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Podcast: Wharton FinTech Podcast
Episode: David Lessing – Chief Revenue Officer at Addepar
Description: In our latest podcast, Keane Ehsani (WG ’20) is joined by David Lessing, Chief Revenue Officer at Addepar (https://addepar.com). In this extensive interview, David explains how Addepar empowers financial advisors and investors to navigate the increasingly complex world of investment management. David also discusses how the wealth management industry has evolved with the proliferation of breakaway advisors, the regulatory hurdles that financial advisors and wealth tech platforms face, and how Addepar’s data aggregation, financial operating system, and real-time analysis help investors monitor their portfolios.
Addepar works with hundreds of family offices, wealth advisors, and private banks representing more than...