Voice of FinTech®
Trailer
Bonus
Episode 128
Season 1
Digitizing Wealth Management with Addepar
- Alastair's journey from being Partner at McKinsey, Head of Strategy at a hedge fund Silver Point Capital, Head of Asset Management Strategy and then Co-Head of Global Products and Solutions at Credit Suisse to Head of Insights and Marketplace at Addepar
- What is the problem Addepar is solving?
- Who are Addepar's key clients? Who are their end clients?
- What is Addepar's unique advantage? Why them and not someone else? Why are in-house solutions for your clients insufficient?
- What is Alastair's view on the long-term prospects of WealthTech?
- Which areas of WealthTech are the hottest right now
- Large banks are focusing on ever-larger clients, RMs are more productive, Loans/AuM are going up, and costs being slashed – but where do innovation and WealthTech fit into all of this?
- Where do you think the US leads the way in wealth management and where things could get better?
- Where is Addepar on their journey (Addepar raised USD 117m in November 2020 and acquired RCI in January 2021)
- Plans for the rest of the year
- Favorite business book? Hard things about hard things by Ben Horrowitz - the most popular book on this podcast!
- Best way to reach out