Addepar
Eric Daniels has a wealth of experience in finance and accounting, holding various leadership positions in reputable companies such as Addepar, Real Capital Analytics, and automotiveMastermind Inc. Eric has managed global finance operations and directed teams of professionals, overseeing accounting operations, financial reporting, treasury management, budgeting, and tax responsibilities. Eric's background includes roles such as CFO, COO/CFO, Global Controller, and Executive Director of Finance, showcasing their expertise in financial planning, cost control, and strategic financial management. With a BBA in Accounting from Hofstra University, Eric brings a strong educational foundation to their impressive professional career.
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Addepar
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Addepar is a software and data platform that is purpose-built for professional wealth, investment and asset management firms to deliver outstanding results for their clients. More than 700 leading firms trust Addepar to unlock the power and possibility of more informed, data-driven investing and advice. With client presence in more than 25 countries, Addepar’s platform aggregates portfolio, market and client data for more than $3.5 trillion in assets.