Itaú Private Partners with Addepar to Deliver a Comprehensive Global Investment Solution
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Addepar Launches Powerful Trading Solution, Intuitive Dashboards, and Enhanced Design to Bring Data to Life
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Addepar Introduces Cutting-Edge Solutions for Managing Alternative Assets
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Addepar Elevates Global Presence with Dubai Office
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Addepar Raises $230 Million at $3.25 Billion Valuation in Series G Investment Round
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Addepar Accelerates Platform Innovation with Strategic Acquisition and Continued $100M+ Annual R&D Investment
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HSBC UK Private Banking partners with Addepar to provide brand-new client reporting experience
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J.P. Morgan Private Bank launches new Lifestyle Services Offering
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Enterprise
Addepar's Global Expansion Accelerates with New Switzerland Office
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Addepar Appoints Peter O'Brien as Chief Revenue Officer and Janeen France as the Company's first Chief Client Officer
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Kestra Holdings Unveils Kestra Investor Solution to Support Client Performance Reporting
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Addepar Unveils Addison, a Native AI Experience Built to Deliver Actionable Intelligence Across Investment Workflows
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LGT Wealth Management UK Partners with Addepar to Support Client Service and Data-Driven Insights
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Addepar Establishes Singapore as Asia-Pacific Hub
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Addepar Introduces ADX, Enabling Data Activation and AI at Scale
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Addepar Advances its AI Innovation across Agents, Data and Workflow Capabilities
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