4 Questions with Eric Poirier, CEO of Addepar

Eric Poirier is CEO of Addepar, a wealth management platform for investment advisors specializing in data aggregation, analytics, and portfolio reporting.

What fintech trend are you most excited about?

The category of fintechs that set a higher bar for client outcomes and prioritize that above all else are the ones who increasingly stand out relative to traditional financial services players. Fintechs who are able to actively partner with larger financial services firms who recognize the need to accelerate their pace of innovation will earn a lasting scale advantage.


What trend are you most worried about?

Self-directed investing has become pervasive, and retail investors now have access to a much wider range of investment opportunities than ever before. These trends are positive in general, but they can come at a high cost if the risks inherent in some investment categories are misunderstood or overlooked. Some reasonable safeguards include practical education and best practices to reduce the chance that history repeats itself yet again by having retail investors getting hurt.

What needs to be fixed sooner than later in fintech?

Fintech is becoming a dominant way to deliver financial services to clients. That said, the fintech “category” is vast and lumps together companies with radically different business models and solutions. Some fintechs have novel and differentiated technology foundations, while others are essentially traditional financial services companies with a thin technology veneer. As fintech continues to grow, I anticipate that subcategories will become even more well-defined.

What was your biggest professional blunder and what did you learn from it?

It’s essential to make big yet measured bets at growth-stage companies like Addepar. That said, I made multiple big bets simultaneously that ultimately overlapped and intersected in ways that I underestimated. We ultimately delivered, but at a high cost to the team. I took away a life-long lesson.

How to Establish an Efficient SDLC for a Fintech Company

About Addepar

Addepar is a wealth management platform that specializes in data aggregation, analytics and reporting for even the most complex investment portfolios. Founded in 2009 by Joe Lonsdale, who currently serves as an active Chairman of its Board of Directors and General Partner at 8VC, the company’s platform aggregates portfolio, market and client data all in one place. Visit site.


INSART is a Fintech engineering partner with outstanding knowledge and experience in developing Fintech solutions, assembling dedicated teams for Fintech projects, and managing them in a long-term perspective. We teach our developers financial concepts and foster a culture of financial literacy and well-being across the company. Our expertise saves you at least 25% time comparing to teams inexperienced in the business domain area. Contact Vasyl Soloshchuk to learn details. Visit site. INSART is a leading partner of WealthTech Club.

Originally published at Protocol

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