How Addepar built an ecosystem around the ultra high net worth community with CEO Eric Poirier

Tearsheet Podcast: Exploring Financial Services Together

Welcome to the Tearsheet Podcast. I’m Zack Miller. One of the hardest things in serving the ultra high net work community is providing them with the type of analytics we’ve become accustomed to in other parts of financial services and investing. It’s been a challenge to provide investors and their investment advisors with pricing and performance information on assets that sit across multiple institutions, may of which don’t price regularly. This is the audience Addepar serves but when you listen to CEO Eric Poirier, it’s clear that his mission and his company’s is much broader in scope. On today’s show, we discuss why it was important to build an ecosystem around the ultra high net worth community and what it takes to do this successfully. Eric shares the challenges in serving this community and how Addepar has worked to overcome them. Lastly, we discuss the future of wealth management and how Eric aspires to continue to serve the underserved. Eric Poirier is my guest today on the Tearsheet Podcast. I’d like to thank our sponsor MX for supporting Tearsheet’s work. MX is the leading data platform for banks, credit unions and fintechs, enabling its clients and partners to easily collect, enhance, analyze, present and act on financial data.