Corient Private Wealth, a US wealth management firm catering to high- and ultra-high-net-worth clients, has chosen Addepar, a ...

Addepar, a global technology and data company for investment professionals, announced today that it has been selected by Corient Private Wealth LLC ("Corient"), a leading U.S. wealth management firm ...

Addepar, a technology firm which serves wealth and asset management companies, announced Wednesday that it had surpassed $5 ...

FACC, an insurance group, is asking to delay implementation until its existing lawsuit against Labor is resolved.

By purchasing United Capital and onboarding its retail-focused wealth advisors, Goldman could diversify its client base while ...

One Capital Management (OCM) is now well poised to handle its multicurrency billing and trading. Arcons also provided ...

Currently, the firm’s enterprise tech ecosystem includes Addepar, a holistic performance reporting solution, and Salesforce ...

Addepar: A wealth management platform that infuses transparency into complex financial information across functions and reporting, Addepar connects data, family office technology and people.

Don’t miss this opportunity to discuss the unique challenges and opportunities facing the RIA industry in 2024 with Requisite Capital Management’s Bryn Talkington and Addepar’s Rob Sheahan.

This Addepar led discussion will cover Tools that can power organic and advisor acquisition-led growth Technology trends that market leaders are applying to their practices Tips that any growth ...

A website hid a 'bottle of good wine' in its T&Cs to be sent to the first person who spotted it. It… ...

The company has developed fit-for-purpose technology solutions for its clients. A leading company working on fintech, data, and software solutions, Addepar has built a platform to manage investment, ...