Addepar Introduces Investor Sentiment Index
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Newsroom
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Addepar Raises $117M in Series E Funding
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Addepar Exceeds $2.5 Trillion in Assets on its Platform, Fueled by Record Client Growth
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Addepar Announces $150M Investment by D1 Capital Partners, Exceeding $2B Valuation
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Adhesion Wealth Partners with Addepar to Provide Customizable Investment Management Solutions for RIAs
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Addepar acquires AdvisorPeak to streamline portfolio rebalancing and trading for wealth managers
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RBC Wealth Management-U.S. Transforms Portfolio Aggregation and Reporting for Advisors with Addepar
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Addepar Appoints Chief Financial Officer Following Record Year of Growth
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HSBC U.S. Private Banking Enhances Wealth Management Solutions with Addepar
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Enterprise
UBS Partners With Addepar and Mirador to Deliver Comprehensive Wealth Analysis and Reporting for Ultra High Net Worth Clients
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Artorius partners with Fintechs Addepar and Mirador
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Addepar Earns “Best in Class” in the 2023 Aite Matrix: RIA Portfolio Management and Reporting Systems
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London & Capital Partners with Addepar to Deliver Tailored Investment Management and Reporting on a Global Scale
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Addepar Surpasses $5 Trillion in Assets on its Platform, Boosted By Exceptional Client Growth
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Addepar Appoints Bob Pisani as Chief Technology Officer to Advance Data-Driven Investment Management
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Corient Selects Addepar in Transformative Partnership
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