News, Comment & Analysis results for Addepar
Digital Digest: The Latest Tech News – Fi3 Advisors, Opto Investments
The latest technology news in the wealth management sector from around the world.
Family Offices Face Protection Paradox: Cybersecurity Forum
In the second of a series of reports, our US correspondent spells out more of the discussions
The Family Office Blueprint For Tomorrow – Interactive Session Report
Here is a summary of a family office-focused interactive session held at this publication's recent
Digital Digest: The Latest Tech News – Addepar
The latest technology news in the wealth management sector from around the world.
Addepar Adds Growth Muscle With $230 Million Fundraise
Addepar, which says its clients use its platform to advise and run more than $7 trillion of assets,
The Need For A Conduit To Connect Private Markets With Investor Demand
There have been major changes in how investors gain access to private markets but significant
Family Offices’ Digital Progress, Challenges Under Summit Microscope
Following is an overview of the sessions, speakers and topics discussed at last week's family
ANALYSIS: Envestnet’s Future Under Bain Capital
Our US correspondent gets deep into the details of changes taking place at the firm that has been
Preview: The FWR Family Office Fintech Summit 2024
In October, the publisher of this news service will be hosting the ninth annual fintech summit for
Industry Expects Envestnet Restructuring After Bain Purchase
Our US correspondent delves into the story behind Bain Capital's purchase of Envestnet this week,