Addepar, a Mountain View, California-based wealth management technology platform, has acquired AdvisorPeak, a Layton, Utah-based provider of trading and rebalancing software.
Terms of the acquisition were not disclosed.
“AdvisorPeak complements Addepar's data aggregation, analysis, reporting and client portal capabilities,” the company said in a release, noting that its open architecture permits clients to select the offerings they need.
Blue Anchor Capital Management and Pickett also purchased “highly aggressive and volatile” securities, according to the order.
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