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Addepar, a global technology and data company that helps investment professionals provide the most informed, precise guidance for their clients,...
Addepar, a leading software and data platform purpose-built for investments, today announced that Eric Daniels has joined the company as Chief...
Addepar, a leading wealth management technology platform purpose built for investments, today announced that it has acquired AdvisorPeak. As a...
A Addepar, plataforma de tecnologia líder para gestão de patrimônio, anunciou hoje que levantou US$ 150 milhões da D1 Capital Partners em uma...
Addepar, a leading technology platform for wealth management, today announced it has raised $150 million from D1 Capital Partners at a pre-money...
Addepar, a leading technology platform for wealth management, today announced that assets on the platform have increased to more than $2.5 trillion,...
Addepar, a technology platform for wealth management, announced it has closed a $117 million Series E funding round, led by WestCap Group ("WestCap")....
Addepar, a technology platform for wealth management, today introduced the Addepar Investor Sentiment IndexSM. An index of high- and...
Addepar, a technology platform for wealth management, today announced it was named a leader in the 2020 Aite Matrix for RIA Portfolio Management and...
Addepar, a leading technology platform for wealth management, today announced that Ruchir Swarup has joined the company as Chief Technology Officer....
Addepar, a leading technology platform for wealth management, today announced the launch of Marketplace. This new application within the Addepar...
Addepar, a leading technology platform for wealth management, today announced Addepar Assurance, a program designed to make it easier for new clients ...
Addepar, a leading technology platform for wealth management, announced an investment of $40 million by WestCap Group ("WestCap"). The investment was ...
Addepar, Inc., a leading technology platform for wealth management, announced a number of releases aimed at helping RIAs that serve a variety of...
Addepar, a leading technology platform for wealth management, announced key growth milestones. Assets on Addepar's platform have surpassed $1.7...
Addepar, a leading technology platform for wealth management, today announced it has hired Don Nilsson as Chief Product Officer. In his new role,...
Addepar, a leading technology platform for wealth management, today announced integrations with three key financial planning software providers....
Addepar, a leading technology platform for wealth management, today announced it has entered into a reseller partnership with Mirador, LLC, a...
Addepar, a leading technology platform for wealth management, today announced the launch of its mobile app for iPhone, giving financial advisors and...
Addepar, a leading technology platform for wealth management, today introduced an enhanced set of services that provide the company's clients...
Addepar, the operating system for our financial world, today announced that it has surpassed $1 trillion in assets on its platform, up from $500...
Addepar, the operating system for our financial world, today announced a strong second quarter and continued company momentum. Founded in 2009 by Joe ...
Addepar, the operating system for our financial world, today announced it will join Schwab OpenView Gateway™, a technology platform that enables...
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...
Addepar, the operating system for our financial world, today announced its acquisition of AltX, an intelligence platform for the alternative...
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