News results for Addepar
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
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.
Adhesion Wealth, Addepar Ink Partnership
The North American firms are joining forces.
What's New In Investments, Funds? - Addepar, iCapital, Griffin
The latest offerings in investments, such as funds and structured products, and other notable
Addepar Closes $117 Million Funding Round
The funding round was led by WestCap Group, and involved a number of other prominent investment
What's New In Investments, Funds? - Addepar
The latest in funds and investment news from across North America.
What's New In Investments, Funds? - Addepar, Oranj
The latest in funds and investment news from across North America.
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.
Digital Digest: The Latest Tech News - Indyfin, Addepar
The latest technology news in the wealth management sector from around the world.
Addepar Names Ex-FactSet Senior Figure As CPO
Nilsson joins the firm after a 23-year stint at FactSet.
Comment & Analysis results for Addepar
Award Winners
WealthTalk - Awards Videos
WealthBriefing MENA Awards – The View From Apex Group
Duration: 3.43m
WealthTalk - From The Editor’s Desk Videos
WEALTH TALK: How Russia's Invasion Of Ukraine Might Affect Wealth Management
Duration: 6.42m
WealthTalk - Expert View Videos
WEALTH TALK: A Matter Of Faith: Wealth Management In A Catholic Way
Duration: 10.80m