Tagged: addepar

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

October 2, 2023 @ 7:27 pm By Omar Faridi  |  

Addepar has shared key platform updates, research insights and the latest client, partner and company developments. This month, Addepar is highlighting updates that will “enable firms to run reports at enterprise scale, as well as Client Portal improvements that offer more flexibility and functionality to… Read More

August 26, 2023 @ 3:32 pm By Omar Faridi  |  

The Addepar platform has shared updates, research insights and client, partner and company developments. In August, Addepar made their Help Center more accessible by “bringing it in-app and introduced group automation to simplify and streamline group management.” Addepar released new research “on manager selection in… Read More

August 21, 2023 @ 11:34 pm By Omar Faridi  |  

The team at Addepar recently held a discussion with Three Bridge Wealth Advisors and Navigator’s Rajiv Sharma. Recently, Addepar sat down with the co-founders of Three Bridge Wealth Advisors, Brett Sharkey and Eric Thurber, and product lead for Navigator, Rajiv Sharma, in order “to glean… Read More

July 27, 2023 @ 8:26 pm By Omar Faridi  |  

Inside Addepar, a recap of key Addepar platform updates, research insights and client, partner and company developments, has shared that in July 2023, the firm introduced new product enhancements, which include “scheduling for daily reports and customizable charts in Navigator.” The Addepar Research team published… Read More

July 3, 2023 @ 6:52 pm By Omar Faridi  |  

Wealthtech firm Addepar has shared key updates, research insights and commented on client, partner and company developments. This past month, Addepar is highlighting “enhanced chart customization capabilities to uplevel reports, as well as the beta release of our in-app import tool to more efficiently bring… Read More

May 17, 2023 @ 4:54 pm By Omar Faridi  |  

The Addepar Research team leverages the power of Addepar’s unique, anonymized and aggregated data set “to help investors make smarter decisions, offer better advice and improve portfolio performance.” Research reports and insights are available to Addepar clients – leading firms in the investment and wealth… Read More

April 23, 2023 @ 9:20 pm By Omar Faridi  |  

Wealthtech firm Addepar has shared their monthly update of activity on their platform along with research insights and client, partner and company developments. Addepar is introducing a visualized ownership structure along with a Global Security Master Entity Name attribute that “enables users to see total… Read More

April 11, 2023 @ 8:09 am By Omar Faridi  |  

Wealthtech Addepar recently shared key platform developments, research insights and client, partner and company updates. As noted in a blog post, Addepar Navigator continues “to generate interest from their clients as a tool for managing liquidity for portfolios with significant investments in private capital assets.”… Read More

March 21, 2023 @ 9:37 pm By Omar Faridi  |  

With their continued growth and drive to serve clients globally, Addepar is opening a new office in Pune, India. Establishing a presence in India will enable Addepar to increase their investments in research and development (R&D) and support “an increasingly global client base.” This expansion… Read More

February 19, 2023 @ 1:28 pm By Omar Faridi  |  

In February, Addepar gained additional insight into the latest market moves in their Investor Sentiment Index and Q4 2022 Secondary Market Pricing Scorecard. Addepar is debuting a new portfolio search bar in Analysis and Reporting and “offering Addepar users access to the Global Industry Classification… Read More

December 28, 2022 @ 8:38 am By Omar Faridi  |  

In December 2022, Addepar is introducing a new way “to spotlight key performance metrics in the Client Portal for web with changes to mobile slated for next month.” Addepar is also pleased “to announce individual table and chart filters in Analysis views.” You’ll also “find… Read More

November 20, 2022 @ 6:21 pm By Omar Faridi  |  

Addepar has shared the latest updates as they pertain to the Addepar platform, as well as key insights from their proprietary, “anonymized” and aggregated data set, along with highlights from their client community; and updates about their team at Addepar. In November, they’re taking a… Read More