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. Addepar’s aggregation, ...

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 ...

NEW YORK (Reuters) - Morgan Stanley is rolling out a new software platform to 20 of its top financial advisory teams to help them see more of their wealthiest clients assets. The bank, which manages ...

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 ...

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 ...

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 ...

In less than two years, wealth management software company Addepar has doubled its assets on the platform, which now top $1 trillion, CEO Eric Poirier wrote on LinkedIn on Wednesday, and the company ...

In February, Addepar gained additional insight into the latest market moves in their Investor Sentiment Index and Q4 2022 Secondary Market Pricing Scorecard. Addepar also shared updates about new ...

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 ...

MOUNTAIN VIEW, Calif., Oct. 8, 2019 /PRNewswire/ -- Addepar, a leading technology platform for wealth management, today announced it has hired Don Nilsson as Chief Product Officer. In his new role, ...

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 ...

At Addepar, we invest in you. We are proud to offer a variety of benefits to further the well-being of our Addepeeps and their families. These benefits include: Mental Wellness - In addition to ...