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RivalSense tracks the most important product launches, fundraising news, partnerships, hiring activities, pricing changes, tech news, vendors, corporate filings, media mentions, and other developments of companies you're following 💡

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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.

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Addepar - Latest News and Updates

• 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 has introduced new design and custom branding features for its client portal, enhancing flexibility and communication for clients.
• Anukriti Agarwal has joined Addepar's Talent Acquisition Team as a Recruiter to help grow their APAC team.
• Addepar is conducting the AddePartner Roadshow in California from April 21-24 to meet with custody and consulting partners.

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