Subscribe

Addepar

Displaying 7 results

Topic
  • News
  • February 16, 2023

Betterment lays off 28 as fintechs continue to feel the pinch

The robo-advisor is also reportedly closing its Philadelphia office and subleasing a floor of its New York City office.

Topic

Fintech Bytes: Envestnet, Addepar, FLX Networks and more

A roundup of some of the fintech headlines you may have missed this week.

Topic
  • News
  • January 13, 2022

RBC inks portfolio management deal with Addepar

The Addepar platform tracks how investment portfolios perform across asset classes by aggregating data from client portfolios and overall market performance.

Topic
  • News
  • October 22, 2021

Addepar buys AdvisorPeak

The acquisition adds portfolio rebalancing and trading to the Addepar platform.

Topic
  • News
  • June 15, 2021

Addepar latest funding propels its $2.17 billion valuation

Addepar, a software used by advisers to track how investment portfolios perform across asset classes, raised an additional $150 million from New York City-based hedge fund D1 Capital Partners.

Topic
  • News
  • November 18, 2020

Addepar closes on $117 million funding round

The money will be used to expand the company’s wealth management platform

Topic
  • News
  • June 17, 2020

Addepar taps BlackRock exec as CTO

Ruchir Swarup becomes the firm's chief technology officer after almost 20 years at the asset manager