Addepar, in partnership with Morgan Stanley (NYSE: MS), has announced it has been honored with Morgan Stanley’s fintech award at the financial service firm’s third annual Fintech Summit in New York. The award recognizes a fintech company that has had a significant impact on Morgan Stanley’s mission to continuously innovate for its clients and business. Addepar’s CEO, Eric Poirier accepted the award from Rob Rooney, Head of Morgan Stanley Technology and Sal Cucchiara, Head of Wealth Management Technology, during the Summit’s evening reception.
“Addepar shares and exemplifies our own priorities in Wealth Management Tech at Morgan Stanley – delivering modern, intuitive technology that empowers our Financial Advisors to build client relationships and help them meet their goals.”
“In our view, Addepar is a leading technology solution when it comes to providing reporting for our clients with sophisticated financial needs,” said Sal Cucchiara, Head of Wealth Management Technology. “Addepar shares and exemplifies our own priorities in Wealth Management Tech at Morgan Stanley – delivering modern, intuitive technology that empowers our Financial Advisors to build client relationships and help them meet their goals.”
The wealth management industry has become hyper competitive, with the top firms investing strategically in their technology in order to empower Financial Advisors with the best tools, data and insights to deliver relevant results for each client in a tailored way. Addepar’s integrated platform makes it easy for Financial Advisors to see a complete view of their clients’ wealth and offers capabilities that allows them to provide more informed investment decisions.
“Morgan Stanley’s Financial Advisors are some of the most sophisticated in the business, serving some of the largest and most demanding clients. By collaborating, Addepar and Morgan Stanley are able to deliver a truly tailored experience for these clients that simply had not been possible before, and in a way that is designed to work at scale,” said Eric Poirier, Chief Executive Officer of Addepar. “We are proud of our relationship with Morgan Stanley, and we are honored to receive this award for our contributions to their mission of continuous innovation.”
Founded in 2009, Addepar now counts hundreds of firms as clients, including leading financial advisors, family offices, and large financial institutions who track more than $1 trillion on the platform.