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.
Wells Fargo adds two bank-channel recruits, UBS lands a JPMorgan Chase veteran, and a multi-family office lifts Atlas past $1B
“The state comes down on you in years when you make 40% returns for clients,” said Bill Swayne, the advisor and son of Candace Swayne.
The Independent broker-dealer giant has had “active conversations” with the Claude maker, which is days away from its expected IPO
For Gen X clients entering life after work, answering the financial question isn't enough to solve the entire retirement equation.
Tools from Grantd, Income Lab and Healthspan Wealth aim to keep RIAs involved in clients’ biggest money decisions
Growing wealth, evolving priorities, and untapped opportunities are reshaping how women approach long-term investing.
Knighthead Life entered the market with a competitive MYGA. A strong launch earned advisor confidence and paved the way for FIAs.
