Global technology platform Addepar has introduced three separate tools to help financial advisors efficiently manage their alternative assets. The New York-based firm has more than $7 trillion in ...

Deployment across the UK business supports tailored client service and front-office delivery. Addepar will provide LGT Wealth Management UK with a flexible, integrated data foundation that supports ...

Platform innovations unveiled at AddeConf26 extend AI across operations, analytics and client workflows to drive more intelligent investment decision-making Addepar previewed new AI agents designed to ...

New functionality and attributes are expected to fuel growth and scale in 2024, according to an update from Fintech firm Addepar. As part of a note shared by Addepar, the wealthtech firm has shared ...