Top Bay Area startups. Most active pharma investors. VR simulation engines.
Why do you act like this?
Consultants ruin everything…read on
But first, many of you have financial years that end June 30th.
If you have budget and want to engage our analysts for some custom research on emerging tech trends, competitive strategy, innovation scouting, etc., here are some examples of client work we’ve done within financial services, CPG, auto, and tech.
Addepar, software for people who manage the money of billionaires and backed by the co-founder of Palantir raised $140M in financing earlier this week. Techcrunch described Addepar as a “tool that gives portfolio managers for the world’s super rich a way to see exactly what those super rich own.”
In other words, the company is trying to help wealth managers gather insights into the assets that mega-millionaires and mega-billionaires own.
The company has more than doubled AUM to $650B in the last year, so something is def going right.
I’m excited that Eric Poirier, CEO of Addepar, will be joining us at The Future of Fintech to talk about the changes they see coming to the wealth management space.