Archives

April 24, 2026 @ 1:58 am By Omar Faridi  |  

Family offices are increasingly embracing alternative investments as a core strategy for long-term portfolio resilience, according to insights shared by Eric Poirier, the chief executive of Wealthtech Addepar. In a recent discussion, Poirier pointed to data from his firm’s platform showing that alternative assets now… Read More

March 10, 2026 @ 4:19 pm By Omar Faridi  |  

Wealthtech platform Addepar has launched Addison, a groundbreaking native AI experience designed to deliver actionable intelligence directly within investment professionals’ daily workflows. Announced recently this month, the new capability embeds advanced AI at the core of Addepar’s unified data platform, empowering more than 1,400 firms… Read More

October 4, 2025 @ 5:48 pm By Omar Faridi  |  

Addepar, the tech and data platform serving investment professionals, announced the opening of its office in Geneva, marking its fourth dedicated presence across Europe and the Middle East markets and the latest step in the wealthtech company’s mission to connect the investment sector. This expansion… Read More

September 15, 2025 @ 10:30 pm By Omar Faridi  |  

In wealth management, where client expectations are becoming more demanding and market volatility is the norm, saving time has understandably become a priority. Financial firms, particularly in regions like EMEA, are under pressure to deliver personalized, real-time insights while navigating complex portfolios that span liquid… Read More

July 22, 2025 @ 2:14 pm By Omar Faridi  |  

In today’s financial services sector, alternative investments—encompassing private equity, venture capital, and private debt—have surged past $15 trillion globally, representing a significant portion of wealth management portfolios. Addepar, a technology and data platform for investment professionals, is reportedly focused on addressing the challenges of managing… Read More

July 1, 2025 @ 6:48 am By Omar Faridi  |  

The wealth management landscape is undergoing a seismic shift, driven by an  intergenerational wealth transfer and the increasing demand for sophisticated, technology-driven solutions. Addepar, a global enabler of wealth management technology, is addressing these challenges with significant updates to its platform. These updates focus on… Read More

June 25, 2025 @ 11:40 pm By Omar Faridi  |  

In the evolving ecosystem of wealth management, staying ahead requires tools that deliver precision, scalability, and actionable insights. Addepar, a global technology and data platform for investment professionals, has introduced significant updates to its trading infrastructure and a new drift monitoring capability, reinforcing its commitment… Read More

June 12, 2025 @ 6:06 pm By Omar Faridi  |  

Addepar notes that in the fast-evolving wealth management industry, handling alternative investments like private equity, venture capital, and real estate funds presents unique challenges. These assets often come with unstructured data, inconsistent timelines, and complex reporting requirements, creating inefficiencies for back-office teams and advisors. Addepar,… Read More

May 21, 2025 @ 6:55 am By Omar Faridi  |  

Addepar, the technology and data platform for wealth, investment, and asset management, announced the acquisition of Arcus, an innovator in enterprise AI workflows. This move accelerates Addepar’s technology roadmap to “embed sophisticated artificial intelligence (AI) and machine learning (ML) across its platform, supported by the… Read More

May 14, 2025 @ 10:14 pm By Omar Faridi  |  

Addepar, a global technology and data platform that investment professionals rely on to make the most informed, data-driven investment decisions, announced the closing of its $230 million Series G investment round. The investment round was co-led by Vitruvian Partners, headquartered in London, and “returning investor,… Read More

March 29, 2025 @ 10:01 am By Omar Faridi  |  

Addepar, a wealth management technology platform, is charging into 2025 with several key updates that aim to enhance efficiency, improve insights, and strengthen client relationships for investment professionals. From leveraging artificial intelligence (AI) to streamlining alternative investment workflows, the company’s updates reveal a sharp focus… Read More

February 22, 2025 @ 6:04 pm By Omar Faridi  |  

Addepar, a technology and data platform for investment professionals,  announced the launch of Alts Data Management, Private Fund Benchmarks, and cash flow forecasts in Navigator. These capabilities are reportedly built to enhance data-driven decision-making and boost operational efficiency for “advisors and institutions managing complex portfolios… Read More

January 8, 2025 @ 6:42 am By Omar Faridi  |  

Wealthtech Addepar has shared an update focused on how to drive tax efficiency and growth with householding in Addepar Trading. Wealthtech firm Addepar explained that successful advisors help clients reach their financial goals while creating “opportunities for business growth for themselves, and their firms.” Addepar… Read More

September 28, 2024 @ 12:16 pm By Omar Faridi  |  

Itaú Private, a provider of private banking services, has announced an exclusive partnership with Addepar, a global firm focused on technology and data solutions for investment professionals. This strategic collaboration grants Itaú Private exclusive “access to Addepar’s comprehensive data aggregation and performance reporting platform in… Read More

April 10, 2024 @ 9:44 pm By Omar Faridi  |  

Inside Addepar, a quarterly update of Addepar platform developments, research insights and client, partner and company announcements has been released. Addepar says that it just “completed a strong first quarter, building on their momentum from 2023 and setting the stage for an even stronger 2024.”… Read More

February 21, 2024 @ 10:04 pm By Omar Faridi  |  

Baker Tilly, an advisory, tax and assurance firm dedicated to custom solutions that generate and sustain growth has entered a new partnership. Baker Tilly, and their subsidiary, Baker Tilly Wealth Management, a registered investment advisor, provide “a range of private wealth services to high-net-worth and… Read More

January 2, 2024 @ 9:11 am By Omar Faridi  |  

Addepar has shared its latest platform updates, along with providing research insights, and client, partner and company-wide developments. For this past month, Addepar is highlighting product updates “that elevate the Client Portal, as well as new attributes in Calculations.” Addepar also share a number of… Read More

December 19, 2023 @ 4:06 pm By Omar Faridi  |  

Addepar, a global technology and data company for investment professionals, announced that it has exceeded $5 trillion of client assets managed on its platform. This milestone signifies the company’s position as the standard “for data management and aggregation, analysis and reporting.” Amidst fast-moving markets and… Read More

December 4, 2023 @ 9:44 pm By Omar Faridi  |  

New functionality and attributes are expected to fuel growth and scale in 2024, according to an update from Fintech firm Addepar. As part of a note shared by Addepar, the wealthtech firm has shared key platform developments, research insights along with client, partner and company… Read More

October 15, 2023 @ 3:14 pm By Omar Faridi  |  

Addepar opened a new office in Pune, India in March 2023 as they deepened their commitment to global expansion and R&D investment. Abhimanyu “Abhi” Prabhavalkar recently joined Addepar’s engineering leadership team during this exciting time of growth as their R&D regional lead in India, “bringing… Read More