Primer: Savvy (SAVVY US) - Aug 2026
Savvy is a rapidly growing, technology-driven wealth management firm targeting high-net-worth individuals (HNWIs) by equipping Registered...
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Primer: Addepar - 14 Dec 2025
Dashboard for wealth managers to analyze, report, and manage complex investment portfolios
101 Views
Primer: Velvet - 02 Jun 2025
AI copilot for private market investors to automate investment processes, harness data, and accelerate due diligence
104 Views
Addepar At $275M/year
TL;DR: Founded in 2009 by Palantir veterans Joe Lonsdale and Jason Mirra, Addepar began by building a wealth management dashboard for family office...
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Jordan Gonen, CEO Of Compound, On software-enabled Wealth Management
Sacra interview with Jordan Gonen, CEO of Compound.
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