Newsroom

CTO Sessions: Ruchir Swarup, Addepar

January 24, 2023

News

How Some Asset Owners and Managers are Using Technology to Gain Portfolio Insights

January 24, 2023

News

Three Big Questions: Part 2

October 4, 2022

News

RBC Clearing Launches New Tech Platform for RIAs, BDs: Tech Roundup

August 9, 2022

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RBC Rolls Out Centralized Platform for RIA and B-D Clients

August 9, 2022

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WealthTech Americas Awards 2022

April 1, 2022

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A first-generation lawyer shares the 2 strategies she used to stop feeling like an outsider in her industry

March 15, 2022

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A Tax-Smart and Risk-Smart Way of Managing Portfolios with Damon Deru

March 15, 2022

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As alts get hot, alts marketplaces try catering to RIAs

March 15, 2022

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New Platform Helps Investors Find Best Advisor Match: Tech Roundup

March 15, 2022

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RBC US Wealth Management Investing in Tech for Growth

March 15, 2022

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RBC inks portfolio management deal with Addepar

January 13, 2022

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Addepar Adds RBC Wealth Management-U.S. as a Customer

January 12, 2022

News

RBC Wealth Management-U.S. Transforms Portfolio Aggregation and Reporting for Advisors with Addepar

January 12, 2022

Press Releases

Addepar acquires AdvisorPeak to streamline portfolio rebalancing and trading for wealth managers

October 22, 2021

Press Releases

Addepar Acquires Trading and Rebalancing Platform AdvisorPeak

October 22, 2021

News

After being 'blown away' by AdvisorPeak's engineering prowess, Addepar is buying the company to arm its clients with automated rebalancing software

October 22, 2021

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Adhesion Wealth Partners with Addepar to Provide Customizable Investment Management Solutions for RIAs

August 31, 2021

Press Releases

Fintech company Addepar opens its expanded offices in Midtown for the post-pandemic era

August 9, 2021

News

Data-driven wealth fintech Addepar is looking to fill 100 open jobs after nabbing $150 million from hedge fund D1

July 26, 2021

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Now Valued at $2 Billion, Addepar Sets Sights on Further Expansion

July 6, 2021

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What signals will you be looking at most closely to determine if your hybrid work plans are successful?

July 1, 2021

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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

June 18, 2021

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Addepar Announces $150M Investment by D1 Capital Partners, Exceeding $2B Valuation

June 15, 2021

Press Releases

The Future Of Wall Street: Fintech 50 2021

June 8, 2021

News

4 Questions With Eric Poirier, CEO, Addepar

May 28, 2021

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Seek co-founder seeks to disrupt private family wealth offices

May 24, 2021

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Marketer and Multiplier: Natalie Sunderland

May 12, 2021

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Bringing Data, Technology and People Together at Addepar

May 11, 2021

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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

April 9, 2021

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Addepar adds PE exec as president

April 8, 2021

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Addepar Exceeds $2.5 Trillion in Assets on its Platform, Fueled by Record Client Growth

April 8, 2021

Press Releases

Digitizing Wealth Management with Addepar

March 16, 2021

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Predictions 2021: What should you expect?

January 28, 2021

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$2.2 Billion William Blair Team Launches Independent Wealth Management Firm

January 19, 2021

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Addepar buys portfolio modeling software company

January 11, 2021

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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

November 19, 2020

News

Addepar Closes $117 Million Series E Round

November 18, 2020

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Addepar Raises $117M in Series E Funding

November 18, 2020

Press Releases

Addepar raises $117m in Series E funding round

November 18, 2020

News

Lessons Learned by a $2T Platform

October 28, 2020

News

The 2020 Family Office Software Roundup

October 13, 2020

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WSJ Wealth Adviser Briefing: Clorox Wipes Scarcity, Beyond Meat Virtues, Rule of Six Problems

September 28, 2020

News

Addepar Introduces Investor Sentiment Index

September 24, 2020

Press Releases

Addepar Launches Investor Sentiment Index

September 24, 2020

News

The Transactions of 10,000 Accounts Informing a New, Addepar-Powered Investor Sentiment Tool

September 24, 2020

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Wealthy Investors Sold U.S. Stocks as Market Roared Back From Covid-19 Lows

September 24, 2020

News

Venture Capital Eludes RIAs. That Might Never Change.

September 9, 2020

News

The Fintech 250: The Top Fintech Companies Of 2020

September 1, 2020

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Addepar Hits $2T in Assets Under Advisement

August 13, 2020

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Eric Poirier of Addepar is a 40 Under 40 honoree for 2020

August 7, 2020

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Addepar Named the Leading Multi-Segment Provider in Portfolio Management and Reporting by Aite Group

August 4, 2020

Press Releases

SVBJ announces honorees for 2020’s 40 Under 40 awards

July 24, 2020

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Family Office Connections: Consolidated Reporting

July 20, 2020

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WealthTech Powerhouse Addepar: CRO David Lessing On Their Platform Technology

June 23, 2020

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Addepar Appoints Ruchir Swarup as Chief Technology Officer

June 17, 2020

Press Releases

Addepar Hires BlackRock Veteran Ruchir Swarup as CTO

June 17, 2020

News

Addepar hires ex-BlackRock exec as chief tech officer

June 17, 2020

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Addepar taps BlackRock exec as CTO

June 17, 2020

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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

June 15, 2020

News

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.

June 15, 2020

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3 Questions With Alastair Cairns, Head Of Insights At Addepar

June 11, 2020

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What Institutional Investors Did During the COVID Crash with Addepar

June 9, 2020

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These Investors Are Helping Drive Market’s Surprise Rally

May 19, 2020

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Addepar’s Inception, Growth, and Future: Q&A with CEO Eric Poirier | Bill Malloy

May 18, 2020

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Addepar Rolls Out Digital Alternatives Marketplace

May 6, 2020

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These Companies Are Still Hiring—Here’s Their Top Advice For Getting Hired

May 6, 2020

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Addepar launches alts marketplace

May 5, 2020

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Addepar Announces Alternatives Marketplace

May 4, 2020

Press Releases

How the Ultra-Wealthy Allocate Money

May 4, 2020

News

Thiel-Backed Firm Helps Ultra-Wealthy Trade Hedge Fund Holdings

May 4, 2020

News

Addepar Introduces Pricing Assurance Program to Support RIAs

April 9, 2020

Press Releases

Addepar Introduces Unique Pricing Model For New Firms During Crisis

April 9, 2020

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Addepar snags $40m investment from board member

March 20, 2020

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Addepar Announces $40 Million in New Financing

March 19, 2020

Press Releases

WestCap Group Invests $40 Million in Addepar

March 19, 2020

News

A Day in the Life of 5 Engineering Managers, Part I

March 12, 2020

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Client Portal: Build or Buy?

March 12, 2020

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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

March 3, 2020

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20 Fintech Companies to Watch

February 19, 2020

News

Addepar Broadens Reach with Expanded Offerings for RIAs

February 19, 2020

Press Releases

Addepar launches scaled-back version for mass affluent clients

February 19, 2020

News

The Next Big Advisor Trend: Democratizing Premier Tech

February 19, 2020

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The Future Of Wall Street: Fintech 50 2020

February 12, 2020

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In race for mobile dominance, UBS launches upgraded client app

February 11, 2020

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Mitch Bompey – Addepar

January 17, 2020

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7 things that will affect next stage of banking's evolution

December 12, 2019

News

Addepar Surpasses $1.7 Trillion in Assets on its Platform

November 21, 2019

Press Releases

Robert Weeber: My Credit Suisse Colleagues Thought I Was Crazy

November 20, 2019

News

Silicon Valley Firm Helps the Wealthy Keep Track of $1.7 Trillion of Assets

November 20, 2019

News

Unlimited paid time off does not mean an unending vacation at these 13 Bay Area companies

November 20, 2019

News

Girls in Tech Bolsters Board of Advisors with New Appointments

November 12, 2019

Press Releases

Cutting edge big tech meets old school insurance

November 4, 2019

News

These Are the Most Interesting Fintech Trends of 2019

October 28, 2019

News

The 2019 Family Office Software Roundup

October 25, 2019

News

What Are The Most Interesting Trends In FinTech?

October 18, 2019

News

Addepar Announces Don Nilsson as Chief Product Officer

October 8, 2019

Press Releases

Addepar hires chief product officer to bolster platform development

October 8, 2019

News

A gap in the high-tech market

September 20, 2019

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Technology’s Role in Building a Firm for Maximum Value

September 16, 2019

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David Lessing – Chief Revenue Officer at Addepar

August 7, 2019

News

How Addepar built an ecosystem around the ultra high net worth investment community with CEO Eric Poirier

August 5, 2019

News

Addepar Streamlines Financial Planning For RIAs With Three Key Integrations

July 30, 2019

Press Releases

Addepar Will Integrate With Three Financial Planning Applications

July 30, 2019

News

Wells Fargo loses $500M advisor to RIA founded by breakaway brokers

July 24, 2019

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Gala held to celebrate entrepreneur of the year

June 23, 2019

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Addepar Inks Reseller Partnership With Mirador

June 20, 2019

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Addepar Partners with Mirador to Bring Best-in-Class Reporting to More RIAs

June 20, 2019

Press Releases

Mobile portfolio reporting comes to the UHNW client

June 19, 2019

News

Two fintech firms providing tools for uber wealthy clients

June 17, 2019

News

Addepar Launches Mobile App To Enhance The Digital Wealth Management Experience

June 12, 2019

Press Releases

Former $6 Billion Morgan Stanley Team Goes Independent

April 29, 2019

News

Addepar finally makes friends with Fidelity and reboots its RIA service, again -- helped by a key ex-Tamarac hire

April 24, 2019

News

Fidelity Expands Its Digital Store for Advisors

April 24, 2019

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Fidelity® Adds New Third-Party Integrations to Wealthscape Platform

April 24, 2019

Press Releases

The Most Dog-Friendly Companies In The Bay Area

April 24, 2019

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Where wealth management is 'woefully underserved': Q&A with Addepar CEO Eric Poirier

April 24, 2019

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Addepar Doubles Down on Service Offering and Expands Senior Services Leadership to Enable Diversifying Client Base

March 27, 2019

Press Releases

What’s behind Addepar’s latest executive hires

January 9, 2019

News

Addepar Strengthens Leadership Bench, Hires Industry Veterans

December 20, 2018

Press Releases

In Pursuit of Larger Wealth Managers, Addepar Hires Several Industry Veterans

December 20, 2018

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Addepar CEO says investors want better returns, fear volatility

November 15, 2018

News

Addepar Recognized by Morgan Stanley with Fintech Award at Firm’s Annual Fintech Summit

November 12, 2018

Press Releases

Addepar Surpasses $1 Trillion in Assets on Its Platform

April 25, 2018

Press Releases

Forbes Fintech 50 2018: The Future Of Wall Street And Big Data

February 13, 2018

News

Addepar Announces Record Third Quarter Performance, Expands Leadership Team

November 9, 2017

Press Releases

Addepar’s Growth Accelerates, Marked by AltX Acquisition and $140 Million Funding Round in Q2

August 9, 2017

Press Releases

Addepar Deepens Integration with Schwab; Joins OpenView Gateway

July 26, 2017

Press Releases

Robos get the press, but advisor tech is getting the money

June 21, 2017

News

Addepar Raises $140 Million To Build First Unified Platform for the Financial World

June 8, 2017

Press Releases

Addepar deal may salve big, lingering pain point for RIAs who use alternative investments

May 19, 2017

News

Addepar acquires alt investment platform

May 17, 2017

News

Addepar Acquires AltX to Double Down on High-Growth Alternatives Market

May 17, 2017

Press Releases

Addepar acquires AltX to expand in alternatives

May 17, 2017

News

Addepar To Buy Alternatives Data Provider AltX

May 17, 2017

News

Morgan Stanley Partners with Addepar to Bring Innovative Platform to Private Wealth Management

January 10, 2017

Press Releases

Morgan Stanley Signs With Asset-Gobbling Startup Backed by Thiel

January 10, 2017

News

Still wedded to Excel? Why it’s time for a breakup

December 28, 2016

News

Start Your Fingines

December 19, 2016

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Seven RIAs tell what big project they spent money for in 2016 -- and why

December 16, 2016

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Addepar’s strategy: Focus on HNW, arm advisers with digital tools

November 23, 2016

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Addepar Surpasses $500 Billion in Assets and Opens Platform API for Integrations

October 20, 2016

Press Releases

Merrill brokers with $550M AUM switch to Dynasty

September 13, 2016

News

$2.2B Ex-Morgan Stanley Advisors Launch 6 Meridian

September 4, 2016

News

Salesforce Launches Wave for Financial Services Cloud, Putting Insights at Advisors' Fingertips

September 1, 2016

Press Releases

​In Impact Investing, Better Measurement Means Better Impact, Better Returns

June 27, 2016

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Male CEOs Tell Us Their Work-Life Rules

June 14, 2016

News

What’s the Deal

April 10, 2016

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JPMorgan $1.2 Billion Wealth Team Exits With Silicon Valley Help

April 1, 2016

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Building Better Portfolios: Advisors & Fintech Part 1

January 28, 2016

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Cofounder of Addepar Explains How It’s Different From Other Startups

January 19, 2016

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$1B Team Exits Merrill for Independent "Freedom"

September 9, 2015

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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

September 9, 2015

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Four Entrepreneurs Talk About the Fintech Revolution

September 2, 2015

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How Two Startups Are Working To Change The Diversity Gap In FinTech

August 31, 2015

News

A How-To Guide for Opening Your Own Wealth Management Firm

August 6, 2015

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To Help Wall Street, Tech Needs the Right Tone: Addepar CEO

August 6, 2015

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How exactly five ex-Barclays advisors and one analyst across three time zones combined to make a $3 billion RIA

August 3, 2015

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32 Financial-Technology VCs Entrepreneurs Need to Know

July 17, 2015

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FinTech Hiring Picks Up in Silicon Valley

July 14, 2015

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A Closer Look At The Silicon Valley Vs. Wall Street Talent War

June 25, 2015

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Cloud Startups Chip Away at Excel’s Stronghold

June 3, 2015

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30 Hot Fintech Startups to Watch

May 18, 2015

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Stan Druckenmiller Sees ‘Massive’ Problem Caused by Aging

May 15, 2015

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Coding Like a Girl: How One SF Company Is Arming Women to Succeed in Tech

May 6, 2015

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Review: Nevin Freeman pops the Addepar hood to see what $50 million of coding can do for RIA software

April 29, 2015

News

Addepar lays out world-fixing vision and rolls out upgrades at swanky The Battery event in San Francisco

April 23, 2015

News

Addepar’s New Release Brings Investment Management Into the 21st Century

April 21, 2015

Press Releases

Addepar Named One of Fast Company’s Most Innovative Companies

February 9, 2015

Press Releases

Addepar Names Jeff Ramseyer to Lead Global Sales

December 2, 2014

Press Releases

Addepar Expands Leadership Team Following Record Growth

November 4, 2014

Press Releases

The Startup That's Spawning a New Generation of Startups

August 22, 2014

News

Addepar Hosts Record-Breaking Coding Contest with HackerRank

August 19, 2014

Press Releases

Wealth Managers Enlist Spy Tools to Map Portfolios

August 3, 2014

News

Addepar Raises $50 Million for Wealth-Management Dashboard

May 13, 2014

News

Addepar Raises $50M in Series C Financing

May 13, 2014

Press Releases

Addepar Expands Management Team with Appointment of Chief Executive Officer, President and Chief Operating Officer

July 10, 2013

Press Releases