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., July 26, 2017 /PRNewswire/ -- Addepar, the operating system for our financial world, today announced it will join Schwab OpenView Gateway™, a technology platform that enables ...

Collaboration aligns Corient's growth goals and focus on client excellence with Addepar's robust technology, data foundation and scalable infrastructure "Through this partnership, our advisors and ...

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. ...

HSBC UK Private Banking, a subsidiary of HSBC Holdings PLC HSBC, has adopted the Addepar platform, which is particularly designed for wealth managers. This move comes after its adoption in the US ...