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Addepar news (86) 사진

Addepar knocking on the $6T AUM door as their shares trade at a steep discount to their Series F | PM Insights

Addepar 101

Addepar receives $40 million investment for fintech development. | Financial Planning

Addepar Review: What Do Real Users Say?

Advisor Services

Analysis & Reporting

Product Update: Addepar Integration — Asset-Map

Addepar | LinkedIn

HSBC UK Private Banking Partners With Addepar to Provide Brand-New Client Reporting Experience

Drag-and-Drop Investment Reporting Tool | Portfolio Management Software | Addepar

Addepar is delighted to welcome Alpha FMC to our partner program as a services partner. As an extension of our implementation organization, Alpha brings proven consulting and technology expertise to Addepar clients.

Addepar Competitors: 6 Alternative Tools for Managing Wealth (DIY and Pro)

Monetizing Your Addepar Equity Tax Free - Valur

Addepar Archives - GlobalFinTechSeries

Addepar Valued at $3.25B in Series G Funding Round

Brand Work - Sarah Rineer Design

Addepar and Motif raise new capital, ShareFile updates, and my final Morningstar Advisor column

Itaú Private Bank pairs up with Addepar

Product Update: Addepar Integration — Asset-Map

Addepar acquires Arcus to boost AI capabilities

Analysis & Reporting

Addepar is a sponsor at Future Proof Festival. Be sure to stop by booth 505 to learn more about how Addepar can help you deliver scalable service and address evolving client demands.

Addepar, a wealth management startup launched by the co-founder of Palantir, is the latest fintech to cut jobs | Fortune

Getting Started: Addepar & YCharts Custom Securities Integration

Buy Addepar Stock — IPO CLUB

Addepar Acquires AI Workflow Automation Startup Arcus

Addepar helps RIA Targeting Digital Assets and Private Markets — IPO CLUB

Addepar is heading to Denver, CO for IMPACT®2025! Our team is excited to connect with advisors, partners and industry leaders shaping the next era of wealth management. Come say hello at the

3 Key Benefits of Using Practifi and Addepar - The Wealth Mosaic

Wealth management data startup Addepar raises $140 million | Reuters

Company News Archives - WealthHub Solutions

Addepar | WestCap

WestCap Group Invests $40 Million in Addepar

Addepar: Transforming Informed Investment Decisions

Wealth Managers Enlist Spy Tools to Map Portfolios - The New York Times

Innovations in Fintech: Addepar CEO Eric Poirier | www.hbscny.org

Addepar raises $230M, hits $3.25B valuation - New York Business Journal

Addepar Raises $230 Million at $3.25 Billion Valuation in Series G Investment Round

Joe Lonsdale on building the American century though innovation

Addepar secures $230M in series G funding - Private Banker International

Advisor Services

Analysis & Reporting

Network 1 Financial Securities: Recent Transactions

WealthStack Roundup: News From Bento Engine, Holistiplan and Addepar

Report Generation

Addepar - Company Profile — Valor

Addepar - Features, Reviews & Pricing (January 2026)

Addepar opens its expanded offices in Midtown for the post-pandemic era - New York Business Journal

Addepar raises $230M, hits $3.25B valuation - New York Business Journal

Addepar - Features, Reviews & Pricing (January 2026)

Addepar CEO says investors want better returns, fear volatility | Reuters

Outsourcing Family Office Services - Addepar, Susan McDermott

Addepar raises $140 million to help rich people manage their assets | VentureBeat

Addepar Launches Powerful Trading Solution, Intuitive Dashboards, and Enhanced Design to Bring Data to Life

Addepar: Transforming Informed Investment Decisions

Addepar is delighted to announce the opening of our new office in Pune, India. Located in the vibrant Kalyani Nagar, this state-of-the-art facility is a key hub for global R&D and operations,

Addepar - Real-time visibility into financial holdings | Plaid

HSBC UK Private Banking partners with Addepar to provide brand-new client reporting experience | Disruption Banking

Addepar Review: Pros, Cons, Features, and Pricing

Addepar Accelerates Platform Innovation with Strategic Acquisition and Continued $100 Million+ Annual R&D Investment

Vanilla + Addepar Partnership: New integration simplifies estate planning | Vanilla

Addepar update, Q3 2024 — IPO CLUB

Addepar Culture | Comparably

Addepar Helps Money Managers Track Where Clients Invest: CEO Eric Poirier

Wealth management software Addepar hits $3.25B valuation in new mega-round (TWIF 5/17)

Report: Addepar Business Breakdown & Founding Story | Contrary Research

WealthHub Joins Addepar Partner Program - WealthHub Solutions

Addepar Review: What Do Real Users Say?

Report: Addepar Business Breakdown & Founding Story | Contrary Research

Addepar lands $230m Series G at $3.25bn valuation

Addepar 101

Last week, Addepar sponsored the Uruguay Kick Off 2025. We showcased our current partnerships in the local market at our booth and tables. We also discussed wealth management trends and outlook with… |

Generated Reports

Addepar - applicant tracking system — SAMANTHA CHIU

WealthTech firm Addepar raises $230m in Series G to support global growth

Addepar Integration: Simplified Risk Analysis with StratiFi New

Behind the Reports: How We Set Up Addepar

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