Addepar, the wealth management, analytics and alternatives aggregation platform provider, has launched Addepar Data Exchange. This new managed data environment is meant to enable wealth management ...

LGT Wealth Management UK has selected Addepar to support its front-office operations and client servicing functions, reflecting a broader shift among wealth managers towards integrated data platforms ...

The information above is compiled from the publicly available data on the MCA website. To confirm any details or get the latest status, please consult the official Ministry of Corporate Affairs (MCA) ...

GENEVA, Oct. 1, 2025 /PRNewswire/ -- Addepar, the leading technology and data platform serving investment professionals, today announced the opening of its new office in Geneva, marking its fourth ...

纽约 2025年5月15日 -- Addepar是全球领先的技术和数据平台，深受投资专业人士信赖，助其做出最明智的数据驱动型投资决策。该公司今日宣布完成2.3亿美元的G轮融资。 本轮融资由总部位于伦敦的Vitruvian Partners和纽约的回归投资者WestCap联合领投，长期合作伙伴8VC ...

Addepar, a platform for investment professionals, has raised $230m in a Series G funding round, pushing its valuation to $3.25bn. The investment round was co-led by London-based Vitruvian Partners and ...

NEW YORK, May 13, 2025 /PRNewswire/ -- Addepar, a leading global technology and data platform that investment professionals rely on to make the most informed, data-driven investment decisions, ...

Vitruvian Partners and WestCap Co-Lead Round with Support from 8VC, Valor Equity Partners and EDBI "This investment round reflects the deep trust our investors have in our mission, and the exceptional ...

NEW YORK, Sept. 19, 2024 /PRNewswire/ -- Itaú Private, a leading provider of private banking services, has announced an exclusive partnership with Addepar, a global leader in technology and data ...

Addepar, a data reporting software for wealth managers, announced it had partnered with Corient, a Miami-based RIA with more than $160 billion in assets under management. Partnership is another step ...

Addepar is a wealth management platform known for its specialization in data aggregation, analytics, and portfolio reporting. Founded by Joe Lonsdale and Jason Mirra in 2009, Addepar has its origins ...