News, Comment & Analysis results for Addepar
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,
Risclarity Steps Up Strategic Marketing, Business Development
Risclarity – established 14 years ago – delivers reporting technology for family offices and
Solving The Family Office Data Problem
Our US correspondent reports on views on fintech held by industry figures at a summit organized by
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.
Comment & Analysis results for Addepar
Award Winners
WealthTalk - Awards Videos
WealthTechAsia Awards 2021 – UBS
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WealthTalk - From The Editor’s Desk Videos
WEALTH TALK: UK Millionaires And Non-Doms Depart – The Impact
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WealthTalk - Expert View Videos
WealthTalk – "Autocracy Risk" And What It Means For Investors
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