Addepar

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Addepar is a global technology and data company that helps investment professionals provide the most informed, precise guidance for their clients. Hundreds of thousands of users have entrusted Addepar to empower smarter investment decisions and better advice over the last decade. With client presence in more than 50 countries, Addepar's platform aggregates portfolio, market and client data for over $8 trillion in assets. Addepar's open platform integrates with more than 100 software, data and services partners to deliver a complete solution for a wide range of firms and use cases. Addepar embraces a global flexible workforce model with offices in New York City, Salt Lake City, Chicago, London, Edinburgh, Pune and Dubai.

Company Details

Employees
1.28K
Founded
-
Address
335 Madison Avenue, New York,new York 10017,united States
Phone
855-464-6268
Email
in****@****par.com
Industry
Software Development
NAICS
Software Publishers
HQ
New York, New York
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News

Addepar Raises $230M Series G at $3.25B Valuation - The SaaS News

Addepar Raises $230M Series G at $3.25B Valuation The SaaS News

Shaping the New Frontier of Finance - wealthmanagement.com

Shaping the New Frontier of Finance wealthmanagement.com

Addepar Raises $230 Million at $3.25 Billion Valuation in Series G Investment Round - PR Newswire

Addepar Raises $230 Million at $3.25 Billion Valuation in Series G Investment Round PR Newswire

Addepar acquires Arcus to boost AI capabilities - Private Banker International

Addepar acquires Arcus to boost AI capabilities Private Banker International

Addepar Acquires Arcus to Accelerate AI Innovation - AlleyWatch

Addepar Acquires Arcus to Accelerate AI Innovation AlleyWatch

The long, long Addepar incubation is giving way to profits, a $3.25-billion valuation and a 'G' round of $250 million that co-founder Joe Lonsdale is helping to fund - RIABiz

The long, long Addepar incubation is giving way to profits, a $3.25-billion valuation and a 'G' round of $250 million that co-founder Joe Lonsdale is helping to fund RIABiz

Addepar Valued at $3.25B in Latest Funding Round - wealthmanagement.com

Addepar Valued at $3.25B in Latest Funding Round wealthmanagement.com

HSBC Private Banking Extends Addepar Partnership Into the UK to Improve Investor Reporting - The Fintech Times

HSBC Private Banking Extends Addepar Partnership Into the UK to Improve Investor Reporting The Fintech Times

Addepar Accelerates Platform Innovation with Strategic Acquisition and Continued $100M+ Annual R&D Investment - PR Newswire

Addepar Accelerates Platform Innovation with Strategic Acquisition and Continued $100M+ Annual R&D Investment PR Newswire

Digital Digest: The Latest Tech News – Addepar - Family Wealth Report

Digital Digest: The Latest Tech News – Addepar Family Wealth Report

Wealth management platform Addepar valued at $3.25 bln in new funding round - Reuters

Wealth management platform Addepar valued at $3.25 bln in new funding round Reuters

Addepar Rolls Out New Alternatives Management Features - wealthmanagement.com

Addepar Rolls Out New Alternatives Management Features wealthmanagement.com

Addepar acquires AdvisorPeak to streamline portfolio rebalancing and trading for wealth managers - PR Newswire

Addepar acquires AdvisorPeak to streamline portfolio rebalancing and trading for wealth managers PR Newswire

Addepar Partners with Mirador to Bring Best-in-Class Reporting to More RIAs - PR Newswire

Addepar Partners with Mirador to Bring Best-in-Class Reporting to More RIAs PR Newswire

Addepar Raises $117M in Series E Funding - PR Newswire

Addepar Raises $117M in Series E Funding PR Newswire

Addepar Named the Leading Multi-Segment Provider in Portfolio Management and Reporting by Aite Group - PR Newswire

Addepar Named the Leading Multi-Segment Provider in Portfolio Management and Reporting by Aite Group PR Newswire

Addepar Announces $150M Investment by D1 Capital Partners, Exceeding $2B Valuation - PR Newswire

Addepar Announces $150M Investment by D1 Capital Partners, Exceeding $2B Valuation PR Newswire

Addepar Announces Don Nilsson as Chief Product Officer - PR Newswire

Addepar Announces Don Nilsson as Chief Product Officer PR Newswire

Addepar Announces Alternatives Marketplace - PR Newswire

Addepar Announces Alternatives Marketplace PR Newswire

Addepar Launches Mobile App To Enhance The Digital Wealth Management Experience - PR Newswire

Addepar Launches Mobile App To Enhance The Digital Wealth Management Experience PR Newswire

Addepar Introduces Investor Sentiment Index - PR Newswire

Addepar Introduces Investor Sentiment Index PR Newswire

Addepar Introduces Cutting-Edge Solutions for Managing Alternatives - PR Newswire

Addepar Introduces Cutting-Edge Solutions for Managing Alternatives PR Newswire

Itaú Private Partners with Addepar to Deliver a Comprehensive Global Investment Solution - PR Newswire

Itaú Private Partners with Addepar to Deliver a Comprehensive Global Investment Solution PR Newswire

Addepar Raises $230 Million To Drive Growth Globally - WealthBriefing

Addepar Raises $230 Million To Drive Growth Globally WealthBriefing

Addepar Launches Trading Platform - wealthmanagement.com

Addepar Launches Trading Platform wealthmanagement.com

3 Questions With Eric Poirier of Addepar - FA Mag

3 Questions With Eric Poirier of Addepar FA Mag

Addepar Surpasses $5 Trillion in Assets on its Platform, Boosted By Exceptional Client Growth - PR Newswire

Addepar Surpasses $5 Trillion in Assets on its Platform, Boosted By Exceptional Client Growth PR Newswire

Addepar: $230 Million G Round Raised At $3.25 Billion Valuation To Advance Data Platform - Pulse 2.0

Addepar: $230 Million G Round Raised At $3.25 Billion Valuation To Advance Data Platform Pulse 2.0

WealthTech firm Addepar raises $230m in Series G to support global growth - FinTech Global

WealthTech firm Addepar raises $230m in Series G to support global growth FinTech Global

Addepar Acquires AI Workflow Automation Startup Arcus - wealthmanagement.com

Addepar Acquires AI Workflow Automation Startup Arcus wealthmanagement.com

Addepar's strategy balloons AUA $1 trillion in past year, near half of it from RIAs but its greenfield opportunity is still big - RIABiz

Addepar's strategy balloons AUA $1 trillion in past year, near half of it from RIAs but its greenfield opportunity is still big RIABiz

Addepar Valued at $2.17 Billion as Investors Bet on Wealth-Management Tech - The Wall Street Journal

Addepar Valued at $2.17 Billion as Investors Bet on Wealth-Management Tech The Wall Street Journal

Addepar Seeks Funding at $3.25 Billion Pre-Money Valuation - Bloomberg.com

Addepar Seeks Funding at $3.25 Billion Pre-Money Valuation Bloomberg.com

After raising $230m, Addepar eyes AI - Citywire

After raising $230m, Addepar eyes AI Citywire

Addepar acquires AI workflow startup - Citywire

Addepar acquires AI workflow startup Citywire

Data-driven wealth fintech Addepar is looking to fill 100 open jobs after nabbing $150 million from hedge fund D1 - businessinsider.com

Data-driven wealth fintech Addepar is looking to fill 100 open jobs after nabbing $150 million from hedge fund D1 businessinsider.com

Addepar Appoints Chief Financial Officer Following Record Year of Growth - PR Newswire

Addepar Appoints Chief Financial Officer Following Record Year of Growth PR Newswire

Addepar’s Global Expansion Accelerates with New Switzerland Office - FF News | Fintech Finance

Addepar’s Global Expansion Accelerates with New Switzerland Office FF News | Fintech Finance

Addepar hits $2 trillion of RIA assets and $5 trillion of 'overseen' assets but still burns through $100 million annually for R&D, with an eye to $250 trillion of global consumer assets - RIABiz

Addepar hits $2 trillion of RIA assets and $5 trillion of 'overseen' assets but still burns through $100 million annually for R&D, with an eye to $250 trillion of global consumer assets RIABiz

Addepar Acquires Trading and Rebalancing Platform AdvisorPeak - wealthmanagement.com

Addepar Acquires Trading and Rebalancing Platform AdvisorPeak wealthmanagement.com

Addepar: Acquisition Of Enterprise AI Workflow Company Arcus - Pulse 2.0

Addepar: Acquisition Of Enterprise AI Workflow Company Arcus Pulse 2.0

After being 'blown away' by AdvisorPeak's engineering prowess, Addepar is buying the company to arm its clients with automated rebalancing software - RIABiz

After being 'blown away' by AdvisorPeak's engineering prowess, Addepar is buying the company to arm its clients with automated rebalancing software RIABiz

Series G - Addepar - Crunchbase

Series G - Addepar Crunchbase

Addepar, a wealth management startup launched by the co-founder of Palantir, is the latest fintech to cut jobs - Fortune

Addepar, a wealth management startup launched by the co-founder of Palantir, is the latest fintech to cut jobs Fortune

Fintech Firm Addepar Expanding Digs at 335 Madison Avenue - Commercial Observer

Fintech Firm Addepar Expanding Digs at 335 Madison Avenue Commercial Observer

Addepar IPO, an overview - Cantech Letter

Addepar IPO, an overview Cantech Letter

Addepar raises $140 million so more of the ultra rich can know exactly what they're doing with their money - TechCrunch

Addepar raises $140 million so more of the ultra rich can know exactly what they're doing with their money TechCrunch

Wealth Managers Enlist Spy Tools to Map Portfolios (Published 2014) - The New York Times

Wealth Managers Enlist Spy Tools to Map Portfolios (Published 2014) The New York Times

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