Tagged: eric poirier

RBC Wealth Management-U.S. and Addepar Offer Advanced Data Capabilities for Financial Advisors

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

Trillion Dollar Asset Manager Addepar Appoints CFO After Record Year of Business Growth

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

Wealthtech Addepar has Raised Nearly $500M to Date, Now Tracking Over $2.9T in Assets

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

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

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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