Digitizing Wealth Management with Addepar

 
Addepar Alastair Cairns Rudolf Falat

Alastair Cairns, Head of Insights and Marketplace at Addepar, based in New York, spoke to Rudolf Falat, founder of the Voice of FinTech podcast, about managing wealth more efficiently.

Here is what they covered:

  • Alastair's journey from being Partner at McKinsey, 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 Credit Suisse to Head of Insights and Marketplace at Addepar

  • What is the problem Addepar is solving?

  • Who are Addepar's key clients? Who are their end clients?

  • What is Addepar's unique advantage? Why them and not someone else? Why are in-house solutions for your clients insufficient?

  • What is Alastair's view on the long-term prospects of WealthTech?

  • Which areas of WealthTech are the hottest right now

  • 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?

  • Where do you think the US leads the way in wealth management and where things could get better?

  • Where is Addepar on their journey (Addepar raised USD 117m in November 2020 and acquired RCI in January 2021)

  • Plans for the rest of the year

  • Favorite business book? Hard things about hard things by Ben Horrowitz - the most popular book on this podcast!

  • Best way to reach out