AdvisorPeak, the independent rebalancing and trading technology firm launched three years ago, has gone from plucky startup to being acquired by a wealth management platform juggernaut. While terms of ...

Wealthtech company Addepar is spending some of the money it raised over the summer to buy AdvisorPeak, which builds trading and rebalancing software for financial advisors. Processing Content ...

Jon Porter has used Addepar since 2010. Kicked out of the pilot-user nest last year, he is now a paying customer. Key Points Addepar deepens RIA focus, enhancing service and integrating with platforms ...

Eric Poirier: We’re investing more than $100 million a year in R&D – an investment that can outstrip everyone combined. Brooke's Note: Addepar has never been like any other company we write about. It ...

Addepar, the data platform for wealth, investment, and asset management, announced the acquisition of Arcus, an enterprise AI workflow platform. Terms of the transaction were not disclosed. “Addepar ...

SINGAPORE, April 14, 2026 /PRNewswire/ -- Addepar, a global data and AI platform for investment professionals, today announced the opening of its Singapore office, establishing the city-state as its ...

NEW YORK, May 7, 2026 /PRNewswire/ -- Addepar, a global data and AI platform for investment professionals, today announced the launch of Addepar Data Exchange (ADX), a managed data environment within ...

Addepar has launched Addepar Data Exchange (ADX), a managed data environment designed to help wealth management firms unify fragmented data and deploy artificial intelligence at scale across their ...

Addepar, the provider of data collection and monitoring services for the financial industry (it’s Palantir’s somewhat less ethically compromised cousin), has raised a whopping $140 million in its ...

Addepar is a fintech valued at more than $2 billion with $2.7 trillion in client assets on its platform. Photo provided by Addepar To continue reading this content ...

Addepar, the technology platform provider to RIAs and wealth managers, has raised $230 million in its Series G funding round, which valued the company at $3.25 billion. The round was led by ...

One week after the pandemic was declared in March 2020, Addepar, the wealth management-tech startup based in Mountain View, California, made an unlikely announcement: it had just raised $40 million in ...