US-based investment technology company Addepar has appointed two long-standing leaders to new executive roles as it continues to expand worldwide. Peter O’Brien has been named chief revenue officer, ...

NEW YORK, Nov. 18, 2025 /PRNewswire/ -- Addepar, the global technology and data platform for investment professionals, today announced the appointments of two long-tenured internal leaders. Peter ...

GENEVA, Oct. 1, 2025 /PRNewswire/ -- Addepar, the leading technology and data platform serving investment professionals, today announced the opening of its new office in Geneva, marking its fourth ...

If the name Joe Lonsdale doesn’t ring a bell, maybe the name Addepar does. Lonsdale is the billionaire co-founder of the cloud-based investment management platform, which is used by 1,200 wealth ...

This is my affiliate link and I earn a small commission if you upgrade to the paid version I walk through how I build a website from scratch using Wix. I start by creating a brand new account, ...

Wealth management technology provider Addepar acquired Arcus, a small tech startup that specializes in building out AI workflows, this week. While terms of the deal were not disclosed, Arcus’s ...

Addepar, the data platform for wealth, investment, and asset management, announced the acquisition of Arcus, an enterprise AI workflow platform. Terms of the transaction were not disclosed. “Addepar ...

LONDON, May 13 (Reuters) - Wealth management platform provider Addepar has hit a valuation of $3.25 billion in a fresh $230 million funding round, as it benefits from a race by financial advisors to ...

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