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jennycohn.bsky.social
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W Wikipedia https://en.wikipedia.org Joe Lonsdale Joseph Lonsdale (born 1982 or 1983) is an American entrepreneur and venture capitalist. He co-founded Palantir Technologies, Addepar, and OpenGov, ... ech
June 26, 2026 at 10:40 PM
wars.aw
#Warsaw #Warszawa Addepar Expands European Presence with New Office in Warsaw https://wars.aw/5VRT
September 22, 2026 at 7:26 AM
emberfest.eu
Kevin Pfefferle (www.linkedin.com/in/kevinpfef...) from Addepar will talk about "Agent-assisted Coding with Ember at Enterprise Scale".

Addepar was one of the first big Ember apps, so we can't wait to hear how they leverage agentic coding with Ember.

Do you have a ticket already?
emberfest.eu
July 13, 2026 at 12:40 PM
fintwitter.bsky.social
CLAUDE CONNECTS WITH SCHWAB, BLACKROCK, ADDEPAR, AND ORION.
September 14, 2026 at 4:03 PM
wars.aw
#Warsaw #Warszawa Addepar opens new office in Warsaw https://wars.aw/gWqV
September 23, 2026 at 3:56 PM
reuters.com
Anthropic targets financial advisers with new Claude tool reut.rs/4h4fTSz
Anthropic targets financial advisers with new Claude tool
AI lab Anthropic on Monday launched a set of tools for financial advisers, ​connecting its Claude chatbot to investment ‌analytics and wealth-management software from firms including BlackRock , Charles Schwab and Addepar.
reut.rs
September 14, 2026 at 8:40 PM
techmeme.com
Anthropic debuts Claude for Financial Advisors, with connectors to investment analytics and wealth-management tools from BlackRock, Addepar, Schwab, and others (Harshita Mary Varghese/Reuters)

Main Link | Techmeme Permalink
September 14, 2026 at 7:26 PM
actanonverbausa.bsky.social
@jennycohn.bsky.social:

RUS Asset, current FBI Dir, Cashapp Patel *also* tied to Lonsdale/Thiel, who helped fund Kash Fdn.

Ditto, Howard Lutnick & many others. Links at end.

Links - Part 1:

1. Lonsdale/Addepar:
prnewswire.com/news-release...

2. Howard Lutnick
bloomberg.com/news/article...
September 19, 2026 at 8:12 PM
cnbc.com
How the wealthiest families invest: CNBC and Addepar launch Family Office Portfolio Tracker
How the wealthiest families invest: CNBC and Addepar launch Family Office Portfolio Tracker
Public stocks are the fastest-growing asset class for family offices, while their real estate assets are shrinking, per the CNBC Family Office Portfolio Tracker.
cnb.cx
May 21, 2026 at 1:20 PM
katieroof.bsky.social
Scoop on wealth and investment management software Addepar raising at above a $3 billion valuation. Joe Lonsdale is co-founder www.bloomberg.com/news/article...
Addepar Seeks Funding at $3.25 Billion Pre-Money Valuation
Wall Street wealth management and investment software provider Addepar Inc. is in talks to raise $250 million, according to people familiar with the matter.
www.bloomberg.com
January 7, 2025 at 5:43 PM
techmeme.com
Sources: Addepar, a provider of wealth management and investment software, is in talks to raise $250M at a pre-money valuation of $3.25B, up from ~$2B in 2021 (Bloomberg)

Main Link | Techmeme Permalink
January 7, 2025 at 10:30 PM
smartremotejobs.bsky.social
Addepar: Sr. Product Designer II

www.smartremotejobs.com/offer/addepa...
#remotejobs #workfromanywhere #remotework #design #art
Addepar: Sr. Product Designer II - Addepar | Smart Remote Jobs
Join Addepar as a Senior Product Designer II and shape the future of investment analytics with user-centered design and innovative solutions.
www.smartremotejobs.com
April 9, 2026 at 8:48 AM
cnbc.com
Public stocks are the fastest-growing asset class for family offices, while their real estate assets are shrinking, per the CNBC Family Office Portfolio Tracker.
How the wealthiest families invest: CNBC and Addepar launch Family Office Portfolio Tracker
Public stocks are the fastest-growing asset class for family offices, while their real estate assets are shrinking, per the CNBC Family Office Portfolio Tracker.
cnb.cx
May 22, 2026 at 10:00 AM
naviruminc.bsky.social
How to Unlock Seamless Integration with Salesforce & Addepar navirum.com/2024/03/12/u... #banking #FinancialServices #addepar #WealthManagement
How to Unlock Seamless Integration with Salesforce & Addepar - Navirum
In the fast-paced world of finance, integrating Addepar with Salesforce emerges as a game-changer which will deifinitely boost your business.
navirum.com
November 2, 2025 at 10:46 PM
weloveproduct.co
Addepar is looking for a Partnerships Product Manager in Remote
https://weloveproduct.co/jobs/partnerships-product-manager-addepar-waolvc

#productmanager #productjobs #jobs #jobsoffer #weloveproduct #remotejobs
Addepar is looking for a Partnerships Product Manager in Remote
View job details
weloveproduct.co
August 28, 2026 at 10:52 PM
koyfin.bsky.social
Read more about how to integrate Addepar to Koyfin below:

www.koyfin.com/help/addepa...
Addepar Integration
Koyfin supports direct integration with Addepar. This guide outlines how to connect your Addepar account and import client data into the Client Portfolios. Note: Portfolio management system integrations are available on the Advisor Pro plan. 1. Before you connect Addepar to KoyfinYour firm must grant you access to the Koyfin
www.koyfin.com
January 22, 2026 at 7:17 PM
jenonymous.bsky.social
Oh cool, like Addepar for the masses.
June 5, 2026 at 9:01 AM
wilddmn.bsky.social
Addepar is the flock cam of family office software
August 24, 2026 at 1:03 PM
fiormcgregor.bsky.social
There is a software that I really like for financial reporting; Addepar

A single licence is $50k annually + AUM fees. Yet their core functionality—portfolio reporting, and visualisation for clients (or at least, the part which interests me) can be replicated with open-source tools.

#philtech
November 21, 2024 at 11:33 AM
weloveproduct.co
Addepar is looking for a Product Manager - Reference Data in Edinburgh, United Kingdom
https://weloveproduct.co/jobs/product-manager-reference-data-addepar-hzzaft

#productmanager #productjobs #jobs #jobsoffer #weloveproduct
Addepar is looking for a Product Manager - Reference Data in Edinburgh, United Kingdom
You can expect a salary of £85,000 - £120,000
weloveproduct.co
June 9, 2026 at 12:52 PM
weloveproduct.co
Addepar is looking for a Sr. Product Manager - Market Data Feeds in Edinburgh, United Kingdom
https://weloveproduct.co/jobs/sr-product-manager-market-data-feeds-addepar-2fm2hw

#productmanager #productjobs #jobs #jobsoffer #weloveproduct
Addepar is looking for a Sr. Product Manager - Market Data Feeds in Edinburgh, United Kingdom
View job details
weloveproduct.co
June 9, 2026 at 12:50 PM
jobboardsearch.com
📢 Addepar is #hiring a Senior Account Executive - Key Accounts!

🌎
👵 Senior

🔗 http://jbs.ink/MSVD3g8fkOIA

#jobalert #jobsearch #remotejobs #marketing #accountexecutive
📢 Addepar is hiring a Senior Account Executive - Key Accounts!
April 22, 2026 at 4:47 PM
jacobwpeterson.com
Checked to see if my company (Addepar) was on there and pleased to say we are.
August 12, 2026 at 2:00 PM
emberfest.eu
We're proud to have Addepar on board as a sponsor.

Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence.

Check them out at addepar.com
Home
Addepar is a global data and AI company serving the financial services ecosystem. Powering more than 9T in assets across 1,400+ clients and 60+ countries.
addepar.com
September 8, 2026 at 12:43 PM