Addepar, a technology provider to RIAs and wealth managers, has announced the launch of its own trading platform, the rollout of dashboard enhancements and other improvements to its products. The new ...
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Addepar: boosting capital’s positive impact
Addepar is a global technology and data company that works with investment professionals to provide the most informed, precise guidance for their clients. Hundreds of thousands of users have entrusted ...
Addepar has shared its latest platform updates, along with providing research insights, and client, partner and company-wide developments. For this past month, Addepar is highlighting product updates ...
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. ...
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 ...
Wealth management service provider Addepar has highlighted an important evolution for Addepar’s Salesforce integration, announced updates to their analysis tool, shared the latest investor sentiment ...
MOUNTAIN VIEW, Calif., June 15, 2021 /PRNewswire/ -- Addepar, a leading technology platform for wealth management, today announced it has raised $150 million from D1 Capital Partners at a pre-money ...
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