News from addepar A wide array of domestic and global news stories; news topics include politics/government, business, technology, religion, sports/entertainment, science/nature, and health/lifestyle.

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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...

Apr 25, 2018, 08:00 ET Addepar Surpasses $1 Trillion in Assets on Its Platform

Addepar, the operating system for our financial world, today announced that it has surpassed $1 trillion in assets on its platform, up from $500...

Aug 09, 2017, 09:00 ET Addepar's Growth Accelerates, Marked by AltX Acquisition and $140 Million Funding Round in Q2

Addepar, the operating system for our financial world, today announced a strong second quarter and continued company momentum. Founded in 2009 by Joe ...

Jul 26, 2017, 10:00 ET Addepar Deepens Integration with Schwab; Joins OpenView Gateway

Addepar, the operating system for our financial world, today announced it will join Schwab OpenView Gateway™, a technology platform that enables...

Jun 08, 2017, 07:00 ET Addepar Raises $140 Million To Build First Unified Platform for the Financial World

Addepar, the operating system for our financial world, today announced it has closed a $140 million Series D funding round, co-led by Valor Equity...

May 17, 2017, 09:00 ET Addepar Acquires AltX to Double Down on High-Growth Alternatives Market

Addepar, the operating system for our financial world, today announced its acquisition of AltX, an intelligence platform for the alternative...

Jan 10, 2017, 09:00 ET Morgan Stanley Partners with Addepar to Bring Innovative Platform to Private Wealth Management

Addepar, the operating system for our financial world, today announced a partnership with Morgan Stanley to deliver its industry-leading investment...

Oct 20, 2016, 09:00 ET Addepar Surpasses $500 Billion in Assets and Opens Platform API for Integrations

Addepar, the operating system for our financial world, today announced major company milestones and significant updates to its technology, notably...

Dec 15, 2015, 09:01 ET Addepar Included in Forbes Fintech 50

Addepar, the investment management technology company for the modern investor, announced its inclusion in Forbes' inaugural "Fintech 50" list, which...

Oct 13, 2015, 12:24 ET Addepar named "Top Company to Watch" in American Banker and BAI's 2015 Fintech Forward Rankings

Addepar, the investment management technology company for the modern investor, today announced its inclusion as a Top Company to Watch in this year's ...

Apr 22, 2015, 09:00 ET Addepar to Present at Two Upcoming Chicago Events

Addepar, the leading investment management technology platform for the $120 trillion investment management industry, today announced that its...

Apr 21, 2015, 09:00 ET Addepar's New Release Brings Investment Management Into the 21st Century

Addepar, the investment management technology company for the modern investor, announced a major update to its platform to power the $120 trillion...