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
Read more in: Fintech, Investment Platforms and Marketplaces | Tagged addepar, atish davda, equityzen, forge global, phil haslett, sharespost