Addepar, the foundational data and AI platform trusted by financial professionals globally, unveiled new AI, data and workflow automation capabilities at AddeConf26, its annual innovation conference.

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 ...

Public stocks are the fastest-growing asset class for family offices, while their real estate assets are shrinking, per the ...

The $9 trillion platform provider also enhanced Addison AI and introduced new private markets functionality, while YourStake ...

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 ...

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 ...

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 ...

For decades, financial advisors have been plagued by a surprisingly complex problem: a lack of full transparency into clients' investment portfolios in order to deliver high-quality, tailored advice ...

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 ...

RBC Wealth Management has announced a deal to offer the cloud-based wealthtech platform Addepar Inc. to its more than 2,100 financial advisers — marking the largest deal to date for the portfolio ...

Acquisition of Arcus Deepens Addepar's AI Capabilities Across Its Open Platform, Delivering Enhanced Value to Clients Globally NEW YORK, May 20, 2025 /PRNewswire/ -- Addepar, the leading technology ...