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addepar news and updates
Addepar launches way to spotlight key performance metrics in the Client Portal
In December 2022, Addepar is introducing a new way “to spotlight key performance metrics in the Client Portal for web with changes to mobile slated for next month.”
Dec 28, 2022 | crowdfundinsider.comAddepar launches wealth analysis and reporting platform
UBS launched a wealth analysis and reporting platform for ultra-high-net-worth investors in partnership with software and technology providers Addepar and Mirador.
Dec 7, 2022 | planadviser.comAddepar signed new client HSBC Holdings plc on Nov 1st 22'.
In November, they’re taking a look at funding data for private companies available on Marketplace, sharing the latest Investor Sentiment Index from their Research team, and they’re pleased to announce HSBC “has selected Addepar as their consolidated client performance reporting platform.”
Nov 20, 2022 | crowdfundinsider.comAddepar hired Eric Daniels as Chief Financial Officer on Mar 4th 22'.
Addepar, a leading software and data platform purpose-built for investments, today announced that Eric Daniels has joined the company as Chief Financial Officer.
Jan 1, 2022 | prnewswire.comAddepar hires Jaime Hildreth as Board of Directors
Addepar also “welcomes Jaime Hildreth, WestCap Group Partner, and Juan A. Sabater, Co-President and Partner of Valor Equity Partners, to its Board of Directors.”
Jan 1, 2022 | crowdfundinsider.comWealthtech Addepar has Raised Nearly $500M to Date, Now Tracking Over $2.9T in Assets
Addepar, a U.S.-based wealth manager with $2.5 trillion of assets on its platform, had secured $150 million in capital in June of this year.
Jul 30, 2021 | Crowded Media GroupThe 2020 Family Office Software Roundup
Based in the USA, Addepar is a wealth management platform that infuses complex financial information with transparency. By connecting data, technology and people, it facilitates informed decisions through actionable insights and tailored reporting allows multi-generational family offices to achieve their objectives.
Oct 13, 2020 | Forbes Media