Scotia Wealth Management® launches Scotia Global Intelligence™, expanding its offering for Ultra-High-Net-Worth clients
Enterprise
Press Releases
Addepar now has $10 trillion in assets on platform,
Learn more.Newsroom
Addepar in the news
Scotiabank courts wealthy investors with new partnerships and portfolio management tool
News
Enterprise
Scotia Wealth Management opens a new service for ultra-high-net-worth clients
Enterprise
News
Addepar CTO: Claude tie-up is just 'another delivery mechanism'
News
Addepar expands European presence with new office in Warsaw
Press Releases
Addepar otwiera biuro w Warszawie. To dziesiąty zagraniczny oddział tej firmy
News
Addepar Expands European Footprint
News
Addepar Expands European Footprint With Poland Office
News
Everything we know so far about Anthropic’s ‘Claude for financial advisers’
News
Anthropic Targets Wealth Management With New AI Tools and Schwab Partnership
News
Anthropic targets financial advisers with new Claude tool
News
How client AI use is changing wealth advice
News
Family offices are making a bullish bet on the stock market, according to CNBC Family Office Portfolio Tracker
News
Family offices shift to stocks: Here’s what to know
News
Addepar sets up Asia-Pacific headquarters at Marina Bay
News
Addepar: Interview With Chief Client Officer Janeen France About The Wealth And Investment Technology Company
News
From Data to Decisions: Building an AI-Ready RIA
News
The world’s top fintech companies 2026
News
Meet the man using Palantir's 'DNA' to rewire the family office world
News
Why Time Has Become the Most Valuable Asset in Wealth Management with Addepar
News
Bob Pisani, Addepar CTO at the 2026 Databricks Data + AI Summit
News
Bob Pisani, Addepar | Databricks Data+AI Summit 2026
News
Nine themes defining the unified data and AI platform: theCUBE insights from the Databricks Data + AI Summit
News
Addepar CEO Eric Poirier on AI, Alts and the ‘Eternal Optimist’
News
WealthStack Roundup: Addepar Unveils AI Agents, Data Tools at AddeConf26
News
Addepar’s AI Is Already a Hit. The Cost Will Get Sorted Out Later.
News
How the wealthiest families invest: CNBC and Addepar launch Family Office Portfolio Tracker
News
Addepar Advances its AI Innovation across Agents, Data and Workflow Capabilities
Press Releases
The true value of family offices: Here’s what to know
News
Addepar's ADX tackles 'swivel chair problem' for advisor data sources
News
Addepar Launches Data Exchange to Unify Wealth Information
News
The 60/40 portfolio has failed the ultra-wealthy, says $9 trillion platform Addepar
News
Addepar Introduces ADX, Enabling Data Activation and AI at Scale
Press Releases
The AI-Powered Future of Wealth Management with Bob Pisani, Addepar
News
Singapore emerging as neutral ground as AI firms navigate Sino-US rivalry
News
Anchoring in Asia: Addepar Scales Its Platform Through a Singapore Hub Strategy
News
Wealth Tech Awards 2026: Winners’ profiles
News
美国Addepar公司来新设区域中枢 在亚太已有50财富管理客户
News
Addepar Expands in Singapore as APAC Demands Reshape Data and AI Workflows
News
Addepar opens Singapore office to zero in on Apac wealth
News
Addepar Establishes Singapore as Asia-Pacific Hub
News
Family offices are trending towards alternatives: Addepar CEO
News
US data and AI platform opens Singapore hub as family offices drive growth
News
Addepar Establishes Singapore as Asia-Pacific Hub
Press Releases
Technology Designed To Think With You
News
What Makes Family Office Tech Partnerships Work Over Time?
News
LGT Wealth Management UK adopts Addepar platform
News
LGT Wealth Management UK partners with Addepar to support client service
News
LGT WM partners with global AI platform
News
LGT Wealth Management UK Partners with Addepar to Support Client Service and Data-Driven Insights
Press Releases
LGT Wealth upgrades tech for more complex era
News
My Advice to Banks on AI: Bob Pisani of Addepar
News
Addepar launches native AI ‘experience’ for its platform
News
Addepar Deploys New AI in Platform
News
Addepar Unveils Addison, a Native AI Experience Built to Deliver Actionable Intelligence Across Investment Workflows
News
Global data platform launches AI tool for wealth managers
News
Addepar Launches Addison AI for Natural Language Portfolio Analysis
News
Addepar Pushes Further Into AI With "Addison"
News
Addepar Releases Its AI Platform ‘Addison’ to All Users
News
Addepar Unveils Addison, a Native AI Experience Built to Deliver Actionable Intelligence Across Investment Workflows
Press Releases
Tech Roundup: Addepar rolls out AI conversational intelligence
News
Addepar CTO Bob Pisani wins CTO of the Year in WealthBriefing WealthTech Americas Awards
News
AI integration in wealth management
News
The Future of Wealth Management 2026
News
Kestra Taps Addepar for Affiliated Advisors' Client Portal
News
Kestra Holdings Unveils Kestra Investor Solution to Support Client Performance Reporting
Press Releases
The digital experience will establish itself as an independent strategic factor
News
Looking ahead: Wealth management trends in 2026
News
Wealth Management Ferment Is Music To Addepar's Ears
News
Wealthtech Wrapped 2025
Wealthtech Wrapped 2025
The Family-Office Agenda of Addepar’s First Chief Client Officer
News
Addepar Makes Senior Appointments
News
Addepar Appoints Peter O'Brien as Chief Revenue Officer and Janeen France as the Company's first Chief Client Officer
Press Releases
Addepar names two new execs in shakeup
News
Addepar's Global Expansion Accelerates with New Switzerland Office
Press Releases
Addepar’s Global Expansion Accelerates with New Switzerland Office
News
The New Age of Finance: Collaboration, Platform and AI
News
J.P. Morgan Private Bank launches new Lifestyle Services Offering
Press Releases
Enterprise
Shaping the new frontier of finance
News
The world’s top 250 fintech companies: 2025
News
Enterprise
HSBC Private Banking Extends Addepar Partnership Into the UK to Improve Investor Reporting
News
HSBC UK Private Banking deploys Addepar platform
News
Enterprise
HSBC UK Private Banking partners with Addepar to provide brand-new client reporting experience
Press Releases
Enterprise
HSBC UK Private Banking partners with fintech to enhance client reporting
News
Enterprise
Addepar Acquires AI Workflow Automation Startup Arcus
News
Enterprise
Addepar acquires AI workflow startup
News
Addepar acquires Arcus to boost AI capabilities
News
After raising $230m, Addepar eyes AI
News
Addepar Accelerates Platform Innovation with Strategic Acquisition and Continued $100M+ Annual R&D Investment
Press Releases
Addepar Adds Growth Muscle With $230 Million Fundraise
News
Addepar investment platform reaches $3.25 billion valuation with latest raise
News
Addepar Raises $230 Million To Drive Growth Globally
News
Addepar's valuation rises to over $3bn with new cap raise
News
Addepar secures $230M in series G funding
News
Addepar Valued at $3.25B in Latest Funding Round
News
Addepar Raises $230 Million at $3.25 Billion Valuation in Series G Investment Round
Press Releases
Wealth management platform Addepar valued at $3.25 bln in new funding round
News
Addepar: boosting capital’s positive impact
News
Scaling Addepar's Data Intelligence with Databricks
News
Addepar Elevates Global Presence with Dubai Office
Press Releases
Addepar’s Long Game
News
Enterprise
Addepar Rolls Out New Alternatives Management Features
News
Enterprise
Addepar Introduces Cutting-Edge Solutions for Managing Alternative Assets
Press Releases
New dashboards, U.S. trading feature on Addepar
News
Addepar Adds Trading to Tech Platform
News
Addepar launches new trading and dashboard tools
News
Addepar Launches Powerful Trading Solution, Intuitive Dashboards, and Enhanced Design to Bring Data to Life
Press Releases
Enterprise
Addepar Launches Trading Platform
News
Itaú Private Partners with Addepar to Deliver a Comprehensive Global Investment Solution
Press Releases
Enterprise
The world’s top 250 fintech companies: 2024
News
Enterprise
Corient chooses Addepar for collaboration
News
Addepar Partners With RIA Corient
News
Enterprise
Addepar strikes software deal with $160.7bn Corient
News
Corient Selects Addepar in Transformative Partnership
Press Releases
Eric Poirier, CEO of Addepar – Powering $5 Trillion of Assets, Modernizing Investment Management, From Engineer to CEO & The Power of Bold Bets
News
Addepar Appoints Bob Pisani as Chief Technology Officer to Advance Data-Driven Investment Management
Press Releases
The WealthStack Podcast: Can Your Tech Help Tame Volatility with Don Nilsson of Addepar
News
RIAs Drive Addepar Past the $5 Trillion Mark
News
Addepar Hits $5T In Assets Tracked
News
Addepar Surpasses $5 Trillion in Assets on its Platform, Boosted By Exceptional Client Growth
Press Releases
Addepar Tops $5 Trillion in Platform Assets. CEO Sees Runway for Further Growth.
News
London & Capital Partners with Addepar to Deliver Tailored Investment Management and Reporting on a Global Scale
Press Releases
2023 Knowledge Brokers
News
The Fintech 50
News
Jack Ginter: After Wells Fargo, a Fresh Start Building a Firm for Ultrawealthy Families
News
Aite-Novarica's winners in the $1.4B market for RIA portfolio management and reporting systems
News
How Some Asset Owners and Managers are Using Technology to Gain Portfolio Insights
News
Artorius partners with Fintechs Addepar and Mirador
Press Releases
UBS Partners With Addepar and Mirador to Deliver Comprehensive Wealth Analysis and Reporting for Ultra High Net Worth Clients
Press Releases
HSBC U.S. Private Banking Enhances Wealth Management Solutions with Addepar
Press Releases
Enterprise
The Fintech 250: The most promising fintech companies of 2022
News
Three Big Questions: Part 2
News
RBC Clearing Launches New Tech Platform for RIAs, BDs: Tech Roundup
News
RBC Rolls Out Centralized Platform for RIA and B-D Clients
News
Enterprise
The Future Of Wall Street: Fintech 50 2022
News
Unlocking Value of Data-Driven Investing and Advice
News
WealthTech Americas Awards 2022
News
A Tax-Smart and Risk-Smart Way of Managing Portfolios with Damon Deru
News
As alts get hot, alts marketplaces try catering to RIAs
News
A first-generation lawyer shares the 2 strategies she used to stop feeling like an outsider in her industry
News
New Platform Helps Investors Find Best Advisor Match: Tech Roundup
News
RBC US Wealth Management Investing in Tech for Growth
News
Addepar Appoints Chief Financial Officer Following Record Year of Growth
Press Releases
RBC inks portfolio management deal with Addepar
News
Addepar Adds RBC Wealth Management-U.S. as a Customer
News
Addepar Lands Firmwide Deal With RBC Wealth Management
News
Addepar acquires AdvisorPeak to streamline portfolio rebalancing and trading for wealth managers
Press Releases
Addepar Acquires Trading and Rebalancing Platform AdvisorPeak
News
After being 'blown away' by AdvisorPeak's engineering prowess, Addepar is buying the company to arm its clients with automated rebalancing software
News
Adhesion Wealth Partners with Addepar to Provide Customizable Investment Management Solutions for RIAs
Press Releases
Fintech company Addepar opens its expanded offices in Midtown for the post-pandemic era
News
Data-driven wealth fintech Addepar is looking to fill 100 open jobs after nabbing $150 million from hedge fund D1
News
Now Valued at $2 Billion, Addepar Sets Sights on Further Expansion
News
What signals will you be looking at most closely to determine if your hybrid work plans are successful?
News
Nearing $3 trillion of AUA, Addepar accepts another $150 million of unsolicited PE money because the price was right --a $2.17 billion valuation
News
Addepar Announces $150M Investment by D1 Capital Partners, Exceeding $2B Valuation
Press Releases
Addepar Valued at $2.17 Billion as Investors Bet on Wealth-Management Tech
News
The Future Of Wall Street: Fintech 50 2021
News
4 Questions With Eric Poirier, CEO, Addepar
News
Seek co-founder seeks to disrupt private family wealth offices
News
Marketer and Multiplier: Natalie Sunderland
News
Bringing Data, Technology and People Together at Addepar
News
Surfing a $15-billion-a-week asset growth meteor, Addepar CEO Eric Poirier hires an owner as president to achieve 'escape velocity' and keep operations from flaming out
News
Addepar adds PE exec as president
News
Addepar Exceeds $2.5 Trillion in Assets on its Platform, Fueled by Record Client Growth
Press Releases
Digitizing Wealth Management with Addepar
News
Predictions 2021: What should you expect?
News
$2.2 Billion William Blair Team Launches Independent Wealth Management Firm
News
Addepar buys portfolio modeling software company
News
With rivals pressing, Addepar insiders ante $117 million to up its game and settle in for the long haul -- as the firm adds $2 billion in pandemic-driven AUA each business day
News
Addepar Closes $117 Million Series E Round
News
Addepar raises $117m in Series E funding round
News
Addepar Raises $117M in Series E Funding
Press Releases
Lessons Learned by a $2T Platform
News
The 2020 Family Office Software Roundup
News
WSJ Wealth Adviser Briefing: Clorox Wipes Scarcity, Beyond Meat Virtues, Rule of Six Problems
News
Addepar Introduces Investor Sentiment Index
Press Releases
Addepar Launches Investor Sentiment Index
News
The Transactions of 10,000 Accounts Informing a New, Addepar-Powered Investor Sentiment Tool
News
Wealthy Investors Sold U.S. Stocks as Market Roared Back From Covid-19 Lows
News
Venture Capital Eludes RIAs. That Might Never Change.
News
The Fintech 250: The Top Fintech Companies Of 2020
News
Addepar Hits $2T in Assets Under Advisement
News
Eric Poirier of Addepar is a 40 Under 40 honoree for 2020
News
Addepar Named the Leading Multi-Segment Provider in Portfolio Management and Reporting by Aite Group
Press Releases
SVBJ announces honorees for 2020’s 40 Under 40 awards
News
Family Office Connections: Consolidated Reporting
News
WealthTech Powerhouse Addepar: CRO David Lessing On Their Platform Technology
News
Addepar Appoints Ruchir Swarup as Chief Technology Officer
Press Releases
Addepar Hires BlackRock Veteran Ruchir Swarup as CTO
News
Addepar hires ex-BlackRock exec as chief tech officer
News
Addepar taps BlackRock exec as CTO
News
Addepar extends business model from software maker to player in the investments business -- a secretive project 10 years in the making
News
Uber-rich investors hungry for growth have turned their sights on the private market. Here's how wealth firms like Citi and UBS are transforming their businesses to meet those client demands.
News
3 Questions With Alastair Cairns, Head Of Insights At Addepar
News
What Institutional Investors Did During the COVID Crash with Addepar
News
These Investors Are Helping Drive Market’s Surprise Rally
News
Addepar’s Inception, Growth, and Future: Q&A with CEO Eric Poirier | Bill Malloy
News
Addepar Rolls Out Digital Alternatives Marketplace
News
These Companies Are Still Hiring—Here’s Their Top Advice For Getting Hired
News
Addepar Announces Alternatives Marketplace
Press Releases
How the Ultra-Wealthy Allocate Money
News
Thiel-Backed Firm Helps Ultra-Wealthy Trade Hedge Fund Holdings
News
Addepar Introduces Pricing Assurance Program to Support RIAs
Press Releases
Addepar Introduces Unique Pricing Model For New Firms During Crisis
News
Addepar snags $40m investment from board member
News
Addepar Announces $40 Million in New Financing
Press Releases
WestCap Group Invests $40 Million in Addepar
News
A Day in the Life of 5 Engineering Managers, Part I
News
Client Portal: Build or Buy?
News
Addepar hires Advent genius then launches 'Advent Converter' to court the RIAs still on Axys and APX ; PortfolioCenter 'easy button' comes next
News
20 Fintech Companies to Watch
News
Addepar Broadens Reach with Expanded Offerings for RIAs
Press Releases
Addepar launches scaled-back version for mass affluent clients
News
The Next Big Advisor Trend: Democratizing Premier Tech
News
The Future Of Wall Street: Fintech 50 2020
News
In race for mobile dominance, UBS launches upgraded client app
News
Mitch Bompey – Addepar
News
7 things that will affect next stage of banking's evolution
News
Addepar Surpasses $1.7 Trillion in Assets on its Platform
Press Releases
Robert Weeber: My Credit Suisse Colleagues Thought I Was Crazy
News
Silicon Valley Firm Helps the Wealthy Keep Track of $1.7 Trillion of Assets
News
Unlimited paid time off does not mean an unending vacation at these 13 Bay Area companies
News
Girls in Tech Bolsters Board of Advisors with New Appointments
Press Releases
Cutting edge big tech meets old school insurance
News
These Are the Most Interesting Fintech Trends of 2019
News
The 2019 Family Office Software Roundup
News
What Are The Most Interesting Trends In FinTech?
News
Addepar Announces Don Nilsson as Chief Product Officer
Press Releases
Addepar hires chief product officer to bolster platform development
News
A gap in the high-tech market
News
Technology’s Role in Building a Firm for Maximum Value
News
David Lessing – Chief Revenue Officer at Addepar
News
How Addepar built an ecosystem around the ultra high net worth investment community with CEO Eric Poirier
News
Addepar Streamlines Financial Planning For RIAs With Three Key Integrations
Press Releases
Addepar Will Integrate With Three Financial Planning Applications
News
Wells Fargo loses $500M advisor to RIA founded by breakaway brokers
News
Gala held to celebrate entrepreneur of the year
News
Addepar Inks Reseller Partnership With Mirador
News
Addepar Partners with Mirador to Bring Best-in-Class Reporting to More RIAs
Press Releases
Mobile portfolio reporting comes to the UHNW client
News
Two fintech firms providing tools for uber wealthy clients
News
Addepar Launches Mobile App To Enhance The Digital Wealth Management Experience
Press Releases
Former $6 Billion Morgan Stanley Team Goes Independent
News
Addepar finally makes friends with Fidelity and reboots its RIA service, again -- helped by a key ex-Tamarac hire
News
Fidelity Expands Its Digital Store for Advisors
News
Fidelity® Adds New Third-Party Integrations to Wealthscape Platform
Press Releases
The Most Dog-Friendly Companies In The Bay Area
News
Where wealth management is 'woefully underserved': Q&A with Addepar CEO Eric Poirier
News
What’s behind Addepar’s latest executive hires
News
In Pursuit of Larger Wealth Managers, Addepar Hires Several Industry Veterans
News
Addepar CEO says investors want better returns, fear volatility
News
Forbes Fintech 50 2018: The Future Of Wall Street And Big Data
News
Robos get the press, but advisor tech is getting the money
News
Addepar deal may salve big, lingering pain point for RIAs who use alternative investments
News
Addepar acquires alt investment platform
News
Addepar acquires AltX to expand in alternatives
News
Addepar To Buy Alternatives Data Provider AltX
News
Morgan Stanley Signs With Asset-Gobbling Startup Backed by Thiel
News
Still wedded to Excel? Why it’s time for a breakup
News
Start Your Fingines
News
Seven RIAs tell what big project they spent money for in 2016 -- and why
News
Addepar’s strategy: Focus on HNW, arm advisers with digital tools
News
Merrill brokers with $550M AUM switch to Dynasty
News
$2.2B Ex-Morgan Stanley Advisors Launch 6 Meridian
News
Salesforce Launches Wave for Financial Services Cloud, Putting Insights at Advisors' Fingertips
Press Releases
In Impact Investing, Better Measurement Means Better Impact, Better Returns
News
Male CEOs Tell Us Their Work-Life Rules
News
What’s the Deal
News
JPMorgan $1.2 Billion Wealth Team Exits With Silicon Valley Help
News
Building Better Portfolios: Advisors & Fintech Part 1
News
Cofounder of Addepar Explains How It’s Different From Other Startups
News
The inner orchestration of Dynasty, Addepar and Pershing/BNY Mellon it took to harmonize a $1.4 billion Merrill Lynch family office team
News
$1B Team Exits Merrill for Independent "Freedom"
News
Four Entrepreneurs Talk About the Fintech Revolution
News
How Two Startups Are Working To Change The Diversity Gap In FinTech
News
A How-To Guide for Opening Your Own Wealth Management Firm
News
To Help Wall Street, Tech Needs the Right Tone: Addepar CEO
News
How exactly five ex-Barclays advisors and one analyst across three time zones combined to make a $3 billion RIA
News
32 Financial-Technology VCs Entrepreneurs Need to Know
News
FinTech Hiring Picks Up in Silicon Valley
News
A Closer Look At The Silicon Valley Vs. Wall Street Talent War
News
Cloud Startups Chip Away at Excel’s Stronghold
News
30 Hot Fintech Startups to Watch
News
Stan Druckenmiller Sees ‘Massive’ Problem Caused by Aging
News
Coding Like a Girl: How One SF Company Is Arming Women to Succeed in Tech
News
Review: Nevin Freeman pops the Addepar hood to see what $50 million of coding can do for RIA software
News
Addepar lays out world-fixing vision and rolls out upgrades at swanky The Battery event in San Francisco
News
The Startup That's Spawning a New Generation of Startups
News
Wealth Managers Enlist Spy Tools to Map Portfolios
News
Addepar Raises $50 Million for Wealth-Management Dashboard
News