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 $1 trillion of assets on their platform. Addepar gives investors and advisors a clearer financial picture at every level of their portfolios. With real-time analysis and customizable reporting, financial advisors can visualize and communicate relevant information to their clients.
David Lessing recently joined Addepar after serving as a Board member, advisor, and CEO of several financial services startups over the past four years. He has spent most of his career in senior leadership roles in the wealth management industry, serving as Chief Operating Officer for Morgan Stanley’s U.S. Field Management Group and Head of Merrill Lynch’s Global Private Client Direct Division.
