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May 11, 2023, 11:00 ET Addepar Earns "Best in Class" in the 2023 Aite Matrix: RIA Portfolio Management and Reporting Systems

Addepar, a global technology and data company that helps investment professionals provide the most informed, precise guidance for their clients,...

Mar 04, 2022, 11:00 ET Addepar Appoints Chief Financial Officer Following Record Year of Growth

Addepar, a leading software and data platform purpose-built for investments, today announced that Eric Daniels has joined the company as Chief...

Oct 22, 2021, 11:16 ET Addepar acquires AdvisorPeak to streamline portfolio rebalancing and trading for wealth managers

Addepar, a leading wealth management technology platform purpose built for investments, today announced that it has acquired AdvisorPeak. As a...

Jun 16, 2021, 22:44 ET Addepar anuncia investimento de US$ 150 milhões da D1 Capital Partners, com avaliação superando US$ 2 bilhões

Jun 15, 2021, 08:04 ET Addepar Announces $150M Investment by D1 Capital Partners, Exceeding $2B Valuation

Addepar, a leading technology platform for wealth management, today announced it has raised $150 million from D1 Capital Partners at a pre-money...

Apr 08, 2021, 11:00 ET Addepar Exceeds $2.5 Trillion in Assets on its Platform, Fueled by Record Client Growth

Addepar, a leading technology platform for wealth management, today announced that assets on the platform have increased to more than $2.5 trillion,...

Nov 18, 2020, 11:00 ET Addepar Raises $117M in Series E Funding

Addepar, a technology platform for wealth management, announced it has closed a $117 million Series E funding round, led by WestCap Group ("WestCap")....

Sep 24, 2020, 11:15 ET Addepar Introduces Investor Sentiment Index

Addepar, a technology platform for wealth management, today introduced the Addepar Investor Sentiment IndexSM. An index of high- and...

Aug 04, 2020, 10:00 ET Addepar Named the Leading Multi-Segment Provider in Portfolio Management and Reporting by Aite Group

Addepar, a technology platform for wealth management, today announced it was named a leader in the 2020 Aite Matrix for RIA Portfolio Management and...

Jun 17, 2020, 10:39 ET Addepar Appoints Ruchir Swarup as Chief Technology Officer

Addepar, a leading technology platform for wealth management, today announced that Ruchir Swarup has joined the company as Chief Technology Officer....

May 04, 2020, 11:18 ET Addepar Announces Alternatives Marketplace

Addepar, a leading technology platform for wealth management, today announced the launch of Marketplace. This new application within the Addepar...

Apr 09, 2020, 11:00 ET Addepar Introduces Pricing Assurance Program to Support RIAs

Addepar, a leading technology platform for wealth management, today announced Addepar Assurance, a program designed to make it easier for new clients ...

Mar 19, 2020, 12:00 ET Addepar Announces $40 Million in New Financing

Addepar, a leading technology platform for wealth management, announced an investment of $40 million by WestCap Group ("WestCap"). The investment was ...

Feb 19, 2020, 10:00 ET Addepar Broadens Reach with Expanded Offerings for RIAs

Addepar, Inc., a leading technology platform for wealth management, announced a number of releases aimed at helping RIAs that serve a variety of...

Nov 21, 2019, 09:30 ET Addepar Surpasses $1.7 Trillion in Assets on its Platform

Addepar, a leading technology platform for wealth management, announced key growth milestones. Assets on Addepar's platform have surpassed $1.7...

Oct 08, 2019, 10:00 ET Addepar Announces Don Nilsson as Chief Product Officer

Addepar, a leading technology platform for wealth management, today announced it has hired Don Nilsson as Chief Product Officer. In his new role,...

Jul 30, 2019, 10:00 ET Addepar Streamlines Financial Planning For RIAs With Three Key Integrations

Addepar, a leading technology platform for wealth management, today announced integrations with three key financial planning software providers....

Jun 20, 2019, 11:00 ET Addepar Partners with Mirador to Bring Best-in-Class Reporting to More RIAs

Addepar, a leading technology platform for wealth management, today announced it has entered into a reseller partnership with Mirador, LLC, a...

Jun 12, 2019, 10:00 ET Addepar Launches Mobile App To Enhance The Digital Wealth Management Experience

Addepar, a leading technology platform for wealth management, today announced the launch of its mobile app for iPhone, giving financial advisors and...

Mar 27, 2019, 10:00 ET Addepar Doubles Down on Service Offering and Expands Senior Services Leadership to Enable Diversifying Client Base

Addepar, a leading technology platform for wealth management, today introduced an enhanced set of services that provide the company's clients...