Addepar | News, Hiring, Layoffs, Competitors, CEO, Fundraising Insights
Addepar is a global technology and data company that empowers investment professionals by providing a multi-product software platform...
Addepar is a global technology and data company that empowers investment professionals by providing a multi-product software platform designed for portfolio management and data aggregation. With a client presence in over 45 countries and managing more than $7 trillion in assets, Addepar's platform integrates with numerous software and data partners to deliver comprehensive solutions for wealth management. The company is known for its flexibility in handling complex investment portfolios and offers tools for analysis, reporting, and client management.
Website
Headquarters
New York, New York
Size
1001-5000 employees
Industry
Software Development
🛍️ Addepar Product and Pricing News →
👔 Addepar CEO, Management and Leadership Team →
⚔️ Addepar Alternatives and Competitors →
💼 Addepar Hiring and Layoffs →
🤖 Addepar Developer, Integration and Automation News →
📈 Addepar Financials, Fundraising and Valuation News →
🛍️ Addepar Product and Pricing News
- Addepar has introduced new dashboards and views to assist advisors in making data-driven decisions amid turbulent markets, as shared by JD Goryl, Partnerships at Addepar.
- Addepar introduced Alts Data Management, Private Fund Benchmarks, added Albourne and SumIt to its partner ecosystem, and opened a new office in Dubai.
- Addepar has introduced AI-powered tools and integrations to enhance workflow management, automate data handling, and improve client service for wealth managers.
- Addepar has introduced new design and custom branding features for its client portal, enhancing flexibility and communication for clients.
- Addepar is sponsoring lunch on Day 1 of the Latam Family Office Investment Summit in Mexico City next week.
- Addepar plans to strengthen its connections in Latin America and will attend a summit in Mexico City.
- Addepar won the Innovative WealthTech Solution B2B award at the WealthBriefing European Awards.
- Addepar is conducting the AddePartner Roadshow in California from April 21-24 to meet with custody and consulting partners.
👔 Addepar CEO, Management and Leadership Team
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Chief Technology Officer
[email protected] -
Managing Director[email protected]
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CEO[email protected]
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Chief Financial Officer[email protected]
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Managing Director
⚔️ Addepar Alternatives and Competitors
- Equifax |
- QuoteMedia |
- FactSet |
- Orion |
- Riskalyze |
- Betterment at Work |
- Morningstar Advisor Workstation |
- Morningstar Direct |
- Flanks |
- Qplix |
- PureFacts |
- Canoe Intelligence |
- BridgeFT |
- d1g1t |
- 1fs Wealth |
- Nitrogen |
- Black Diamond Advisory |
- iCapital |
- AIRR |
- Acorns |
- Pitchago |
- Stratosphere.io |
- Ripsaw |
- Portfoliopilot |
- MProfit |
- Alto |
- Exirio |
- Tyke |
- WealthBlock |
- Trade Ideas |
- DealCheck |
- Avestor |
- Envestnet Platform |
- Fidelity Active Trader Pro |
- Experian Account & Portfolio Management
💼 Addepar Hiring and Layoffs
- Anukriti Agarwal has joined Addepar's Talent Acquisition Team as a Recruiter to help grow their APAC team.
- Addepar is currently hiring for the position of Sr. Financial Systems Analyst - Netsuite in India.
- Sakshi Jain, previously a senior Regional Sr. People Business Partner at Addepar, has joined Goodyear Tire's India Global Technology Center as Head of Human Resources.
🤖 Addepar Developer, Integration and Automation News
- IEQ Capital is hiring a Performance Reporting & Analytics Associate to manage Addepar and collaborate with senior leadership on data initiatives.
📈 Addepar Financials, Fundraising and Valuation News
- Furkat Kasimov is an angel investor in Addepar, which remains a private company.
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