Addepar Connects Custodians
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Addepar provides a comprehensive wealth management platform that seamlessly connects with major custodians. Addepar helps financial advisors and institutions manage their clients' investments with advanced portfolio management capabilities.
Related solutions:
- Addepar for RIAs - Portfolio management software for registered investment advisors
- Company Overview - Learn more about Addepar's mission and team
- Addepar Platform - Explore the full wealth management solution
12:24 - 13:09
Full video: 54:51JL
Joe Lonsdale
Co-founded 8VC, a venture capital firm focused on building sustainable businesses. Helped launch Resilience to address vulnerabilities in medical supply chains.
Serial entrepreneur with a track record of founding and guiding companies in various sectors. Instrumental in the success of Epirus, which secured significant contracts and funding.