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.