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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

Morgan Stanley partners with Addepar to see more of clients' wealth

The bank, which manages most of its technology in-house, said late Tuesday that part of its private wealth management division will use Addepar, a Mountain View, California-based technology firm that ... 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

Morgan Stanley teams up with data-aggregation company Addepar to get insight into clients' holdings

Morgan Stanley, among the world's biggest brokerages, is partnering with a Silicon Valley startup better known for helping rivals at independent advisory firms and family offices manage the assets of ... 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

Morgan Stanley partners with Thiel-backed startup

Morgan Stanley, for instance, is partnering with data aggregation startup Addepar to automate administrative tasks, which will allow its wealth managers to dedicate more time to clients in person, Blo... read more

Wealth management data startup Addepar raises $140 million

NEW YORK (Reuters) - 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 ... read more

Addepar acquires AltX to expand in alternatives

Addepar, a New York-based investment management platform for advisers and their clients, has acquired AltX, a San Francisco-based intelligence platform for alternative investments. Using machine-learn... read more