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Addepar in the news
New dashboards, U.S. trading feature on Addepar
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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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Addepar Launches Trading Platform
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Itaú Private Partners with Addepar to Deliver a Comprehensive Global Investment Solution
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THE WORLD’S TOP 250 FINTECH COMPANIES: 2024
THE WORLD’S TOP 250 FINTECH COMPANIES: 2024
Corient chooses Addepar for collaboration
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Addepar Partners With RIA Corient
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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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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
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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
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UBS Partners With Addepar and Mirador to Deliver Comprehensive Wealth Analysis and Reporting for Ultra High Net Worth Clients
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HSBC U.S. Private Banking Enhances Wealth Management Solutions with Addepar
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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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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
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Addepar acquires AdvisorPeak to streamline portfolio rebalancing and trading for wealth managers
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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
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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
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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
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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
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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
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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
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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
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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 launches alts marketplace
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Addepar Announces Alternatives Marketplace
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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Addepar Deepens Integration with Schwab; Joins OpenView Gateway
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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
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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
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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
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Addepar Named One of Fast Company’s Most Innovative Companies
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Addepar Names Jeff Ramseyer to Lead Global Sales
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Addepar Expands Leadership Team Following Record Growth
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The Startup That's Spawning a New Generation of Startups
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Addepar Hosts Record-Breaking Coding Contest with HackerRank
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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
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Addepar Expands Management Team with Appointment of Chief Executive Officer, President and Chief Operating Officer
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