Wealthtech Addepar Appoints John Wiseman as Chief Revenue Officer

John Wiseman recently joined Addepar as Chief Revenue Officer to lead the go-to-market (GTM) teams, “inclusive of Sales, Client Management, Services, Partnerships and Multi-Product Solutions.”

The Addepar team sat down with him “to find out what drew him to Addepar and what motivates him.”

Prior to joining Addepar as CRO, Wiseman reveals:

“I held CRO positions at both FactSet and Real Capital Analytics (RCA). FactSet was a much larger, later stage organization with 1,800+ commercially focused staff and $1.9+ B in revenues, while RCA was the exact opposite. RCA was a much smaller, private company and my mission was to bring greater focus, scale and operational discipline to their GTM teams and overall strategy.”

He added:

“The ultimate objective at RCA was to accelerate the growth trajectory and find a strategic partner for its next phase of growth which we achieved with the acquisition by MSCI. I spent the first half of my career on Wall Street holding executive management positions at Instinet and Bear Stearns, with a primary focus on trading technology and GTM strategies.”

He also shared that he’s “been lucky to be a part of some great companies and teams over the course of my career.”

He added that simply being able to partner with so many different clients and individuals over the years “to create value and bring efficiency to their daily workflows.” There is tremendous satisfaction and reward “seeing the impact you can have through collaboration.”

He also shared:

“I have also been impressed by Addepar’s growth trajectory. In particular, over the last couple of years, the team nearly doubled the client base and drove revenue to new heights, proving that despite uncertain market conditions, investment professionals always need best-in-class technology and data to provide informed, precise guidance for their clients. The company did this by investing heavily in R&D and delivering client-centric solutions through the platform.”

He continued:

“Despite extreme volatility in financial markets with major indexes being down 15-20%, Addepar has experienced an impressive 83% growth rate in platform usage year over year. In 2022 alone, clients created more than 4.4M reports and 411M transactions flowed and tracked through client portfolios.”

He further noted:

“The company’s 13 year growth history is a testament to its culture, and its passionate, talented people. I am excited to be a part of the Addepar team and share its strong vision for growth around the world and mission to deliver value to our clients at scale wherever they may be.”

He also mentioned:

“Looking to 2023 and beyond, Addepar has an ambitious roadmap to continue broadening capabilities based on client feedback, and a strong vision, fortifying Addepar as the industry standard. Addepar is laser focused on the next stage of expansive global growth in its client and partner base and product offerings.”

He reveals that they now “have 850 clients and tens of thousands of advisors and investment professionals in more than 30 countries who manage and advise on over $4 trillion in assets, growing on average at a rate of more than $15 billion per week.”

They will “focus on continuing to build on these impressive numbers as they bring their cutting-edge platform to even more clients around the world.”

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