Addepar's new ADX data exchange for advisors follows the company's May 2025 acquisition of AI workflow startup Arcus and its ...

The new managed data environment helps firms integrate investment data across systems, enabling AI-driven workflows and ...

Wealthtech company Addepar is spending some of the money it raised over the summer to buy AdvisorPeak, which builds trading and rebalancing software for financial advisors. Processing Content ...

Addepar, a global data and AI platform for investment professionals, today announced the launch of Addepar Data Exchange (ADX), a managed data environment within the Addepar platform that enables ...

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 ...

SINGAPORE, April 14, 2026 /PRNewswire/ -- Addepar, a global data and AI platform for investment professionals, today announced the opening of its Singapore office, establishing the city-state as its ...

Addepar, the wealth management, analytics and alternatives aggregation platform provider, has officially launched Addison, a native AI experience embedded within its investment platform, enabling ...

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 ...

Addepar, the provider of data collection and monitoring services for the financial industry (it’s Palantir’s somewhat less ethically compromised cousin), has raised a whopping $140 million in its ...

Addepar is a fintech valued at more than $2 billion with $2.7 trillion in client assets on its platform. Photo provided by Addepar To continue reading this content ...

Addepar, a startup which provides wealth managers with software, raised $150 million in June. The company is now planning to expand outside the US and is hiring for 100 new roles. Demand for the ...

NEW YORK (Reuters) - Morgan Stanley is rolling out a new software platform to 20 of its top financial advisory teams to help them see more of their wealthiest clients assets. The bank, which manages ...