Wealthtech company Addepar is spending some of the money it raised over the summer to buy AdvisorPeak, which builds trading and rebalancing software for financial advisors. Addepar’s aggregation, ...

Addepar is a global technology and data company that works with investment professionals to provide the most informed, precise guidance for their clients. Hundreds of thousands of users have entrusted ...

Addepar, a financial operating system, today announced major company milestones and significant updates to its technology, notably the availability of the Addepar Open API. With 97% year-over-year ...

Fintech startup Addepar Inc., a company that offers a “financial operating system” for investors, has raised $140 million in a late-stage funding round. Founded in 2009, Addepar offers a technology ...

Addepar, a cloud-based software used by wirehouses like Morgan Stanley and registered investment advisers to track and analyze portfolios, announced Tuesday a new funding round that has propelled its ...

Addepar, a platform for investment professionals, has raised $230m in a Series G funding round, pushing its valuation to $3.25bn. The investment round was co-led by London-based Vitruvian Partners and ...

Wealth management platform provider Addepar announced new integrations with three financial planning software packages Tuesday. The new partners include two tech vendors popular with financial ...