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, ...

(The company's fourth cofounder, JD Ross, 26, joined from investment-management technology firm Addepar, and works on Opendoor's seller experience.) The valuation model takes into account ...

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 defense tech industry is attracting more funding from venture capital investors. This recent wave is driven by investors' techno-optimist patriotism and geopolitical tensions. From 2021 to ...

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

Your article was successfully shared with the contacts you provided. Focus Financial Partners has named Michael Nathanson as its new CEO. Nathanson, who’s been serving as the firm’s president ...

Your article was successfully shared with the contacts you provided. When it comes to financial advisors’ value-add model in 2024, traditional approaches may not be ideal. That’s the ...

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 ...