Addepar was founded over a decade ago with the goal of creating a more transparent financial system. We believe that everyone should be able to understand the assets they own, where they’re invested and how they’re performing, at any given moment. By helping people achieve the best possible outcomes, we aim to get more assets flowing into more impactful investments and ideas, benefiting our society as a whole.
Initially established to address the complex needs of single-family offices, today we serve hundreds of clients and thousands of wealth managers — including family offices, independent advisors, private banks and broker-dealers — in more than 25 markets, around the world.
More than 45 years ago, Charles Schwab made a commitment to individual investors. Currently they custody 7.3 trillion assets, process 6.47 million daily trades within 33.8 million accounts. They offer investors a contemporary, full-service platform to build and manage investments, providing investment-related products, services, and sophisticated financial planning that combine the best of what people and technology have to offer. Their belief is the power of investing is a perspective that’s influenced the company from the beginning and creates a powerful bond.
Falcon Square Capital
Falcon Square Capital is a full-service fixed income broker dealer serving Institutional Investors, Corporations, and Municipalities. Our client-focused Capital Markets approach delivers unique insight to institutional clients investing in fixed income. The firm’s dedication to unbiased research is evidenced in our third-party research platform. Through Section 28(e) of the Securities Exchange Act of 1934, we provide institutional clients a transparent and compliant trading arrangement to gain access to the qualified third-party research of their choice. Falcon Square Capital works with asset management firms, registered investment advisors, corporations, state treasuries and municipalities, depository institutions and trust departments, hedge funds, endowments, and other fiduciaries. We are a woman-owned institution and certified member of the Women’s Business Enterprise National Council.
BNY Mellon’s Pershing and its affiliates provide advisors, broker-dealers, family offices, hedge fund and ’40 Act fund managers, registered investment advisor firms and wealth managers with a broad suite of global financial business solutions. Many of the world’s most sophisticated and successful financial services firms rely on Pershing for clearing and custody, investment and retirement solutions, technology, enterprise data management, trading services, prime brokerage and business consulting.