HSBC Private Banking Extends Addepar Partnership Into the UK to Improve Investor Reporting

June 4, 2025

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HSBC UK Private Banking deploys Addepar platform

June 4, 2025

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Enterprise

The world’s top 250 fintech companies: 2025

July 16, 2025

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Enterprise

Shaping the new frontier of finance

September 17, 2025

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The New Age of Finance: Collaboration, Platform and AI

September 29, 2025

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Addepar’s Global Expansion Accelerates with New Switzerland Office

October 1, 2025

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Addepar names two new execs in shakeup

November 18, 2025

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Addepar Makes Senior Appointments

November 24, 2025

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The Family-Office Agenda of Addepar’s First Chief Client Officer

November 28, 2025

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Wealth Management Ferment Is Music To Addepar's Ears

December 17, 2025

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Looking ahead: Wealth management trends in 2026

January 7, 2026

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The digital experience will establish itself as an independent strategic factor

January 22, 2026

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Kestra Taps Addepar for Affiliated Advisors' Client Portal

February 12, 2026

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The Future of Wealth Management 2026

February 13, 2026

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Addepar CTO Bob Pisani wins CTO of the Year in WealthBriefing WealthTech Americas Awards

February 19, 2026

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AI integration in wealth management

February 19, 2026

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