Tag : Addepar

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 Desk0437
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 Desk0567
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
Fintech Fintech Funding Investment Services News

Addepar Raises $117M in Series E Funding

Fintech News Desk
by Fintech News Desk0759
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 Desk0455
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 Desk0531
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 Desk0517
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......
goeasy Ltd. Announces Appointment of Farhan Ali Khan as Senior Vice-President of Corporate Development and Investor Relations
Capital Markets Fintech News

Addepar Announces Alternatives Marketplace

Fintech News Desk
by Fintech News Desk0521
Marketplace makes it easy to view, transact and manage financial products through an integrated digital experience Addepar, a leading technology platform for wealth management, announced the launch of Marketplace. This new application within the Addepar platform allows clients to view and assess a range of offerings and digitally initiate transactions......
Computer Guidance Corporation and Nvoicepay™ Execute Partnership Agreement Delivering Integrated Payment Automation Solutions for Commercial Contractors
Capital Markets Fintech News

Addepar Introduces Pricing Assurance Program to Support RIAs

Fintech News Desk
by Fintech News Desk0424
Addepar Assurance offers pricing credit to RIAs amid market volatility Addepar, a leading technology platform for wealth management, announced Addepar Assurance, a program designed to make it easier for new clients to gain access to Addepar’s platform during challenging market conditions. The program provides credit for new clients to offset......
AmBank Group implements Kamakura Risk Manager for Basel 3 LCR and NSFR
Fintech News Risk Management

Addepar Announces $40 Million in New Financing

Fintech News Desk
by Fintech News Desk0462
Investment from WestCap Group to support continued business growth Addepar, a leading technology platform for wealth management, announced an investment of $40 million by WestCap Group (“WestCap”). The investment was led by Laurence Tosi (“L.T.”), a member of Addepar’s Board of Directors for the past two years as well as WestCap’s founder and managing partner, and by Scott Ganeles,......
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