WnK
2022-12-12 00:00:00
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@Addepar Principal software engineer Michael Greenbaum joined Addepar 11 years ago. Why the commitment? The chance to solve dynamic problems in a fast growing company. “I’ve been lucky enough to work on some of our most challenging technical problems.” Read more: https://t.co/FNQxJqK1dp https://t.co/LRv0hXsmvV
2022-12-10 00:00:00
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@Addepar Learn how the Addepar and Pontera partnership enables advisors to scale held-away account management for 401(k)s, 403(b)s and build integrated performance and asset allocation reports. Register now: https://t.co/NIIp5MJY7l https://t.co/IGN33lvIPQ
2022-12-09 00:00:00
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@Addepar Join our CEO Eric Poirier as he discusses how to remain resilient in times of market volatility with Geller Advisors' Chief Investment Officer Robert Wedeking and Chief Client Officer Scott Bush. Register here: https://t.co/KWeZIU28SY #GellerAdvisors https://t.co/lo3PWwzxgJ
2022-12-01 00:00:00
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@Addepar Our latest Investor Sentiment Index reading was bearish at -3.6, as investors rotated into healthcare and technology and out of financial services. Learn more about our real-time investor insights here: https://t.co/Cw0C44KGyR https://t.co/U8GG80wmZn
2022-11-23 00:00:00
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@Addepar Congratulations to Jim Martin and the team behind @NordwandCapital on launching on the @DynastyFP network! Addepar is pleased to provide performance reporting to support their needs. Learn more: https://t.co/WaQtBm9gva
2022-11-18 00:00:00
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@Addepar Join our CEO Eric Poirier as he discusses how to remain resilient in times of market volatility with Geller Advisors' Chief Investment Officer Robert Wedeking and Chief Client Officer Scott Bush. Register here: https://t.co/LrY8Hivoac #GellerAdvisors https://t.co/iaNcDHWTjX
2022-11-17 00:00:00
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@Addepar .@UBS is now bringing industry-leading data, analysis and reporting capabilities of the Addepar platform, alongside @miradorinc's financial data technology expertise, to its clients and financial advisors in the U.S. Read more here: https://t.co/H7mexRJfxr https://t.co/1A1hjY7qIR
2022-11-16 00:00:00
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@Addepar Addepar & @FabricRisk’s technology integration enables @Cresset_Capital to view client holdings at a micro level, assess risk exposures in complex portfolios and tailor those portfolios to specific client goals. Join our discussion about this partnership: https://t.co/chjpXl4iSs https://t.co/4qRn12bTRS
2022-11-11 00:00:00
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@Addepar We are delighted to share the opening of our London office. “We’re excited to see this addition to our footprint as we grow and scale around the globe,” said CEO Eric Poirier. Learn more about our London office: https://t.co/47T4gC3sRU
2022-11-09 00:00:00
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@Addepar Are you a #computerscience or engineering student? Addepar is looking for interns for next summer. Join our engineering & #product teams as they host a conversation to discuss their work and what sets our teams apart. Register: https://t.co/X42EGUioQv #recruiting #internships https://t.co/BZ6ZcvP5nX
2022-11-05 00:00:00
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@Addepar The Addepar team will be in New York City at @AiteNovarica #WAMForum in a few short weeks. Our Head of Marketplace, Alastair Cairns, will be speaking on a panel discussing alternative #investments at 1:00 PM ET. Register here: https://t.co/v2MreDXfN3 https://t.co/H2z2PMsBhY
2022-11-04 00:00:00
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@Addepar We're heading to Boston for the RIA Summit hosted by @investmentnews. Rob Sheahan, Head of RIA Client Engagement and Success, will be speaking on a panel discussing #RIA technology and essential tools. Learn more about the event: https://t.co/y8TmolgwlY #INRIASummit https://t.co/Eo8etk0kJA
2022-11-03 00:00:00
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@Addepar (1/2) Our Chief Product Officer Don Nilsson spoke yesterday at #SchwabIMPACT about about how we work with clients, especially RIAs and MFOs to ensure we're building flexible, scalable software that addresses their needs. Some exciting product updates coming soon include... https://t.co/EfFS1KZUZg
2022-11-03 00:00:00
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@Addepar “We are thrilled to partner with the forward-thinking team at HSBC to bring Addepar’s category-defining platform to their U.S. Private #Banking business,” says Eric Poirier, CEO. Read more about our partnership here: https://t.co/aRIvO80O30 https://t.co/GMQiqtzWac
2022-11-03 00:00:00
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@Addepar (2/2)... a next generation version of Addepar Trading and Rebalancing, no-code automation, an improved client portal, and much more. In case you missed the presentation, please stop by and meet the Addepar team at Booth 1411. #SchwabIMPACT
2022-11-03 00:00:00
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@Addepar We are thrilled to announce today that @HSBC U.S. Private Banking has selected Addepar as its consolidated client performance reporting platform. Read more here: https://t.co/Ulbom2FuXD
2022-10-31 00:00:00
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@Addepar Next week: Our #Miami Addepar Community meet up! Join us to connect with other Addepar platform users, discuss industry trends, hear from our #product experts as they review reporting, cash and margins, and future trends. Register now: https://t.co/IRP03nCstG #wealthmanagement https://t.co/LvO98AAFZJ
2022-10-31 00:00:00
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@Addepar Women are navigating and leading the #fintech industry in both technical and non-technical roles. Join our panel discussion to hear from our colleagues about how they lead in their fields while also advocating for themselves and other women. Register now: https://t.co/hbPFVlL6Cp https://t.co/QdcpyVUkTq
2022-10-28 00:00:00
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Overview
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23
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Updated
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Teacher
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Bristol, United Kingdom
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West Jordan, UT, United States
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Bengazi, Libya
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