Day: June 25, 2019

Three Bell Capital One of the First to Recognize the Power of Addepar—Again.

RIABiz reports that Three Bell and Iconiq were some of the first to recognize Addepar as immediately valuable (once again) to alternative investment tracking. Of course, as the platform’s #2 customer (behind founder Joe Lonsdale), not really news for us., a leading online journal covering the financial advice business, recently profiled the rebuilt relationship […]

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