Articles tagged "Eric Poirer"
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Addepar finally makes friends with Fidelity and reboots its RIA service, again -- helped by a key ex-Tamarac hire
The $1.3-trillion performance software maker hired Samuel King, former Tamarac service chief and wins -- for keeps -- big RIA users as it puts its science project reputation aside to prosper
April 24, 2019 at 7:44 PM
The wary love affair between RIAs and Addepar and where it's headed
Silicon Valley Bank launches RIA, SVB Private Bank, to join Robertson Stephens and Iconiq Capital among Bay Area RIA devotees
April 30, 2015 at 6:29 PM
Addepar lays out world-fixing vision and rolls out upgrades at swanky The Battery event in San Francisco
RIAs got the '$120-trillion' pitch straight from Joe Lonsdale and Eric Poirer, who say they are unveiling new software that will speak the same language to the Tower of Babel that is the RIA industry
April 23, 2015 at 6:41 PM
Some notes at MarketCounsel from the pad of a skeptical Peter Giza
The Wealthsite exec zeroed in on Sallie Krawcheck, and all things tech
December 15, 2014 at 5:55 PM
The MarketCounsel Summit gets the RIA business out of its shell
Sallie Krawcheck threw a cat amongst the pigeons; Tony, I-come-in-peace, Robbins, more so and Addepar's Eric Poirer emerged from his silicon cave
December 12, 2014 at 6:25 PM
Addepar has two new 'grown-up' leaders but the same mantra: double down, triple down then quadruple down on engineering
The almost unfathomable Silicon Valley investment being poured into creating wealth management software a catch-up move after decades of falling behind
