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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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Dynasty
#wealth-management

Alessandro Chesser, CEO of Dynasty, on supercharging QSBS for founders & investors

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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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Rilla
#b2b
#sales

$70M/year ride-along Gong

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Rilla
#b2b
#sales

Rilla revenue, growth, and valuation

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Clio
#b2b
#legal

Clio vs. Filevine

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