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Wealthtech Addepar to Address Wealth Transfer Trends and Demand for Tech-Driven Solutions

Addepar, a global enabler of wealth management technology, is addressing these challenges with significant updates to its platform. read more

Wealthech Addepar Announces Updates to Trading Infrastructure

Addepar, a global technology and data platform for investment professionals, has introduced significant updates to its trading infrastructure. read more

Addepar: boosting capital’s positive impact - MSN

Addepar supports hundreds of thousands of investment professionals across 1,200+ client firms operating in over 45 countries. Whether it's a family office overseeing multi-generational wealth, an ... read more

Addepar secures $230M in series G funding - Yahoo Finance

Addepar, a platform for investment professionals, has raised $230m in a Series G funding round, pushing its valuation to $3.25bn. The investment round was co-led by London-based Vitruvian Partners ... read more

Wealth management platform Addepar valued at $3.25 bln in new funding round

Wealth management platform provider Addepar has hit a valuation of $3.25 billion in a fresh $230 million funding round, as it benefits from a race by financial advisors to arm wealthy clients with ... 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 Raises $230 Million at $3.25 Billion Valuation in Series G Investment Round - Yahoo Finance

Addepar, a leading global technology and data platform that investment professionals rely on to make the most informed, data-driven investment decisions, announced today the closing of its $230 ... read more

Addepar Tops $5 Trillion in Platform Assets. CEO Sees Runway for Further Growth. - Barron's

Addepar, a technology firm which serves wealth and asset management companies, announced Wednesday that it had surpassed $5 trillion of client assets on its platform, a milestone in growth. read more

Addepar secures $230M in series G funding - MSN

Addepar, a platform for investment professionals, has raised $230m in a Series G funding round, pushing its valuation to $3.25bn. The investment round was co-led by London-based Vitruvian Partners ... read more

Addepar Raises $230 Million at $3.25 Billion Valuation in Series G Investment Round

Vitruvian Partners and WestCap Co-Lead Round with Support from 8VC, Valor Equity Partners and EDBI "This investment round reflects the deep trust our investors have in our mission, and the ... read more

Addepar Raises $230 Million at $3.25 Billion Valuation in Series G Investment Round

Vitruvian Partners and WestCap Co-Lead Round with Support from 8VC, Valor Equity Partners and EDBI ... read more

Addepar Raises $230 Million at $3.25 Billion Valuation in Series G Investment Round - Morningstar

Addepar embraces a global flexible workforce model with offices in Silicon Valley, New York City, Salt Lake City, Chicago, London, Edinburgh, Pune and Dubai. About Vitruvian Partners ... read more