Tag : Addepar

Addepar Accelerates Platform Innovation with Strategic Acquisition and Continued $100 Million+ Annual R&D Investment
Fintech Investment Services News

Addepar Accelerates Platform Innovation with Strategic Acquisition and Continued $100 Million+ Annual R&D Investment

PR Newswire
by PR Newswire0
Acquisition of Arcus Deepens Addepar’s AI Capabilities Across Its Open Platform, Delivering Enhanced Value to Clients Globally Addepar, the leading technology and data platform for wealth, investment, and asset management, announced the acquisition of Arcus, an innovator in enterprise AI workflows. This strategic move accelerates Addepar’s technology roadmap to embed......
Addepar-Raises-$230-Million-at-$3.25-Billion-Valuation-in-Series-G-Investment-Round
Finance Fintech Investments News

Addepar Raises $230 Million at $3.25 Billion Valuation in Series G Investment Round

PR Newswire
by PR Newswire0
Vitruvian Partners and WestCap Co-Lead Round with Support from 8VC, Valor Equity Partners and EDBI Addepar, a leading global technology and data platform that investment professionals rely on to make the most informed, data-driven investment decisions, announced today the closing of its $230 million Series G investment round. The round......
Addepar Introduces Cutting-Edge Solutions for Managing Alternatives
Fintech Investment Services News

Addepar Introduces Cutting-Edge Solutions for Managing Alternatives

PR Newswire
by PR Newswire0
New Platform Capabilities Improve Efficiency, Accuracy, and Insights for Portfolios with Alternative Investments Addepar, a leading global technology and data platform for investment professionals, announced the launch of Alts Data Management, Private Fund Benchmarks, and cash flow forecasts in Navigator. These capabilities are purpose built to enhance data-driven decision-making and......
Addepar Launches Powerful Trading Solution, Intuitive Dashboards, and Enhanced Design to Bring Data to Life
Investment Services News Trading

Addepar Launches Powerful Trading Solution, Intuitive Dashboards, and Enhanced Design to Bring Data to Life

PR Newswire
by PR Newswire0
Addepar Elevates RIA Efficiency and Client Service with Powerful Platform Upgrades Addepar, a leading global technology and data platform for investment professionals, announced the launch of Addepar Trading, Dashboards, and other design enhancements to streamline advisor workflows and deliver deeper insights for clients. In today’s evolving market, these tools empower......
UBS Partners With Addepar and Mirador to Deliver Comprehensive Wealth Analysis and Reporting
Finance Fintech News

UBS Partners With Addepar and Mirador to Deliver Comprehensive Wealth Analysis and Reporting

Fintech News Desk
by Fintech News Desk0
UBS launched a new offering, in collaboration with Addepar and Mirador, that will provide UBS’s ultra high net worth clients in the US with a consolidated, real-time view of their entire portfolio across assets and liabilities, including traditional, non-traditional and illiquid assets. UBS’s financial advisors will now have access to......
Addepar Exceeds $2.5 Trillion in Assets on its Platform, Fueled by Record Client Growth
Digital Fintech News

Addepar Exceeds $2.5 Trillion in Assets on its Platform, Fueled by Record Client Growth

Fintech News Desk
by Fintech News Desk0
Former Valor Equity Partners executive and Salesforce alum David Obrand joins as President to expand client value and scale Addepar’s business globally Addepar, a leading technology platform for wealth management, today announced that assets on the platform have increased to more than $2.5 trillion, adding more than $15 billion in assets a week......
Addepar Raises $117M in Series E Funding
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Addepar Raises $117M in Series E Funding

Fintech News Desk
by Fintech News Desk0
Investment led by WestCap Group will support the expansion of Addepar’s industry-leading platform Addepar, a technology platform for wealth management, announced it has closed a $117 million Series E funding round, led by WestCap Group (“WestCap”). WestCap’s investment from its flagship Strategic Operator Fund was led by Laurence A. Tosi, WestCap’s Founder and Managing Partner......
Addepar Raises $117M in Series E Funding
Fintech Investment Services News

Addepar Introduces Investor Sentiment Index

Fintech News Desk
by Fintech News Desk0
First-of-its-kind financial index leverages aggregated and anonymized data to provide a reliable measure of risk sentiment among sophisticated investors Addepar, a technology platform for wealth management, introduced the Addepar Investor Sentiment IndexSM. An index of high- and ultra-high-net-worth (U/HNW) investor sentiment derived from U.S. equity transactions captured on the Addepar......
Addepar Raises $117M in Series E Funding
Fintech News

Addepar Named the Leading Multi-Segment Provider in Portfolio Management and Reporting by Aite Group

Fintech News Desk
by Fintech News Desk0
The Addepar platform is recognized for its unique ability to serve a full range of client firms and its continuous investment in innovation Addepar, a technology platform for wealth management, announced it was named a leader in the 2020 Aite Matrix for RIA Portfolio Management and Reporting Systems. The report......
Addepar Appoints Ruchir Swarup as Chief Technology Officer
Fintech News

Addepar Appoints Ruchir Swarup as Chief Technology Officer

Fintech News Desk
by Fintech News Desk0
Former BlackRock executive brings more than 20 years of global experience to head up technology at Addepar Addepar, a leading technology platform for wealth management, announced that Ruchir Swarup has joined the company as Chief Technology Officer. Swarup joins Addepar after serving for 19 years as Managing Director at BlackRock, the world’s largest......
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