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Where wealth management is ‘woefully underserved’: Q&A with Addepar CEO Eric Poirier

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By Suleman Din

 

Q: The industry has seen some enormous change in a short amount of time, just on a competitive level. Envestnet is seemingly buying as much oxygen that it can in the market. What’s your take on this trend?

 

ERIC POIRIER: No, I have a different read.

 

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