Tagged: addepar

January 10, 2021 @ 4:30 pm By Omar Faridi  |  

US-based wealth management tech platform Addepar notes that for many years, wealth managers have had important questions that have been “surprisingly difficult to answer.” For instance, they want to know what exactly they own in their portfolios and where they own these assets. Wealth managers… Read More

December 28, 2020 @ 11:28 pm By Omar Faridi  |  

Wealth management tech platform Addepar notes that the broader financial industry had to deal with “extraordinary challenges.” The Fintech firm pointed out that local economies and communities have been “deeply affected by the fallout from this global pandemic.” The Addepar team now believes that it’s… Read More

November 18, 2020 @ 3:18 pm By Samantha Hurst  |  

Addepar, a U.S.-based wealth management platform, announced on Wednesday it secured $117 million through its Series E funding round, which was led by WestCap Group with participation from 8VC. Founded in 2009, Addepar describes itself as a wealth management platform that specializes in data aggregation, analytics,… Read More

May 19, 2020 @ 2:58 pm By JD Alois  |  

EquityZen is broadening pre-IPO access to RIAs and Family Offices through a new partnership with Addepar, according to a note from the company. Addepar is a Wealthtech management platform that specializes in data aggregation, analytics, and performance reporting. Currently, $1.7 trillion in assets are tracked… Read More

March 23, 2020 @ 8:24 am By Omar Faridi  |  

WestCap Group, a private equity firm, has reportedly invested $40 million into Addepar, a Fintech wealth management platform. Laurence Tosi, founder and managing partner at WestCap, who has been a member of Addepar’s board of directors for the past two years, led the investment deal…. Read More

June 13, 2017 @ 7:04 am By Jonathan Nieh  |  

Last week it was announced that fintech wealth management platform Addepar had raised $140 million in its Series D round of funding. The funding round was led by Valor Equity Partners, 8VC and investment manager Harald McPike. Operating System for Wealth Managers Based in Mountain… Read More

January 10, 2017 @ 11:10 am By Samantha Hurst  |  

Addepar announced on Tuesday it formed a partnership with Morgan Stanley to deliver its investment management platform to Morgan Stanley’s private wealth management teams.  Morgan Stanley private wealth management teams will reportedly use Addepar’s data aggregation, performance reporting and client portal to do sophisticated analysis and… Read More