Tagged: eric poirier

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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