News results for Addepar

Technology
November 1, 2022

HSBC's US Private Bank Chooses Addepar Platform

The deal means that Addepar adds to a roster of more than 800 clients, including banks, family

M and A
October 25, 2021

Deals Of The Day: The Latest In Wealth Management M&A - Addepar, AvisorPeak

The latest merger and acquisition transactions in the North American wealth management industry.

Strategy
September 1, 2021

Adhesion Wealth, Addepar Ink Partnership

The North American firms are joining forces.

Asset Management
June 17, 2021

What's New In Investments, Funds? - Addepar, iCapital, Griffin

The latest offerings in investments, such as funds and structured products, and other notable

Reports
November 19, 2020

Addepar Closes $117 Million Funding Round

The funding round was led by WestCap Group, and involved a number of other prominent investment

New Products
October 12, 2020

What's New In Investments, Funds? - Addepar

The latest in funds and investment news from across North America.

Asset Management
May 5, 2020

What's New In Investments, Funds? - Addepar, Oranj

The latest in funds and investment news from across North America.

Reports
March 20, 2020

Digital Digest: The Latest Tech News - Addepar, WestCap

The Silicon Valley-based firm said that it will use the latest financing round to fund expansion.

Technology
February 20, 2020

Digital Digest: The Latest Tech News - Indyfin, Addepar

The latest technology news in the wealth management sector from around the world.

People Moves
October 9, 2019

Addepar Names Ex-FactSet Senior Figure As CPO

Nilsson joins the firm after a 23-year stint at FactSet.

Comment & Analysis results for Addepar