Addepar
Investment Management Platform
Overview Addepar ?
Addepar streamlines the increasing complexities of modern investment management into one seamless platform: comprehensive data aggregation, unmatched data integrity, flexible analytics, intuitive reporting, limitless customization and interactive portals. Addepar empowers advisors to increase client satisfaction, business efficiency and business growth: Welcome to the future of investment management.
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APPROFONDISCILatest news Addepar
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Siepe raises $30m
Siepe LLC, a trusted provider of software and technology-enabled services for private credit and CLO managers, has raised $30 million in a Series B funding …
2Â months, 4Â weeks ago
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Wealthtech Addepar Reports Strong Q1 2024, Releases Research on Managing Exposure to Innovative Technologies
Addepar says that it just "completed a strong first quarter, building on their momentum from 2023 and setting the stage for an even stronger 2024."
7Â months, 1Â week ago
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Wealth Management: Baker Till Partners with Wealthtech Addepar to Diversify Revenue Streams
Baker Tilly, an advisory, tax and assurance firm dedicated to custom solutions that generate and sustain growth has entered a new partnership.
8Â months, 4Â weeks ago