Tagged: addepar

October 17, 2022 @ 6:23 pm By Omar Faridi  |  

Wealth management service provider Addepar has highlighted an important evolution for Addepar’s Salesforce integration, announced updates to their analysis tool, shared the latest investor sentiment derived from U.S. equity captured on the Addepar platform, and also provided additional resources for navigating the current market conditions…. Read More

August 29, 2022 @ 11:27 pm By Omar Faridi  |  

FitzRoy Investment Advisors is a multi-family office based in Miami, Florida. Addepar is an independent firm that “provides investment advice to high-net-worth families and individuals.” Nicole Sager of FitzRoy Investment Advisors notes that her favorite Addepar feature is their intuitive search tool, which “makes things… Read More

May 30, 2022 @ 5:17 pm By Omar Faridi  |  

WestCap made an investment in Addepar via its Strategic Operator Fund and as a partner at the firm, Jaime Hildreth has had a “front-row seat” to witness Addepar’s steady growth in recent years. Her experience at the “nexus” of technology and private capital markets brings… Read More

May 11, 2022 @ 7:50 am By Omar Faridi  |  

As a leader at an advisory or investment company, you may recognize the requirement to streamline your business by leveraging appropriate technology, data and services–but the “process of designing that stack has its challenges,” according to an update from Addepar. Does the proposed solution “handle… Read More

March 28, 2022 @ 12:17 am By Omar Faridi  |  

RBC Wealth Management-U.S. has a network of over 2,100 financial advisors in 180+ offices “managing $542 billion in client assets.” Their vision is “to provide best-in-class technology experiences for financial advisors through integration with Addepar’s platform.” Addepar provides RBC Wealth Management advisors “with robust data… Read More

March 7, 2022 @ 8:55 pm By Omar Faridi  |  

Addepar, a software and data platform “purpose-built” for investments, recently revealed that Eric Daniels has joined the firm as Chief Financial Officer. Daniels reportedly brings over 20 years of financial and operations executive leadership experience to Addepar, “with a focus on SaaS and data information… Read More

March 2, 2022 @ 11:27 pm By Omar Faridi  |  

Wealthtech firm Addepar is pleased to confirm that it has joined the Open Cap Table Coalition, which is a cross-industry group that is focused on enhancing the interoperability, transparency, and portability of “company capitalization data.” Addepar, along with industry professionals from across the tech and… Read More

January 3, 2022 @ 4:16 pm By Omar Faridi  |  

Addepar, a U.S.-based wealth manager with $2.5 trillion of assets on its platform, has shared a report that introduces their proprietary Investor Sentiment IndexSM. As explained by Addepar, the index measures or gauges investor sentiment using “detailed portfolio-level data” from the firm’s Wealthtech platform. The… Read More

July 30, 2021 @ 7:25 pm By Omar Faridi  |  

Addepar, a U.S.-based wealth manager with $2.5 trillion of assets on its platform, had secured $150 million in capital in June of this year. Addepar‘s management recently revealed that they’re planning to further expand business operations outside the US. The company confirmed that it’s hiring… Read More

July 2, 2021 @ 4:50 pm By Omar Faridi  |  

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

April 29, 2021 @ 10:27 pm By Omar Faridi  |  

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

April 8, 2021 @ 2:12 pm By Samantha Hurst  |  

    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

April 2, 2021 @ 2:24 pm By Omar Faridi  |  

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

February 1, 2021 @ 8:45 pm By Omar Faridi  |  

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

January 10, 2021 @ 4:30 pm By Omar Faridi  |  

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

December 28, 2020 @ 11:28 pm By Omar Faridi  |  

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

November 18, 2020 @ 3:18 pm By Samantha Hurst  |  

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

May 19, 2020 @ 2:58 pm By JD Alois  |  

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

March 23, 2020 @ 8:24 am By Omar Faridi  |  

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

June 13, 2017 @ 7:04 am By Jonathan Nieh  |  

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