About the event

We’re looking forward to seeing you at our next Addepar Community Meetup.

This fast-paced event is your opportunity to hear from Addepar experts, have your questions answered, share your personal experiences using the Addepar platform, track industry trends and more.

At our upcoming meetup in Miami, we’re diving into how we can enhance your experience. We’ll share the latest updates on our portal and walk you through the improvements we’re making to our reporting workflows. Your feedback is crucial as we aim to build the most seamless and efficient experience possible—so we’re excited to hear your thoughts and ideas.

A cocktail reception will follow where you can continue your conversations while networking with other Addepar users — exchanging ideas for how to get even more out of our platform.

Space is limited so please register today.

RSVP for Event

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MEETING DETAIL 3

4:00 PM — 6:00 PM PT
7:00 PM — 9:00 PM ET

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MEETING DETAIL 4

4:00 PM — 6:00 PM PT
7:00 PM — 9:00 PM ET

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MEETING DETAIL 5

4:00 PM — 6:00 PM PT
7:00 PM — 9:00 PM ET

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MEETING DETAIL 6

4:00 PM — 6:00 PM PT
7:00 PM — 9:00 PM ET

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Event Agenda

Tuesday, April 29, 2025

3:00 PM ET

Welcome

3:15 PM ET

Building with Addepar: What we’re building and live feedback

4:00 PM ET

Roundtable Discussion

4:40 PM ET

Partner spotlight and closing comments

4:50 PM ET

Happy hour and community networking

6:00 PM ET

Event ends

(3) Showcase - #showcase-section

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WEDNESDAY, NOVEMBER 2ND

9:45 am

Speaker: Don Nilsson, Chief Product Officer, Addepar

Helping your firm grow with Addepar: Unlocking the Power and Possibility of More Informed, Data-driven Investing and Advice

Addepar’s culture of constant innovation is key to keeping its leading portfolio aggregation, analytics and reporting platform on the cutting edge of game-changing technologies in fintech. Chief Product Officer Don Nilsson will discuss some of the latest updates to the Addepar platform, including Trading and Rebalancing, Integration Center and the next evolution of the client experience, and explain how these tools enable financial professionals to spend more time delivering value to their clients.

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WEDNESDAY, NOVEMBER 2ND

11:45 am

Speaker: Don Nilsson, Chief Product Officer, Addepar

Helping your firm grow with Addepar: Unlocking the Power and Possibility of More Informed, Data-driven Investing and Advice

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WEDNESDAY, NOVEMBER 2ND

12:45 pm

Speaker: Don Nilsson, Chief Product Officer, Addepar

Helping your firm grow with Addepar: Unlocking the Power and Possibility of More Informed, Data-driven Investing and Advice

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Speakers

Sara Maples Headshot

Sara Maples

ADDEPAR
MANAGER, PRODUCT MANAGEMENT

Colleen Rico Headshot

Colleen Rico

ADDEPAR
MANAGER, PRODUCT MANAGEMENT

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Xaviera Medero

ADDEPAR
HEAD OF ENTERPRISE / INSTITUTIONAL, CSM

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(25) Member Section - #member-section

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Video 2 Column Section 1 - #video2col-section

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