Addepar | Latest News & Updates - Apr 04, 2025 Release

Addepar introduced Alts Data Management, Private Fund Benchmarks, added Albourne and SumIt to its partner ecosystem, and opened a new office in Dubai...


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Addepar

🌎 addepar.com

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.


Addepar - Latest News and Updates

  • 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 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 currently hiring for the position of Sr. Financial Systems Analyst - Netsuite in India.
  • IEQ Capital is hiring a Performance Reporting & Analytics Associate to manage Addepar and collaborate with senior leadership on data initiatives.
  • Furkat Kasimov is an angel investor in Addepar, which remains a private company.
  • 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.

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