Addepar marked a milestone Wednesday, announcing it now has more than $5 trillion in assets being managed, overseen and analyzed on its platform, double what the firm’s systems tracked in early 2021. ...

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 ...

Addepar, a financial operating system, today announced major company milestones and significant updates to its technology, notably the availability of the Addepar Open API. With 97% year-over-year ...

MOUNTAIN VIEW, Calif.--(BUSINESS WIRE)--Addepar, a leading financial technology platform for the $120 trillion investment management industry, announced that it has raised $50 million in its Series C ...

HSBC UK Private Banking has implemented Addepar’s software platform, specifically designed for wealth managers. According to the tech vendor, HSBC is the first major UK bank to use its platform. The ...

In December 2022, Addepar is introducing a new way “to spotlight key performance metrics in the Client Portal for web with changes to mobile slated for next month.” Addepar is also pleased “to ...