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Tuesday, June 9 • 2:00pm - 3:00pm

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Limited Capacity filling up
This session is near full capacity. A small amount of DIAMOND tickets are available if you already have a Silver, Gold or Platinum Pass. Visit our TICKETS PAGE and choose DIAMOND OVERRIDE PASS and our team will ensure that you have access to this session. 

Session Title: The Future of Investment Management

Come see how Addepar is revolutionizing the world of financial technology with a demo from our VP of Product, Joel Beal, highlighting the innovative features of our platform. Additionally, gain valuable insight into how Addepar is fundamentally impacting the future of investment management through a discussion with our CEO, Eric Poirier.

Special Message to Attendees from Host Company: There is sufficient street parking on Terra Bella for all of our NewCo visitors. The entrance is located on the Terra Bella side as well. 

Host Companies

Tuesday June 9, 2015 2:00pm - 3:00pm
Addepar 1215 Terra Bella Ave, Mountain View, CA, 94043
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  • Company Description Addepar streamlines the increasing complexities of modern investment management into one seamless platform: comprehensive data aggregation, unmatched data integrity, flexible analytics, intuitive reporting, limitless customization and interactive portals. Addepar empowers advisors to increase client satisfaction, business efficiency and business growth: Welcome to the future of investment management.

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