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Wealthtech Addepar Explains Why Upgrading Legacy Systems Can Give Firms a Strategic Edge

Addepar notes that in wealth management, where client expectations are more demanding, saving time has understandably become a priority. read more

RIA Breakaway WayCrest: Building a Tech Stack from Scratch

Jay Hack and his co-partners left Raymond James with the chance to select from a “buffet” of options for their wealthstack. read more

Addepar opens its wallet to buy trading and rebalancing wealthtech AdvisorPeak

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, ... read more

Corient Selects Addepar in Transformative Partnership

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 ... read more

Addepar Introduces Tools To Help Advisors Manage Alternatives

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 ... read more

Addepar Launches Investor Sentiment Index

Wealth management and data aggregation platform provider Addepar today announced the launch of its Investor Sentiment Index. Addepar CEO Eric Poirier said this was the first of what he expected to be ... read more

Wealthtech Addepar Introduces New Tools, Data and Access to Insights as Financial Market Shifts Continue

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 ... read more

Addepar latest funding propels its $2.17 billion valuation

Addepar, a cloud-based software used by wirehouses like Morgan Stanley and registered investment advisers to track and analyze portfolios, announced Tuesday a new funding round that has propelled its ... 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 ... read more

‘Charles Schwab for private markets’ Arch raises $52 million led by Oak HC/FT

But markets are shifting, with massive companies such as SpaceX staying private longer, and alternative asset vehicles like private credit growing in popularity. The New York-based fintech startup ... read more

Data-driven wealth fintech Addepar is looking to fill 100 open jobs after nabbing $150 million from hedge fund D1

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 ... read more

Addepar scores $140 mln Series D

MOUNTAIN VIEW, Calif. June 8, 2017 — Addepar, the operating system for the financial world, today announced it has closed a $140 million Series D funding round, co-led by Valor Equity Partners, Harry ... read more