Tagged: addepar

Ruchir Swarp, CTO at Trillion Dollar Asset Manager Addepar, Reveals how Firm Leverages Open-Source Tech

The team at Addepar, a leading asset manager, recently had a detailed discussion with Ruchir Swarup, CTO at the company. Ruchir Swarup is currently responsible for leading the tech teams that have made Addepar the “platform of choice” for wealth management companies. Addepar offers efficient… Read More

Trillion Dollar Wealth Manager Addepar Expands Business Operations with New Edinburgh, Scotland Office

Addepar, a U.S.-based wealth manager with $2.5 trillion of assets on its platform, says its goal has always been to offer investors and advisors with the data required to “optimize” how the world’s capital is “put to work.” The Addepar team noted in a recent… Read More

Milestone: Addepar Exceeds $2.5 Trillion in Assets Through Wealth Management Platform

    Addepar, a U.S.-based wealth management platform, announced on Thursday the assets on its platform have increased to more than $2.5 trillion, adding more than $15 billion in assets a week on average since mid-last year. The company further revealed that it had its strongest… Read More

Rashelle Salimi from Wealth Management Tech Platform Addepar Discusses Key Industry Trends with Women Fintech Execs

Wealth management tech platform Addepar published a blog post on March 31, 2021, noting that it was Women’s History Month, when they look forward to celebrating the impressive accomplishments of women in “every avenue of business, government and our communities.” At Addepar, they feel privileged… Read More

Wealth Management and Fintech Veteran Bob Miller from PCR Says Digitalization Is “A Real Thing” Driving the Industry Forward

Robin Melnick, Director, Alliances & Partnerships at Addepar, a leading provider of technology for the wealth management industry, recently connected with Bob Miller, CEO of PCR, a private client wealth aggregator assisting wealthy families, their advisors, and wealth tech companies develop “winning” digital transformation strategies…. Read More

Wealth Management Tech Plaform Addepar Acquires RCI to Assist Clients with Making More Informed Investment Choices

US-based wealth management tech platform Addepar notes that for many years, wealth managers have had important questions that have been “surprisingly difficult to answer.” For instance, they want to know what exactly they own in their portfolios and where they own these assets. Wealth managers… Read More

Wealth Management Firm Addepar Reveals that Investors turned Bearish on Equities for Record 7 Consecutive Months from April to Oct 2020

Wealth management tech platform Addepar notes that the broader financial industry had to deal with “extraordinary challenges.” The Fintech firm pointed out that local economies and communities have been “deeply affected by the fallout from this global pandemic.” The Addepar team now believes that it’s… Read More

Wealth Management Tech Platform Addepar Raises $117 Million Through Series E Investment Round Led By WestCap Group

Addepar, a U.S.-based wealth management platform, announced on Wednesday it secured $117 million through its Series E funding round, which was led by WestCap Group with participation from 8VC. Founded in 2009, Addepar describes itself as a wealth management platform that specializes in data aggregation, analytics,… Read More

Private Securities Marketplace EquityZen Connects with RIAs and Family Offices in Partnership with Addepar

EquityZen is broadening pre-IPO access to RIAs and Family Offices through a new partnership with Addepar, according to a note from the company. Addepar is a Wealthtech management platform that specializes in data aggregation, analytics, and performance reporting. Currently, $1.7 trillion in assets are tracked… Read More

Fintech Wealth Management Firm Addepar Acquires $40 Million Investment from WestCap Group

WestCap Group, a private equity firm, has reportedly invested $40 million into Addepar, a Fintech wealth management platform. Laurence Tosi, founder and managing partner at WestCap, who has been a member of Addepar’s board of directors for the past two years, led the investment deal…. Read More

Operating System for Wealth Managers Addepar Raises $140 Million

Last week it was announced that fintech wealth management platform Addepar had raised $140 million in its Series D round of funding. The funding round was led by Valor Equity Partners, 8VC and investment manager Harald McPike. Operating System for Wealth Managers Based in Mountain… Read More

Addepar Launches Investment Platform For Morgan Stanley’s Private Wealth Teams

Addepar announced on Tuesday it formed a partnership with Morgan Stanley to deliver its investment management platform to Morgan Stanley’s private wealth management teams.  Morgan Stanley private wealth management teams will reportedly use Addepar’s data aggregation, performance reporting and client portal to do sophisticated analysis and… Read More

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