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Addepar
#wealth-management
#b2b

Addepar revenue, growth, and valuation

Jan-Erik Asplund
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Addepar

Addepar
#wealth-management
#b2b

Addepar at $275M/year

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Compound
#wealth-management

Jordan Gonen, CEO of Compound, on software-enabled wealth management

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Compound
+2 others
#wealth-management
#personal-finance

Compound, Savvy, and the Mint for the 0.1%

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Sydecar
+3 others
#wealth-management
#private-markets-exchanges

Sydecar and the new atomic unit of the private markets

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Vanta
#soc-2
#b2b

Vanta revenue, growth, and valuation

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Clio
#b2b
#legal

Clio at $300M/year

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Hebbia
#ai
#b2b

Danny Wheller, VP of Business & Strategy at Hebbia, on vertical vs horizontal enterprise AI

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