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

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, ...

A new wave of techno-optimist patriotism and rising geopolitical tensions are driving more venture capital investing to ...

Addepar is a cloud-based solution designed to assist family offices in centralizing financial information by streamlining and optimizing operations across data aggregation, analysis and reporting ...

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.

The number of American households that earn $1 million or more annually grew by 446% between 2017 and 2022 to 136,697, according to research from Point2, an online real estate marketplace. Of the ...

Balancing operational demands with high-touch client service is a common hurdle wealth managers face – even when new technologies can be deployed now to optimize operational efficiency and drive ...

A leading company working on fintech, data, and software solutions, Addepar has built a platform to manage investment, professional wealth, and assets. They serve over 850 leading companies across ...

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