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Vol. II — No. 184Remarkable People · Exceptional CompaniesToday's Edition

investment-data

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Company
Addepar Built the $9 Trillion Answer to One Expensive Question: What Do We Actually Own?
Fintech · Saas · Enterprise

Addepar Built the $9 Trillion Answer to One Expensive Question: What Do We Actually Own?

Addepar turned the family office's ugliest spreadsheet problem into a global data platform. The software is powerful, costly and increasingly difficult to replace - which is precisely the point.

wealth-management · portfolio-managementRead →
Company
The $120 Billion Spreadsheet Problem Canopy Wants to Retire
Fintech · Saas · Enterprise

The $120 Billion Spreadsheet Problem Canopy Wants to Retire

The richest portfolios often run on the poorest plumbing. Canopy turns bank feeds, PDFs and private assets into one reconciled record - then gives family offices and wealth managers something rare: a number they can defend.

wealthtech · family-office-softwareRead →