News, Comment & Analysis results for Addepar
Canoe Intelligence Makes Senior Hires
The appointments support Canoe's global business and product expansion plans in commercial and
A Source Of Calm In Rough Markets – A Conversation With Canoe
The US-headquartered firm has been winning awards, building a presence beyond its home market and
Mirador Completes Fusion Financial Partners Acquisition
The announcement adds to a number of acquisitions that have been completed early this year.
New Multi-Family Office Is Launched
The new MFO, with offices in the US East Coast, oversees about $5 billion of client money.
UBS Rolls Out New UHNW Consolidated Assets, Liabilities View
The bank, working with Addepar and Mirador, has launched a way for UHNW clients to see assets and
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
NEWS ANALYSIS: Should Envestnet Be Worried?
This news service delves into what has been a tumultuous year for Envestnet, one of the largest
Taking The Pain From Family Office's Data Chores
The chores of paying bills, keeping ledger records, reporting on investments, capital calls and
US Wealth Managers Build M&A Joint Venture Arm
The JV will target opportunities arising in the middle-market space.