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What’s behind Addepar’s latest executive hires

Addepar added six new executive hires, reflecting the performance reporting provider’s healthy growth in recent months but also signaling its mounting challenges. The firm has seen significant develop... read more

Addepar Strengthens Leadership Bench, Hires Industry Veterans

Addepar, a leading technology platform for wealth management, today announced the appointment of several key executives, including: Stephen Snyder as Chief Financial Officer, David Lessing as Chief Re... read more

Addepar CEO says investors want better returns, fear volatility

NEW YORK (Reuters) - High net worth investors are increasingly eager to move piles of cash into higher-yielding assets, but recent volatility in stock and bond markets has made that task more complica... read more

Addepar Surpasses $1 Trillion in Assets on Its Platform

MOUNTAIN VIEW, Calif., April 25, 2018 /PRNewswire/ -- Addepar, the operating system for our financial world, today announced that it has surpassed $1 trillion in assets on its platform, up from $500 b... read more

Wealth management data startup Addepar raises $140 million

Addepar, a Silicon Valley-based startup that helps wealth management firms get a more comprehensive view of their clients’ assets, has raised $140 million in a round led by Valor Equity Partners, 8VC ... read more

Addepar raises $140 million so more of the ultra rich can know exactly what they’re doing with their money

Addepar, the provider of data collection and monitoring services for the financial industry (it’s Palantir’s somewhat less ethically compromised cousin), has raised a whopping $140 million in its late... read more

Addepar raises $140 million to help rich people manage their assets

Addepar, a company that touts itself as the “operating system for the financial world,” has raised a whopping $140 million in a series D round of funding led by Valor Equity Partners, 8VC, and QuantRe... read more

Addepar Raises $140M in Series D Funding

Addepar, a Mountain View, CA-based operating system for the financial sector, closed a $140m Series D funding. The round was co-led by Valor Equity Partners, 8VC, and QuantRes founder Harald McPike. T... read more

Building at Addepar

At Addepar, we’re solving complex problems for finance — one of the largest, most impactful industries in the world. We collectively refer to the people designing and developing the underlying platfor... read more

Fintech startup Addepar raises $140M to grow its ‘financial operating system’

Fintech startup Addepar Inc., a company that offers a “financial operating system” for investors, has raised $140 million in a late-stage funding round. Founded in 2009, Addepar offers a technology pl... read more

Addepar Surpasses $1 Trillion in Assets on Its Platform

Addepar Doubles Assets in 18 Months and Doubles Down on Expansion Plans MOUNTAIN VIEW, Calif., April 25, 2018 /PRNewswire/ -- Addepar, the operating system for our financial world, today announced tha... read more