MOUNTAIN VIEW, Calif., July 30, 2019 /PRNewswire/ -- Addepar, a leading technology platform for wealth management, today announced integrations with three key financial planning software providers.
MOUNTAIN VIEW, Calif., July 26, 2017 /PRNewswire/ -- Addepar, the operating system for our financial world, today announced it will join Schwab OpenView Gateway™, a technology platform that enables ...
Wealthtech firm Addepar has shared their monthly update of activity on their platform along with research insights and client, partner and company developments. Addepar is introducing a visualized ...
As a leader at an advisory or investment company, you may recognize the requirement to streamline your business by leveraging appropriate technology, data and services–but the “process of designing ...
Wealth management platform provider Addepar announced new integrations with three financial planning software packages Tuesday. The new partners include two tech vendors popular with financial ...
MOUNTAIN VIEW, Calif. June 8, 2017 — Addepar, the operating system for the financial world, today announced it has closed a $140 million Series D funding round, co-led by Valor Equity Partners, Harry ...
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