In this podcast, David Lessing, the Chief Revenue Officer of Addepar, shares insights about the company, a top wealth management platform that oversees more than $1.7 trillion in assets. He discusses how Addepar has evolved from catering to the intricate needs of family offices to serving registered investment advisors (RIAs) and larger institutions, thanks to innovations like Addepar Go and the new Marketplace for alternative investments. Lessing emphasizes the company's strength in data aggregation, its ability to thrive during the pandemic, and its growth strategy, which prioritizes organic development and strategic partnerships over major acquisitions. He also highlights key performance indicators, such as client satisfaction and the impressive adoption rate among independent advisors who switch to Addepar from larger firms.
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