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

August 9, 2022

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HSBC U.S. Private Banking Enhances Wealth Management Solutions with Addepar

October 31, 2022

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Eric Poirier CEO of Addepar on Lessons from $6 Trillion in Assets

April 23, 2024

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Addepar Partners With RIA Corient

May 23, 2024

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The world’s top 250 fintech companies: 2024

July 9, 2024

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Itaú Private Partners with Addepar to Deliver a Comprehensive Global Investment Solution

September 19, 2024

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Addepar Launches Powerful Trading Solution, Intuitive Dashboards, and Enhanced Design to Bring Data to Life

September 24, 2024

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Addepar Rolls Out New Alternatives Management Features

February 24, 2025

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Addepar’s Long Game

March 6, 2025

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Addepar Acquires AI Workflow Automation Startup Arcus

May 22, 2025

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HSBC UK Private Banking partners with Addepar to provide brand-new client reporting experience

June 3, 2025

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HSBC UK Private Banking partners with fintech to enhance client reporting

June 3, 2025

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HSBC UK Private Banking deploys Addepar platform

June 4, 2025

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The world’s top 250 fintech companies: 2025

July 16, 2025

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J.P. Morgan Private Bank launches new Lifestyle Services Offering

September 17, 2025

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