Addepar Launches ADX: A Unified Data and AI Platform for Investment Professionals http://dlvr.it/TSQRX4

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Addepar Launches ADX: A Unified Data and AI Platform for Investment Professionals http://dlvr.it/TSQRX4
Learn about Family Office software solutions including iPaladin and Addepar
The alternative asset class needs new infrastructure — who will build it?
The alternative asset class needs new infrastructure — who will build it?
David Jegen Contributor Share on Twitter David Jegen is managing partner of F-Prime Capital’s Tech Fund. More posts by this contributor Healthcare is the next wave of data liberation The restaurant table(t) is getting crowded Abdul Abdirahman Contributor Share on Twitter Abdul Abdirahman is a senior associate at F-Prime Capital, where he focuses on early-stage investments in fintech. It…
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Addepar, a provider of wealth management software, raises $150M from D1 Capital Partners at a $2.17B valuation; source: Addepar was valued at ~$1B in November (Juliet Chung/Wall Street Journal)
Addepar, a provider of wealth management software, raises $150M from D1 Capital Partners at a $2.17B valuation; source: Addepar was valued at ~$1B in November (Juliet Chung/Wall Street Journal)
Juliet Chung / Wall Street Journal: Addepar, a provider of wealth management software, raises $150M from D1 Capital Partners at a $2.17B valuation; source: Addepar was valued at ~$1B in November — The company, which makes software to track investment performance, has raised $150 million from D1 Capital Partners Source link
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I am still thinking about this slide from the Family Governance Conference. This is from Justin Rockefeller’s (Addepar, The ImPact) presentation during the panel on technology and families. Money is easy to focus on. It is a number we can look at and measure. But it is only one tool in the belt along with Passion, Time, and Network. How often has someone inspired you? Or taken the time to be there for you? How often has someone lent you a hand when you needed it? Better yet when was the last time you were the one inspiring, guiding, or giving your attention? That’s Money Positive. Let’s take care of the money part, so you can focus on the rest.
Addepar and ZestFinance aren't just disrupting spreadsheets and calculators, they are tackling the diversity gap.