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Bringing Data, Technology and People Together at Addepar
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Marketer and Multiplier: Natalie Sunderland
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Seek co-founder seeks to disrupt private family wealth offices
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4 Questions With Eric Poirier, CEO, Addepar
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The Future Of Wall Street: Fintech 50 2021
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Addepar Valued at $2.17 Billion as Investors Bet on Wealth-Management Tech
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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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What signals will you be looking at most closely to determine if your hybrid work plans are successful?
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Now Valued at $2 Billion, Addepar Sets Sights on Further Expansion
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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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Fintech company Addepar opens its expanded offices in Midtown for the post-pandemic era
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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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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 inks portfolio management deal with Addepar
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