Tag : Eric Poirier

Addepar Appoints Peter O'Brien as Chief Revenue Officer and Janeen France as the Company's first Chief Client Officer
Finance Investments News

Addepar Appoints Peter O’Brien as Chief Revenue Officer and Janeen France as the Company’s first Chief Client Officer

PR Newswire
by PR Newswire0
New executive leadership strengthens client focus and furthers Addepar’s global growth investment Addepar, the global technology and data platform for investment professionals, announced the appointments of two long-tenured internal leaders. Peter O’Brien is appointed Chief Revenue Officer and Janeen France is appointed the company’s first Chief Client Officer, further advancing......
HSBC UK Private Banking partners with Addepar to provide brand-new client reporting experience
Banking Finance Fintech News

HSBC UK Private Banking partners with Addepar to provide brand-new client reporting experience

PR Newswire
by PR Newswire0
HSBC UK Private Banking is the first major UK bank to adopt Addepar’s leading software platform designed specifically for wealth managers. This follows adoption in the US Private Bank, with rollout in the Channel Islands and Luxembourg to come later this year. HSBC UK Private Banking serves domestic and international ultra and high net......
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......
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