NEW YORK, May 20, 2025 /PRNewswire/ -- Addepar, the leading technology and data platform for wealth, investment, and asset management, today announced the acquisition of Arcus, an innovator in ...

NEW YORK, May 7, 2026 /PRNewswire/ -- Addepar, a global data and AI platform for investment professionals, today announced the launch of Addepar Data Exchange (ADX), a managed data environment within ...

Addepar, the data platform for wealth, investment, and asset management, announced the acquisition of Arcus, an enterprise AI workflow platform. Terms of the transaction were not disclosed. “Addepar ...

AdvisorPeak, the independent rebalancing and trading technology firm launched three years ago, has gone from plucky startup to being acquired by a wealth management platform juggernaut. While terms of ...

LONDON, May 13 (Reuters) - Wealth management platform provider Addepar has hit a valuation of $3.25 billion in a fresh $230 million funding round, as it benefits from a race by financial advisors to ...

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 ...

Wealth management platforms find themselves in a steady buying spree, snapping up tech firms that can give them extra features to offer clients. Processing Content Built up by veterans from the ...

LONDON (Reuters) -Wealth management platform provider Addepar has hit a valuation of $3.25 billion in a fresh $230 million funding round, as it benefits from a race by financial advisors to arm ...