Nine themes defining the unified data and AI platform: theCUBE insights from the Databricks Data + AI Summit
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Addepar in the news
Addepar CEO Eric Poirier on AI, Alts and the ‘Eternal Optimist’
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WealthStack Roundup: Addepar Unveils AI Agents, Data Tools at AddeConf26
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Addepar’s AI Is Already a Hit. The Cost Will Get Sorted Out Later.
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How the wealthiest families invest: CNBC and Addepar launch Family Office Portfolio Tracker
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Addepar Advances its AI Innovation across Agents, Data and Workflow Capabilities
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The true value of family offices: Here’s what to know
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Addepar's ADX tackles 'swivel chair problem' for advisor data sources
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Addepar Launches Data Exchange to Unify Wealth Information
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The 60/40 portfolio has failed the ultra-wealthy, says $9 trillion platform Addepar
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Addepar Introduces ADX, Enabling Data Activation and AI at Scale
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The AI-Powered Future of Wealth Management with Bob Pisani, Addepar
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Singapore emerging as neutral ground as AI firms navigate Sino-US rivalry
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Anchoring in Asia: Addepar Scales Its Platform Through a Singapore Hub Strategy
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Wealth Tech Awards 2026: Winners’ profiles
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美国Addepar公司来新设区域中枢 在亚太已有50财富管理客户
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Addepar Expands in Singapore as APAC Demands Reshape Data and AI Workflows
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Addepar opens Singapore office to zero in on Apac wealth
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Addepar Establishes Singapore as Asia-Pacific Hub
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Family offices are trending towards alternatives: Addepar CEO
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US data and AI platform opens Singapore hub as family offices drive growth
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Addepar Establishes Singapore as Asia-Pacific Hub
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Technology Designed To Think With You
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What Makes Family Office Tech Partnerships Work Over Time?
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LGT Wealth Management UK adopts Addepar platform
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LGT Wealth Management UK partners with Addepar to support client service
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LGT WM partners with global AI platform
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LGT Wealth Management UK Partners with Addepar to Support Client Service and Data-Driven Insights
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LGT Wealth upgrades tech for more complex era
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My Advice to Banks on AI: Bob Pisani of Addepar
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Addepar launches native AI ‘experience’ for its platform
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Addepar Deploys New AI in Platform
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Addepar Unveils Addison, a Native AI Experience Built to Deliver Actionable Intelligence Across Investment Workflows
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Global data platform launches AI tool for wealth managers
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Addepar Launches Addison AI for Natural Language Portfolio Analysis
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Addepar Pushes Further Into AI With "Addison"
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Addepar Releases Its AI Platform ‘Addison’ to All Users
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Addepar Unveils Addison, a Native AI Experience Built to Deliver Actionable Intelligence Across Investment Workflows
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Tech Roundup: Addepar rolls out AI conversational intelligence
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Addepar CTO Bob Pisani wins CTO of the Year in WealthBriefing WealthTech Americas Awards
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AI integration in wealth management
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The Future of Wealth Management 2026
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Kestra Taps Addepar for Affiliated Advisors' Client Portal
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Kestra Holdings Unveils Kestra Investor Solution to Support Client Performance Reporting
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The digital experience will establish itself as an independent strategic factor
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Looking ahead: Wealth management trends in 2026
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Wealth Management Ferment Is Music To Addepar's Ears
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Wealthtech Wrapped 2025
Wealthtech Wrapped 2025
The Family-Office Agenda of Addepar’s First Chief Client Officer
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Addepar Makes Senior Appointments
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Addepar Appoints Peter O'Brien as Chief Revenue Officer and Janeen France as the Company's first Chief Client Officer
Press Releases
Addepar names two new execs in shakeup
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Addepar's Global Expansion Accelerates with New Switzerland Office
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Addepar’s Global Expansion Accelerates with New Switzerland Office
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The New Age of Finance: Collaboration, Platform and AI
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J.P. Morgan Private Bank launches new Lifestyle Services Offering
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Enterprise
Shaping the new frontier of finance
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The world’s top 250 fintech companies: 2025
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Enterprise
HSBC Private Banking Extends Addepar Partnership Into the UK to Improve Investor Reporting
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HSBC UK Private Banking deploys Addepar platform
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Enterprise
HSBC UK Private Banking partners with Addepar to provide brand-new client reporting experience
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Enterprise
HSBC UK Private Banking partners with fintech to enhance client reporting
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Enterprise
Addepar Acquires AI Workflow Automation Startup Arcus
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Enterprise
Addepar acquires AI workflow startup
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Addepar acquires Arcus to boost AI capabilities
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After raising $230m, Addepar eyes AI
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Addepar Accelerates Platform Innovation with Strategic Acquisition and Continued $100M+ Annual R&D Investment
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Addepar Adds Growth Muscle With $230 Million Fundraise
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Addepar investment platform reaches $3.25 billion valuation with latest raise
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Addepar Raises $230 Million To Drive Growth Globally
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Addepar's valuation rises to over $3bn with new cap raise
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Addepar secures $230M in series G funding
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Addepar Valued at $3.25B in Latest Funding Round
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Addepar Raises $230 Million at $3.25 Billion Valuation in Series G Investment Round
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Wealth management platform Addepar valued at $3.25 bln in new funding round
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Addepar: boosting capital’s positive impact
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Scaling Addepar's Data Intelligence with Databricks
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Addepar Elevates Global Presence with Dubai Office
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Addepar’s Long Game
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Enterprise
Addepar Rolls Out New Alternatives Management Features
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Enterprise
Addepar Introduces Cutting-Edge Solutions for Managing Alternative Assets
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New dashboards, U.S. trading feature on Addepar
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Addepar Adds Trading to Tech Platform
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Addepar launches new trading and dashboard tools
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Addepar Launches Powerful Trading Solution, Intuitive Dashboards, and Enhanced Design to Bring Data to Life
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Enterprise
Addepar Launches Trading Platform
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Itaú Private Partners with Addepar to Deliver a Comprehensive Global Investment Solution
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Enterprise
The world’s top 250 fintech companies: 2024
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Enterprise
Corient chooses Addepar for collaboration
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Addepar Partners With RIA Corient
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Enterprise
Addepar strikes software deal with $160.7bn Corient
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Corient Selects Addepar in Transformative Partnership
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Eric Poirier CEO of Addepar on Lessons from $6 Trillion in Assets
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Enterprise
Eric Poirier, CEO of Addepar – Powering $5 Trillion of Assets, Modernizing Investment Management, From Engineer to CEO & The Power of Bold Bets
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Addepar Appoints Bob Pisani as Chief Technology Officer to Advance Data-Driven Investment Management
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The WealthStack Podcast: Can Your Tech Help Tame Volatility with Don Nilsson of Addepar
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RIAs Drive Addepar Past the $5 Trillion Mark
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Addepar Hits $5T In Assets Tracked
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Addepar Surpasses $5 Trillion in Assets on its Platform, Boosted By Exceptional Client Growth
Press Releases
Addepar Tops $5 Trillion in Platform Assets. CEO Sees Runway for Further Growth.
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London & Capital Partners with Addepar to Deliver Tailored Investment Management and Reporting on a Global Scale
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2023 Knowledge Brokers
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The Fintech 50
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Jack Ginter: After Wells Fargo, a Fresh Start Building a Firm for Ultrawealthy Families
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Aite-Novarica's winners in the $1.4B market for RIA portfolio management and reporting systems
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Addepar Earns “Best in Class” in the 2023 Aite Matrix: RIA Portfolio Management and Reporting Systems
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CTO Sessions: Ruchir Swarup, Addepar
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How Some Asset Owners and Managers are Using Technology to Gain Portfolio Insights
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Artorius partners with Fintechs Addepar and Mirador
Press Releases
UBS Partners With Addepar and Mirador to Deliver Comprehensive Wealth Analysis and Reporting for Ultra High Net Worth Clients
Press Releases
HSBC U.S. Private Banking Enhances Wealth Management Solutions with Addepar
Press Releases
Enterprise
The Fintech 250: The most promising fintech companies of 2022
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Three Big Questions: Part 2
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RBC Clearing Launches New Tech Platform for RIAs, BDs: Tech Roundup
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RBC Rolls Out Centralized Platform for RIA and B-D Clients
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Enterprise
The Future Of Wall Street: Fintech 50 2022
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Unlocking Value of Data-Driven Investing and Advice
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WealthTech Americas Awards 2022
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A Tax-Smart and Risk-Smart Way of Managing Portfolios with Damon Deru
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As alts get hot, alts marketplaces try catering to RIAs
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A first-generation lawyer shares the 2 strategies she used to stop feeling like an outsider in her industry
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New Platform Helps Investors Find Best Advisor Match: Tech Roundup
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RBC US Wealth Management Investing in Tech for Growth
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Addepar Appoints Chief Financial Officer Following Record Year of Growth
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RBC inks portfolio management deal with Addepar
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Addepar Adds RBC Wealth Management-U.S. as a Customer
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Addepar Lands Firmwide Deal With RBC Wealth Management
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RBC Wealth Management-U.S. Transforms Portfolio Aggregation and Reporting for Advisors with Addepar
Press Releases
Addepar acquires AdvisorPeak to streamline portfolio rebalancing and trading for wealth managers
Press Releases
Addepar Acquires Trading and Rebalancing Platform AdvisorPeak
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After being 'blown away' by AdvisorPeak's engineering prowess, Addepar is buying the company to arm its clients with automated rebalancing software
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Adhesion Wealth Partners with Addepar to Provide Customizable Investment Management Solutions for RIAs
Press Releases
Fintech company Addepar opens its expanded offices in Midtown for the post-pandemic era
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Data-driven wealth fintech Addepar is looking to fill 100 open jobs after nabbing $150 million from hedge fund D1
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Now Valued at $2 Billion, Addepar Sets Sights on Further Expansion
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What signals will you be looking at most closely to determine if your hybrid work plans are successful?
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Nearing $3 trillion of AUA, Addepar accepts another $150 million of unsolicited PE money because the price was right --a $2.17 billion valuation
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Addepar Announces $150M Investment by D1 Capital Partners, Exceeding $2B Valuation
Press Releases
Addepar Valued at $2.17 Billion as Investors Bet on Wealth-Management Tech
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The Future Of Wall Street: Fintech 50 2021
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4 Questions With Eric Poirier, CEO, Addepar
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Seek co-founder seeks to disrupt private family wealth offices
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Marketer and Multiplier: Natalie Sunderland
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Bringing Data, Technology and People Together at Addepar
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Surfing a $15-billion-a-week asset growth meteor, Addepar CEO Eric Poirier hires an owner as president to achieve 'escape velocity' and keep operations from flaming out
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Addepar adds PE exec as president
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Addepar Exceeds $2.5 Trillion in Assets on its Platform, Fueled by Record Client Growth
Press Releases
Digitizing Wealth Management with Addepar
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Predictions 2021: What should you expect?
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$2.2 Billion William Blair Team Launches Independent Wealth Management Firm
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Addepar buys portfolio modeling software company
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With rivals pressing, Addepar insiders ante $117 million to up its game and settle in for the long haul -- as the firm adds $2 billion in pandemic-driven AUA each business day
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Addepar Closes $117 Million Series E Round
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Addepar raises $117m in Series E funding round
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Addepar Raises $117M in Series E Funding
Press Releases
Lessons Learned by a $2T Platform
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The 2020 Family Office Software Roundup
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WSJ Wealth Adviser Briefing: Clorox Wipes Scarcity, Beyond Meat Virtues, Rule of Six Problems
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Addepar Introduces Investor Sentiment Index
Press Releases
Addepar Launches Investor Sentiment Index
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The Transactions of 10,000 Accounts Informing a New, Addepar-Powered Investor Sentiment Tool
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Wealthy Investors Sold U.S. Stocks as Market Roared Back From Covid-19 Lows
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Venture Capital Eludes RIAs. That Might Never Change.
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The Fintech 250: The Top Fintech Companies Of 2020
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Addepar Hits $2T in Assets Under Advisement
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Eric Poirier of Addepar is a 40 Under 40 honoree for 2020
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Addepar Named the Leading Multi-Segment Provider in Portfolio Management and Reporting by Aite Group
Press Releases
SVBJ announces honorees for 2020’s 40 Under 40 awards
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Family Office Connections: Consolidated Reporting
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WealthTech Powerhouse Addepar: CRO David Lessing On Their Platform Technology
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Addepar Appoints Ruchir Swarup as Chief Technology Officer
Press Releases
Addepar Hires BlackRock Veteran Ruchir Swarup as CTO
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Addepar hires ex-BlackRock exec as chief tech officer
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Addepar taps BlackRock exec as CTO
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Addepar extends business model from software maker to player in the investments business -- a secretive project 10 years in the making
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Uber-rich investors hungry for growth have turned their sights on the private market. Here's how wealth firms like Citi and UBS are transforming their businesses to meet those client demands.
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3 Questions With Alastair Cairns, Head Of Insights At Addepar
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What Institutional Investors Did During the COVID Crash with Addepar
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These Investors Are Helping Drive Market’s Surprise Rally
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Addepar’s Inception, Growth, and Future: Q&A with CEO Eric Poirier | Bill Malloy
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Addepar Rolls Out Digital Alternatives Marketplace
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These Companies Are Still Hiring—Here’s Their Top Advice For Getting Hired
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Addepar Announces Alternatives Marketplace
Press Releases
How the Ultra-Wealthy Allocate Money
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Thiel-Backed Firm Helps Ultra-Wealthy Trade Hedge Fund Holdings
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Addepar Introduces Pricing Assurance Program to Support RIAs
Press Releases
Addepar Introduces Unique Pricing Model For New Firms During Crisis
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Addepar snags $40m investment from board member
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Addepar Announces $40 Million in New Financing
Press Releases
WestCap Group Invests $40 Million in Addepar
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A Day in the Life of 5 Engineering Managers, Part I
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Client Portal: Build or Buy?
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Addepar hires Advent genius then launches 'Advent Converter' to court the RIAs still on Axys and APX ; PortfolioCenter 'easy button' comes next
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20 Fintech Companies to Watch
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Addepar Broadens Reach with Expanded Offerings for RIAs
Press Releases
Addepar launches scaled-back version for mass affluent clients
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The Next Big Advisor Trend: Democratizing Premier Tech
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The Future Of Wall Street: Fintech 50 2020
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In race for mobile dominance, UBS launches upgraded client app
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Mitch Bompey – Addepar
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7 things that will affect next stage of banking's evolution
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Addepar Surpasses $1.7 Trillion in Assets on its Platform
Press Releases
Robert Weeber: My Credit Suisse Colleagues Thought I Was Crazy
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Silicon Valley Firm Helps the Wealthy Keep Track of $1.7 Trillion of Assets
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Unlimited paid time off does not mean an unending vacation at these 13 Bay Area companies
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Girls in Tech Bolsters Board of Advisors with New Appointments
Press Releases
Cutting edge big tech meets old school insurance
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These Are the Most Interesting Fintech Trends of 2019
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The 2019 Family Office Software Roundup
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What Are The Most Interesting Trends In FinTech?
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Addepar Announces Don Nilsson as Chief Product Officer
Press Releases
Addepar hires chief product officer to bolster platform development
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A gap in the high-tech market
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Technology’s Role in Building a Firm for Maximum Value
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David Lessing – Chief Revenue Officer at Addepar
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How Addepar built an ecosystem around the ultra high net worth investment community with CEO Eric Poirier
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Addepar Streamlines Financial Planning For RIAs With Three Key Integrations
Press Releases
Addepar Will Integrate With Three Financial Planning Applications
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Wells Fargo loses $500M advisor to RIA founded by breakaway brokers
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Gala held to celebrate entrepreneur of the year
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Addepar Inks Reseller Partnership With Mirador
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Addepar Partners with Mirador to Bring Best-in-Class Reporting to More RIAs
Press Releases
Mobile portfolio reporting comes to the UHNW client
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Two fintech firms providing tools for uber wealthy clients
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Addepar Launches Mobile App To Enhance The Digital Wealth Management Experience
Press Releases
Former $6 Billion Morgan Stanley Team Goes Independent
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Addepar finally makes friends with Fidelity and reboots its RIA service, again -- helped by a key ex-Tamarac hire
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Fidelity Expands Its Digital Store for Advisors
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Fidelity® Adds New Third-Party Integrations to Wealthscape Platform
Press Releases
The Most Dog-Friendly Companies In The Bay Area
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Where wealth management is 'woefully underserved': Q&A with Addepar CEO Eric Poirier
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Addepar Doubles Down on Service Offering and Expands Senior Services Leadership to Enable Diversifying Client Base
Press Releases
What’s behind Addepar’s latest executive hires
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Addepar Strengthens Leadership Bench, Hires Industry Veterans
Press Releases
In Pursuit of Larger Wealth Managers, Addepar Hires Several Industry Veterans
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Addepar CEO says investors want better returns, fear volatility
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Addepar Recognized by Morgan Stanley with Fintech Award at Firm’s Annual Fintech Summit
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Addepar Surpasses $1 Trillion in Assets on Its Platform
Press Releases
Forbes Fintech 50 2018: The Future Of Wall Street And Big Data
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Addepar Announces Record Third Quarter Performance, Expands Leadership Team
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Addepar’s Growth Accelerates, Marked by AltX Acquisition and $140 Million Funding Round in Q2
Press Releases
Addepar Deepens Integration with Schwab; Joins OpenView Gateway
Press Releases
Robos get the press, but advisor tech is getting the money
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Addepar Raises $140 Million To Build First Unified Platform for the Financial World
Press Releases
Addepar deal may salve big, lingering pain point for RIAs who use alternative investments
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Addepar acquires alt investment platform
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Addepar Acquires AltX to Double Down on High-Growth Alternatives Market
Press Releases
Addepar acquires AltX to expand in alternatives
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Addepar To Buy Alternatives Data Provider AltX
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Morgan Stanley Partners with Addepar to Bring Innovative Platform to Private Wealth Management
Press Releases
Morgan Stanley Signs With Asset-Gobbling Startup Backed by Thiel
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Still wedded to Excel? Why it’s time for a breakup
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Start Your Fingines
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Seven RIAs tell what big project they spent money for in 2016 -- and why
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Addepar’s strategy: Focus on HNW, arm advisers with digital tools
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Addepar Surpasses $500 Billion in Assets and Opens Platform API for Integrations
Press Releases
Merrill brokers with $550M AUM switch to Dynasty
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$2.2B Ex-Morgan Stanley Advisors Launch 6 Meridian
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Salesforce Launches Wave for Financial Services Cloud, Putting Insights at Advisors' Fingertips
Press Releases
In Impact Investing, Better Measurement Means Better Impact, Better Returns
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Male CEOs Tell Us Their Work-Life Rules
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What’s the Deal
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JPMorgan $1.2 Billion Wealth Team Exits With Silicon Valley Help
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Building Better Portfolios: Advisors & Fintech Part 1
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Cofounder of Addepar Explains How It’s Different From Other Startups
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The inner orchestration of Dynasty, Addepar and Pershing/BNY Mellon it took to harmonize a $1.4 billion Merrill Lynch family office team
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$1B Team Exits Merrill for Independent "Freedom"
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Four Entrepreneurs Talk About the Fintech Revolution
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How Two Startups Are Working To Change The Diversity Gap In FinTech
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A How-To Guide for Opening Your Own Wealth Management Firm
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To Help Wall Street, Tech Needs the Right Tone: Addepar CEO
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How exactly five ex-Barclays advisors and one analyst across three time zones combined to make a $3 billion RIA
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32 Financial-Technology VCs Entrepreneurs Need to Know
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FinTech Hiring Picks Up in Silicon Valley
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A Closer Look At The Silicon Valley Vs. Wall Street Talent War
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Cloud Startups Chip Away at Excel’s Stronghold
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30 Hot Fintech Startups to Watch
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Stan Druckenmiller Sees ‘Massive’ Problem Caused by Aging
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Coding Like a Girl: How One SF Company Is Arming Women to Succeed in Tech
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Review: Nevin Freeman pops the Addepar hood to see what $50 million of coding can do for RIA software
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Addepar lays out world-fixing vision and rolls out upgrades at swanky The Battery event in San Francisco
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Addepar’s New Release Brings Investment Management Into the 21st Century
Press Releases
Addepar Named One of Fast Company’s Most Innovative Companies
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Addepar Names Jeff Ramseyer to Lead Global Sales
Press Releases
Addepar Expands Leadership Team Following Record Growth
Press Releases
The Startup That's Spawning a New Generation of Startups
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Addepar Hosts Record-Breaking Coding Contest with HackerRank
Press Releases
Wealth Managers Enlist Spy Tools to Map Portfolios
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Addepar Raises $50 Million for Wealth-Management Dashboard
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Addepar Raises $50M in Series C Financing
Press Releases
Addepar Expands Management Team with Appointment of Chief Executive Officer, President and Chief Operating Officer
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