| Name | Title | Contact Details |
|---|---|---|
Keith Worfolk |
Chief Technology Officer | Profile |
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Addepar is a leading provider of technology for the wealth management industry. The company`s performance reporting and analytics platform aggregates portfolio, market, and client data all in one place. It provides asset owners and advisors a clearer financial picture at every level, allowing them to make more informed and timely investment decisions. Addepar works with leading financial advisors, family offices, and large financial institutions that manage over $1.3 trillion of assets on the company`s platform. In 2018, Addepar was named as a Forbes Fintech 50 and received Morgan Stanley`s Fintech Award for making significant impact to the firm`s mission of continuous innovation. Addepar is headquartered in Silicon Valley and has offices in New York City, Chicago, and Salt Lake City.
Monitor, plan and optimize human and digital worker capacity from a single cloud-based WFM solution whatever their location.
Lyte is a technology platform fans to safely buy, sell and exchange tickets to live events and for venues and event owners to take control of their ticketing experience.
Roostify is a web and mobile service that simplifies and accelerates the home-buying experience. We provide step-by-step guidance in the home and loan closing process and allow agents, loan officers and home buyers to share and track critical information seamlessly. Our secure interface improves client responsiveness and referrals for agents, reduces cycles for lenders, gives buyers real-time 24/7 visibility into every step of their loan applications, and prevents delays in the overall closing process. By accelerating and demystifying the home loan and closing process, and increasing the accountability of everyone involved in the process, Roostify helps agents and lenders increase deal flow and reduce risk while creating a better, faster, less stressful experience for people who are buying homes.