Feb 19, 2025
Addepar Introduces Cutting-Edge Solutions for Managing Alternatives
Sep 24, 2024
Addepar Launches Powerful Trading Solution, Intuitive Dashboards, and Enhanced Design to Bring Data to Life
May 23, 2024
Corient Selects Addepar in Transformative Partnership
Sep 24, 2020
Addepar Introduces Investor Sentiment Index
Aug 04, 2020
Addepar Named the Leading Multi-Segment Provider in Portfolio Management and Reporting by Aite Group
Jun 17, 2020
Addepar Appoints Ruchir Swarup as Chief Technology Officer
May 04, 2020
Addepar Announces Alternatives Marketplace
Apr 09, 2020
Addepar Introduces Pricing Assurance Program to Support RIAs
Mar 19, 2020
Addepar Announces $40 Million in New Financing
Feb 19, 2020
Addepar Broadens Reach with Expanded Offerings for RIAs
Nov 12, 2019
Girls in Tech Bolsters Board of Advisors with New Appointments
Jul 30, 2019
Addepar Streamlines Financial Planning For RIAs With Three Key Integrations
Jun 20, 2019
Addepar Partners with Mirador to Bring Best-in-Class Reporting to More RIAs
Jun 12, 2019
Addepar Launches Mobile App To Enhance The Digital Wealth Management Experience
May 16, 2019
KDK Private Wealth Management launched by Kamden D. Kanaly
Mar 27, 2019
Addepar Doubles Down on Service Offering and Expands Senior Services Leadership to Enable Diversifying Client Base
Aug 01, 2018
Gentech, LLC Announces Major Investment in Axiom UMA Platform
May 17, 2018
Summit Equities Selects HiddenLevers for Inclusion in Next-Gen Technology Platform for Advisors
Aug 09, 2017
Addepar's Growth Accelerates, Marked by AltX Acquisition and $140 Million Funding Round in Q2
Jul 26, 2017
Addepar Deepens Integration with Schwab; Joins OpenView Gateway