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Addepar

In PWD coverage since September 4, 2026 · 9 stories
PWD coverage
Moves

Callan Family Office hires a data chief to own the client record

A director-level hire for the reporting stack is the cheapest switching cost a family office can buy — and the half of the platform war a software hire cannot win.
practice · Sep 21Schwab's Q4 connector is where Claude's advisor pitch gets tested
RIA · Sep 21Schwab's Claude deal sells data terms, not a better model
practice · Sep 17Claude for advisors hits the workflow wall
The Close · Sep 15Anthropic rents the advisor's last mile, and rents get repriced
RIA · Sep 14Anthropic bought distribution for Claude, one connector at a time
practice · Sep 14Anthropic's advisor suite hands the AI edge to firms with clean permissions
RIA · Sep 14Anthropic's RIA play runs through seven integration partners
practice · Sep 4Envestnet's $35M Tamarac surge is a retention play
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