After one year of 'eight-fold' growth, Addepar rotates Karen White out and an ex-SAP exec in
The new CMO, Barbara Holzapfel, will face the challenge of establishing a niche more specific than 'all of the above'
Related Moves
Addepar's chairman writes five-alarm warning about how US immigration red tape is putting foreign engineers through hell, creating a 'quiet crisis' for tech companies
Joe Lonsdale uses words like 'egregious' 'crapshoot' and 'rude' in Wall Street Journal article to explain how 'America and its economy are the butt of the joke.'
October 26, 2022 at 1:12 AM
Joe Lonsdale is prepping Lonsdale Investment Technologies for launch 13 years after founding Addepar -- with the new business model too cannibalistic for comfort, some say
The Austin, Texas, serial entrepreneur is still executive chair of, and a big stakeholder in, Addepar but may need a fresh start to manifest his hyped vision of creating high bandwidth financial flow between retail investors and vast private markets.
February 23, 2022 at 12:09 AM
Biz Briefs: Fidelity says humans beat robots, even for Gen Z • Joe Lonsdale's Opto starts signing RIA test-drivers • Vanguard launches oddly delayed fund • Wealthbox hires, and Dynasty buys
Fidelity wins Delta Airlines business with sweetener • Opto pairs-up with Riskalyze and Merchant • Moonfare raises $15 million • CAIS bucks real estate trend • Vanguard launches "curious[ly]" delayed fund • WealthBox, Dynasty, and others buy and hire.
March 8, 2023 at 3:28 AM
Surfing a $15-billion-a-week asset growth meteor, Addepar CEO Eric Poirier hires an owner as president to achieve 'escape velocity' and keep operations from flaming out
Addepar is fast nearing $3 trillion, it says, after a 50% RIA asset spike in 2020. Now an Addepar owner through Valor Equity Partners is stepping in to safeguard or supercharge his investment depending on the point of view.
April 9, 2021 at 11:03 PM
See more related moves
Addepar
Portfolio Management System
Top Executive: Eric Poirier
Battle Beast
She was a token female exec much like Sheryl Sandberg. Unlike Marrisa Mayer, these empty pantsuits have accomplished absolutely nothing and are merely part of the feel good lib movement to empower women. Once the figures are tabulated it’s clear the good press for having women in power is offset by the dead weight they bring to revenue. Good Riddance.
brooke southall
Battle Beast,
Thank you for your excellent demonstration of why we need more women in business. They don’t feel the need to score cheap points by playing to people’s sexual bias.
Brooke
J L. Livermore
Brooke,
WOW and I thought I was harsh!
JLL
J L. Livermore
Battle Beast:
With a comment like that perhap a more appropriate mask name would be “Battle Axe”.
Kindly,
JLL
PS. What happened to all the grumps, curmudgeons and scoundrels who used to while away their days here with purposeless banter.
