David Lessing's guest appearances

David Lessing

Wharton FinTech Podcast

Growth Investor with GrowthCap‘s RJ Lumba

Freedom House Church - Weekly Sermon Podcast

Sallie Krawcheck

David Klein

Andrew Yang

Rob Petrozzo

Ben Miller

Andy Rachleff

Mario Schlosser

Jason Brown

Andrew Dudum

Stanley McChrystal

Eric Johnson

Andreessen Horowitz

Michael Tannenbaum

Matt Brown

Brandon Krieg

OwlTail

Pastor David Lessing Freedom House Church - Milford OH

Pastor David Lessing Freedom House Church - Milford OH

Be A Part Of The Miracle | Pastor David Lessing

Addepar

In this episode, we chat with David Lessing, the Chief Revenue Officer of Addepar, which is the leading enterprise software company for wealth management professionals. Nearly $2 trillion in assets are currently managed on Addepar with $10 billion of assets added to the platform each week. David shares with us his background and career experience as well as his insights into Addepar’s solutions and future expansion plans.  We hope you enjoy the show. 

In this episode, we chat with David Lessing, the Chief Revenue Officer of Addepar, which is the leading enterprise software company for wealth management professionals. Nearly $2 trillion in assets are currently managed on Addepar with $10 billion of assets added to the platform each week. David shares with us his background and career experience as well as his insights into Addepar’s solutions and future expansion plans.  We hope you enjoy the show.

 WealthTech Powerhouse Addepar: CRO David Lessing On Their Platform Technology

In our latest podcast, Keane Ehsani (WG ’20) is joined by David Lessing, Chief Revenue Officer at Addepar (https://addepar.com). In this extensive interview, David explains how Addepar empowers financial advisors and investors to navigate the increasingly complex world of investment management. David also discusses how the wealth management industry has evolved with the proliferation of breakaway advisors, the regulatory hurdles that financial advisors and wealth tech platforms face, and how Addepar’s data aggregation, financial operating system, and real-time analysis help investors monitor their portfolios.Addepar works with hundreds of family offices, wealth advisors, and private banks representing more than $1 trillion of assets on their platform. Addepar gives investors and advisors a clearer financial picture at every level of their portfolios.  With real-time analysis and customizable reporting, financial advisors can visualize and communicate relevant information to their clients. David Lessing recently joined Addepar after serving as a Board member, advisor, and CEO of several financial services startups over the past four years. He has spent most of his career in senior leadership roles in the wealth management industry, serving as Chief Operating Officer for Morgan Stanley’s U.S. Field Management Group and Head of Merrill Lynch’s Global Private Client Direct Division.

In our latest podcast, Keane Ehsani (WG ’20) is joined by David Lessing, Chief Revenue Officer at Addepar (<a href="https://addepar.com" rel="nofollow" target="_blank">https://addepar.com</a>). In this extensive interview, David explains how Addepar empowers financial advisors and investors to navigate the increasingly complex world of investment management. David also discusses how the wealth management industry has evolved with the proliferation of breakaway advisors, the regulatory hurdles that financial advisors and wealth tech platforms face, and how Addepar’s data aggregation, financial operating system, and real-time analysis help investors monitor their portfolios. Addepar works with hundreds of family offices, wealth advisors, and private banks representing more than $1 trillion of assets on their platform. Addepar gives investors and advisors a clearer financial picture at every level of their portfolios. With real-time analysis and customizable reporting, financial advisors can visualize and communicate relevant information to their clients. David Lessing recently joined Addepar after serving as a Board member, advisor, and CEO of several financial services startups over the past four years. He has spent most of his career in senior leadership roles in the wealth management industry, serving as Chief Operating Officer for Morgan Stanley’s U.S. Field Management Group and Head of Merrill Lynch’s Global Private Client Direct Division.

David Lessing – Chief Revenue Officer at Addepar