Addepar, the provider of data collection and monitoring services for the financial industry (it’s Palantir’s somewhat less ethically compromised cousin), has raised a whopping $140 million in its ...
AdvisorPeak, the independent rebalancing and trading technology firm launched three years ago, has gone from plucky startup to being acquired by a wealth management platform juggernaut. While terms of ...
Wealthtech company Addepar is spending some of the money it raised over the summer to buy AdvisorPeak, which builds trading and rebalancing software for financial advisors. Processing Content ...
Addepar, a startup which provides wealth managers with software, raised $150 million in June. The company is now planning to expand outside the US and is hiring for 100 new roles. Demand for the ...
Collaboration aligns Corient's growth goals and focus on client excellence with Addepar's robust technology, data foundation and scalable infrastructure "Through this partnership, our advisors and ...
Global technology platform Addepar has introduced three separate tools to help financial advisors efficiently manage their alternative assets. The New York-based firm has more than $7 trillion in ...
Addepar, the technology platform provider to RIAs and wealth managers, has raised $230 million in its Series G funding round, which valued the company at $3.25 billion. The round was led by ...
RBC Wealth Management has announced a deal to offer the cloud-based wealthtech platform Addepar Inc. to its more than 2,100 financial advisers — marking the largest deal to date for the portfolio ...
Wealth management tech platform Addepar notes that the broader financial industry had to deal with “extraordinary challenges.” The Fintech firm pointed out that local economies and communities have ...
GENEVA, Oct. 1, 2025 /PRNewswire/ -- Addepar, the leading technology and data platform serving investment professionals, today announced the opening of its new office in Geneva, marking its fourth ...
NEW YORK, May 20, 2025 /PRNewswire/ -- Addepar, the leading technology and data platform for wealth, investment, and asset management, today announced the acquisition of Arcus, an innovator in ...
Addepar is a fintech valued at more than $2 billion with $2.7 trillion in client assets on its platform. Photo provided by Addepar To continue reading this content ...
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