Digitizing Wealth Management with Addepar

<p><a href="https://www.linkedin.com/in/alastair-cairns/">Alastair Cairns</a>, Head of Insights and Marketplace at <a href="https://addepar.com/">Addepar</a>, based in New York, spoke to <a href="https://www.linkedin.com/in/rudolf-falat/">Rudolf Falat</a>, founder of the <a href="https://www.voiceoffintech.com/subscribe">Voice of FinTech</a> podcast, about managing wealth more efficiently.</p><p>Here is what they covered:</p><ul> <li>Alastair's journey from being Partner at <a href="https://www.mckinsey.com/">McKinsey</a>, Head of Strategy at a hedge fund Silver Point Capital, Head of Asset Management Strategy and then Co-Head of Global Products and Solutions at <a href="https://www.credit-suisse.com/ch/en.html">Credit Suisse</a> to Head of Insights and Marketplace at <a href="https://addepar.com/">Addepar</a> </li> <li>What is the problem Addepar is solving? </li> <li>Who are Addepar's key clients? Who are their end clients?</li> <li>What is Addepar's unique advantage? Why them and not someone else? Why are in-house solutions for your clients insufficient?</li> <li>What is Alastair's view on the long-term prospects of WealthTech?</li> <li>Which areas of WealthTech are the hottest right now</li> <li>Large banks are focusing on ever-larger clients, RMs are more productive, Loans/AuM are going up, and costs being slashed – but where do innovation and WealthTech fit into all of this? </li> <li>Where do you think the US leads the way in wealth management and where things could get better?</li> <li>Where is Addepar on their journey (<a href="https://www.prnewswire.com/news-releases/addepar-raises-117m-in-series-e-funding-301176167.html">Addepar raised USD 117m in November 2020</a> and <a href="https://addepar.com/blog/future-view-addepar-acquires-rci-to-help-clients-make-better-investment-decisions">acquired RCI in January 2021</a>)</li> <li>Plans for the rest of the year</li> <li>Favorite business book? <a href="https://www.amazon.com/Hard-Thing-About-Things-Building-ebook/dp/B00DQ845EA#:~:text=In%20The%20Ha