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 ...

LONDON, June 3, 2025 /PRNewswire/ -- HSBC UK Private Banking is the first major UK bank to adopt Addepar's leading software platform designed specifically for wealth managers. This follows adoption in ...

Inside Addepar, a quarterly update of Addepar platform developments, research insights and client, partner and company announcements has been released. Addepar says that it just “completed a strong ...

Addepar, a wealth management technology platform, is charging into 2025 with several key updates that aim to enhance efficiency, improve insights, and strengthen client relationships for investment ...

Addepar, the wealth management, analytics and alternatives aggregation platform provider, has launched Addepar Data Exchange. This new managed data environment is meant to enable wealth management ...

NEW YORK, May 22, 2026 /PRNewswire/ -- Addepar, the foundational data and AI platform trusted by financial professionals globally, unveiled new AI, data and workflow automation capabilities at ...

Addepar is a global technology and data company that works with investment professionals to provide the most informed, precise guidance for their clients. Hundreds of thousands of users have entrusted ...