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Addepar Announces $150M Investment By D1 Capital Partners, Exceeding $2B Valuation
Company Info
Company news
Tue, 24 Sep 2024 07:00:00 GMT
Addepar Launches Powerful Trading Solution, Intuitive Dashboards, and Enhanced Design to Bring Data to Life - PR Newswire
Thu, 19 Sep 2024 07:00:00 GMT
Itaú Private Partners with Addepar to Deliver a Comprehensive Global Investment Solution - PR Newswire
Wed, 16 Nov 2022 08:00:00 GMT
UBS Partners With Addepar and Mirador to Deliver Comprehensive Wealth Analysis and Reporting for Ultra High Net Worth Clients - Business Wire
Fri, 22 Oct 2021 07:00:00 GMT
After being 'blown away' by AdvisorPeak's engineering prowess, Addepar is buying the company to arm its clients with automated rebalancing software - RIABiz
Tue, 15 Jun 2021 07:00:00 GMT
Addepar Valued at $2.17 Billion as Investors Bet on Wealth-Management Tech - The Wall Street Journal
Wed, 04 Oct 2023 07:00:00 GMT
Serial Entrepreneur Joe Lonsdale on Breaking Into the RIA Market - Wealth Management
Mon, 09 Aug 2021 07:00:00 GMT
Fintech company Addepar opens its expanded offices in Midtown for the post-pandemic era (PHOTOS) - The Business Journals
Fri, 22 Oct 2021 07:00:00 GMT
Addepar acquires AdvisorPeak to streamline portfolio rebalancing and trading for wealth managers - PR Newswire
Thu, 11 May 2023 07:00:00 GMT
Addepar Earns "Best in Class" in the 2023 Aite Matrix: RIA Portfolio Management and Reporting Systems - PR Newswire
Fri, 07 Aug 2020 07:00:00 GMT
Eric Poirier of Addepar is a 40 Under 40 honoree for 2020 - The Business Journals
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