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News, Comment & Analysis results for Addepar

Company Profiles
16 December 2025

Wealth Management Ferment Is Music To Addepar's Ears

We talk to the chief executive of Addepar, Eric Poirier, about the firm's strategy, his thoughts...

People Moves
24 November 2025

Addepar Makes Senior Appointments

Addepar, a New York-headquartered global technology and data platform for investment professionals,...

Financial Results
14 May 2025

Addepar Raises $230 Million To Drive Growth Globally

Addepar, which says clients use its platform to advise and run more than $7 trillion of assets,...

Technology
23 September 2024

Digital Digest: The Latest Tech News – Itaú Private, Addepar

The latest technology news in the wealth management sector from around the world. ...

Technology
25 September 2023

London & Capital Agrees Addepar Deal

The London-based firm, operating in a number of locations, has agreed to use the tech firm's...

Technology
19 January 2023

Digital Digest: The Latest Tech News – Artorius, Addepar

The latest technology news in the wealth management sector from around the world. ...

Comment & Analysis results for Addepar

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