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, ...

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 ...

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, 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 and ...

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 ...

Addepar, the data platform for wealth, investment, and asset management, announced the acquisition of Arcus, an enterprise AI workflow platform. Terms of the transaction were not disclosed. “Addepar ...

GENEVA, Oct. 1, 2025 /PRNewswire/ -- Addepar, the leading technology and data platform serving investment professionals, today announced the opening of its new office in Geneva, marking its fourth ...

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 ...

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 ...

Addepar, the technology platform provider to RIAs and wealth managers, has raised $230 million in its Series G funding round, which valued the company at $3.25 billion. The round was led by ...

NEW YORK (Reuters) - Morgan Stanley is rolling out a new software platform to 20 of its top financial advisory teams to help them see more of their wealthiest clients assets. The bank, which manages ...

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. ...