| Date | Title | Description |
| 27.08.2026 | Family offices are making a bullish bet on the stock market, according to CNBC Family Office Portfolio Tracker | The private investment firms of the ultra wealthy raised their stock holdings in the second quarter, according to the latest CNBC Family Office Portfolio Tracker.
Family offices also trimmed their exposure to real estate and private market ... |
| 25.05.2026 | Addepar Advances its AI Innovation across Agents, Data and Workflow Capabilities | , the foundational data and AI platform trusted by financial professionals globally, unveiled new AI, data and workflow automation capabilities at AddeConf26, its annual innovation conference. Building on the launch of Addison, the company’... |
| 21.05.2026 | How the wealthiest families invest: CNBC and Addepar launch Family Office Portfolio Tracker | CNBC has teamed up with Addepar to provide a quarterly snapshot of family office portfolios.
Addepar’s data includes the portfolios of hundreds of family offices, representing a total of $1.4 trillion in assets.
In first quarter, the Family... |
| 20.05.2026 | US Wealth Management Technology in 2026: SEC Withdraws Predictive-Analytics Rule, AI Co-Pilots Move Into Production | Share
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In July 2023 the Securities and Exchange Commission proposed rules under both the Securities Exchange Act and the Investment Advisers Act aimed at preventing conflicts of interest in firms’ use of predictive da... |
| 04.03.2026 | ‘A thirty second job’: how AI replaces the family office analyst | - |
| 05.02.2026 | Max Launches Comprehensive Private Banking and Lending Capabilities to Meet the Needs of Leading Wealth Management Firms | Max
Max Private℠ provides large RIAs and high-growth advisory firms with white-glove banking services that strengthen client relationships and support long-term growth
PORTSMOUTH, N.H., Feb. 5, 2026 /PRNewswire-PRWeb/ -- Max (MaxMyInterest.... |
| 23.01.2026 | Preply Becomes EdTech Unicorn With $150 Million Boost | Preply, the leading global language learning marketplace, recently closed a $150 million Series D funding round. This landmark investment, led by WestCap, pushes its valuation to $1.2 billion, officially establishing Preply as an EdTech uni... |
| 21.01.2026 | Preply Raises $150 Million to Shape the Future of Education through Human-Led, AI-Enhanced Learning | Led by WestCap, the Series D Round Values the Company at $1.2 Billion and Marks the Next Chapter for Personalized, High-Quality Learning at Scale
NEW YORK, Jan. 21, 2026 /PRNewswire/ -- Preply, the #1 global language learning marketplace, t... |
| 15.01.2026 | Atomic Insights: $10 Million Seed Funding Raised To Modernize Money Movement And Payment Workflows For RIAs And Family Offices | Atomic Insights, a fintech provider of money-movement and workflow automation tools for registered investment advisors and family offices, has raised $10 million in seed funding as it expands its platform, which centralizes payment requests... |
| 07.10.2025 | Max Integrates with Addepar to Provide Leading Wealth Managers Seamless Visibility Into Clients' Cash Balances | The new integration enables advisors to view held-away cash directly within Addepar's aggregation, reporting and analytics platform, delivering a more complete and meaningful picture of client wealth while clients benefit from Max's patente... |
| 04.10.2025 | Wealthtech Addepar Expands Business Operations with Switzerland Office | Addepar, the tech and data platform serving investment professionals, announced the opening of its office in Geneva, marking its fourth dedicated presence across Europe and the Middle East markets and the latest step in the wealthtech compa... |
| 25.06.2025 | Wealthech Addepar Announces Updates to Trading Infrastructure | Listen to this article
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In the evolving ecosystem of wealth management, staying ahead requires tools that deliver precision, scalability, and actionable insights. Addepar, a global technology and data platform for ... |
| 21.05.2025 | Wealthtech Addepar Announces Acquisition of Arcus and Continued $100M+ Annual R&D Investment | Listen to this article
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Addepar, the technology and data platform for wealth, investment, and asset management, announced the acquisition of Arcus, an innovator in enterprise AI workflows.
This move accelerates Add... |
| 15.05.2025 | Addepar's $230 Million Leap: A New Era in Investment Technology | In the fast-paced world of finance, data is king. Addepar, a New York City-based technology and data platform, has just raised $230 million in a Series G funding round, bringing its valuation to a staggering $3.25 billion. This funding is n... |
| 15.05.2025 | Addepar Raises $230 Million at a $3.25 Billion Valuation
Only paid subscribers can comment on this post | Addepar is a software and data platform designed for wealth, investment, and asset management firms, helping them deliver more informed, data-driven advice. The company now serves over 1,200 clients across over 50 countries, with more than ... |
| 15.05.2025 | Addepar: $230 Million G Round Raised At $3.25 Billion Valuation To Advance Data Platform | Addepar, a global technology and data platform that investment professionals depend on to make the most informed, data-driven investment decisions, announced its $230 million Series G investment round closing. The funding round was co-led b... |
| 14.05.2025 | Wealthtech Addepar Reports $230M in New Funding at $3.25B Valuation via Series G Round | Listen to this article
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Addepar, a global technology and data platform that investment professionals rely on to make the most informed, data-driven investment decisions, announced the closing of its $230 million Se... |
| 14.05.2025 | Everything You Need to Know About Family Office Wealth Management Software | Share
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Effective wealth management is no longer limited to spreadsheets or manual processes. For family offices, managing wealth involves an intricate web of portfolios, investments, and complex reporting needs. This ... |
| 13.05.2025 | Addepar Raises $230M Series G Financing |
NEW YORK, NY, Addepar announced today the closing of its $230 million Series G investment round.
>> Click here for more funding data on Addepar
>> To export Addepar funding data to PDF and Excel, click here
Addepar, a leading g... |
| 13.05.2025 | Addepar Raises $230M in Series G Funding, at $3.25 Billion Valuation | Addepar, a NYC-based provider of a technology and data platform that enables investment professionals to make data-driven investment decisions, raised $230M in Series G funding, at $3.25 Billion valuation.
The round was led by Vitruvian Par... |
| 13.05.2025 | Addepar Raises $230 Million at $3.25 Billion Valuation in Series G Investment Round | Vitruvian Partners and WestCap Co-Lead Round with Support from 8VC, Valor Equity Partners and EDBI
NEW YORK, May 13, 2025 /PRNewswire/ -- Addepar, a leading global technology and data platform that investment professionals rely on to make t... |
| 27.02.2025 | ThoughtSpot Appoints Brad Roberts as Chief Financial Officer to Drive Growth and Scalability in the AI Era | Roberts brings decades of experience to accelerate growth and strengthen operational excellence of the organization
ThoughtSpot, the AI-native Intelligence Platform, has announced the appointment of Brad Roberts as Chief Financial Officer (... |
| 24.01.2025 | Один год вместе с LLM в кибербезопасности: как ИИ менял индустрию | В 2024 году большие языковые модели (LLM) кардинально изменили многие сферы, включая кибербезопасность. LLM научились не только помогать в поиске уязвимостей, но и предлагать их исправления. От симуляции атак и анализа уязвимостей до создан... |
| 19.09.2024 | Itaú Private Partners with Addepar to Deliver a Comprehensive Global Investment Solution | Exclusive collaboration enhances wealth management services with cutting-edge data aggregation and performance reporting tools
NEW YORK, Sept. 19, 2024 /PRNewswire/ -- Itaú Private, a leading provider of private banking services, has announ... |
| 28.08.2024 | Siepe's $30 Million Boost: A Leap into the Future of Private Credit | In the fast-paced world of finance, change is the only constant. Siepe, a Dallas-based technology provider, has just secured a $30 million lifeline in a Series B funding round. This significant investment, led by WestCap, aims to propel Sie... |
| 27.08.2024 | Siepe: $30 Million (Series B) Raised To Advance Private Credit Platform | Siepe, a provider of software and technology-enabled services for private credit and CLO managers, announced it has raised $30 million in a Series B funding round led by WestCap, a strategic operating and investing firm with $6 billion in a... |
| 23.05.2024 | Corient Selects Addepar in Transformative Partnership | Collaboration aligns Corient's growth goals and focus on client excellence with Addepar's robust technology, data foundation and scalable infrastructure
NEW YORK, May 23, 2024 /PRNewswire/ -- Addepar, a global technology and data company fo... |
| 02.10.2023 | Wealthtech Addepar Introduces Features Allowing Clients to Run Reports at Enterprise Scale | Addepar has shared key platform updates, research insights and the latest client, partner and company developments.
This month, Addepar is highlighting updates that will “enable firms to run reports at enterprise scale, as well as Client Po... |
| 21.03.2023 | Wealthtech Addepar Expands to India with Pune Office | With their continued growth and drive to serve clients globally, Addepar is opening a new office in Pune, India.
Establishing a presence in India will enable Addepar to increase their investments in research and development (R&D) and su... |
| 19.02.2023 | Layoffs spell opportunity for some fintech startups | Welcome to The Interchange! If you received this in your inbox, thank you for signing up and your vote of confidence. If you’re reading this as a post on our site, sign up here so you can receive it directly in the future. Every week, I’ll ... |
| 14.11.2022 | London Office Expands Wealthtech Addepar’s European Business Operations | After expansive growth in both client base and product offerings, Addepar is pleased to announce “the continued growth of their European presence.”
The opening of their London office “follows last year’s expansion in Edinburgh.”
CEO Eric Po... |
| 02.03.2022 | Wealthtech Addepar Joins the Open Cap Table Coalition | Wealthtech firm Addepar is pleased to confirm that it has joined the Open Cap Table Coalition, which is a cross-industry group that is focused on enhancing the interoperability, transparency, and portability of “company capitalization data.... |
| 30.07.2021 | Wealthtech Addepar has Raised Nearly $500M to Date, Now Tracking Over $2.9T in Assets | Addepar, a U.S.-based wealth manager with $2.5 trillion of assets on its platform, had secured $150 million in capital in June of this year.
Addepar‘s management recently revealed that they’re planning to further expand business operations ... |
| 06.07.2021 | Now Valued at $2 Billion, Addepar Sets Sights on Further Expansion | The pandemic led to heightened demand for wealth management technology, and Addepar is among the companies that have benefited. Addepar has been adding lots of customers and assets to its platform and raised $150 million in its latest fundi... |
| 06.07.2021 | Now Valued at $2 Billion, Addepar Sets Sights on Further Expansion | - |
| 02.07.2021 | Ruchir Swarp, CTO at Trillion Dollar Asset Manager Addepar, Reveals how Firm Leverages Open-Source Tech | The team at Addepar, a leading asset manager, recently had a detailed discussion with Ruchir Swarup, CTO at the company.
Ruchir Swarup is currently responsible for leading the tech teams that have made Addepar the “platform of choice” for w... |
| 16.06.2021 | Addepar Valued at $2.17 Billion as Investors Bet on Wealth-Management Tech | - |
| 16.06.2021 | In private equity, compensation lags for women in senior positions | This is the web version of Term Sheet, a daily newsletter on the biggest deals and dealmakers. Sign up to get it delivered free to your inbox.
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In general, 2020 proved t... |
| 16.06.2021 | Addepar Raises $150M in Series F Funding | Addepar, a Mountain View, Calif.-based technology platform for wealth management, raised $150m in Series F funding.
D1 Capital Partners made the investment at a pre-money valuation of $2 billion.
The company intends to use the funds to furt... |
| 16.06.2021 | In private equity, compensation lags for women in senior positions | This is the web version of Term Sheet, a daily newsletter on the biggest deals and dealmakers. Sign up to get it delivered free to your inbox.
In general, 2020 proved to be a good year for private equity dealmakers.
Even as deal value and v... |
| 15.06.2021 | Addepar Announces $150M Investment by D1 Capital Partners, Exceeding $2B Valuation | |
| 15.06.2021 | Addepar : Announces $150M Investment by D1 Capital Partners, Exceeding $2B Valuation | MOUNTAIN VIEW, Calif., June 15, 2021 /PRNewswire/ -- Addepar, a leading technology platform for wealth management, today announced it has raised $150 million from D1 Capital Partners at a pre-money valuation of $2 billion as part of its Ser... |
| 15.06.2021 | Addepar Announces $150M Investment by D1 Capital Partners, Exceeding $2B Valuation | The investment capital will accelerate the growth of Addepar's industry-leading platform and fuel its global expansion
MOUNTAIN VIEW, Calif., June 15, 2021 /PRNewswire/ -- Addepar, a leading technology platform for wealth management, today ... |
| 15.06.2021 | Addepar Scoops Up $150M Series F Funding |
MOUNTAIN VIEW, CA, Addepar today announced it has raised $150 million from D1 Capital Partners.
>> Click here for more funding data on Addepar
>> To export Addepar funding data to PDF and Excel, click here
Addepar, a lead... |
| 15.06.2021 | Addepar Valued at $2.17 Billion as Investors Bet on Wealth-Management Tech | Wealth-management software provider Addepar Inc. more than doubled its valuation to $2.17 billion from seven months ago in its latest funding round, the company said Tuesday.
Addepar said it had raised $150 million from New York hedge-fund ... |
| 29.04.2021 | Trillion Dollar Wealth Manager Addepar Expands Business Operations with New Edinburgh, Scotland Office | Addepar, a U.S.-based wealth manager with $2.5 trillion of assets on its platform, says its goal has always been to offer investors and advisors with the data required to “optimize” how the world’s capital is “put to work.”
The Addepar team... |
| 08.04.2021 | Addepar Exceeds $2.5 Trillion in Assets on its Platform, Fueled by Record Client Growth | |
| 02.04.2021 | Rashelle Salimi from Wealth Management Tech Platform Addepar Discusses Key Industry Trends with Women Fintech Execs | Wealth management tech platform Addepar published a blog post on March 31, 2021, noting that it was Women’s History Month, when they look forward to celebrating the impressive accomplishments of women in “every avenue of business, governmen... |
| 23.03.2021 | Counterpart Rakes In $10M To Help Small Businesses With Liability Insurance | Counterpart Inc., a Walnut, Calif.-based insurtech using technology and data to transform the management liability insurance market, has raised $10 million in funding led by Valor Equity Partners.
The insurtech field is wide open for startu... |
| 10.01.2021 | Wealth Management Tech Plaform Addepar Acquires RCI to Assist Clients with Making More Informed Investment Choices | US-based wealth management tech platform Addepar notes that for many years, wealth managers have had important questions that have been “surprisingly difficult to answer.” For instance, they want to know what exactly they own in their portf... |
| 28.12.2020 | Wealth Management Firm Addepar Reveals that Investors turned Bearish on Equities for Record 7 Consecutive Months from April to Oct 2020 | Wealth management tech platform Addepar notes that the broader financial industry had to deal with “extraordinary challenges.” The Fintech firm pointed out that local economies and communities have been “deeply affected by the fallout from ... |
| 19.11.2020 | Addepar snags $117M Series E | Addepar has raised $117 million in a round led by WestCap Group. 8VC and Sway Ventures also participated in the funding. Founded in 2009, Addepar is the developer of a wealth management platform that offers data aggregation, reporting and a... |
| 18.11.2020 | Addepar Gains $117M in Series E Funding |
MOUNTAIN VIEW, CA, Addepar gains $117M in series E funding led by WestCap Group.
>> Click here for more funding data on Addepar
>> To export Addepar funding data to PDF and Excel, click here
Addepar announced it had close... |
| 18.11.2020 | Addepar Raises $117M in Series E Funding | - |
| 18.11.2020 | Addepar Raises $117M in Series E Funding | |
| 19.05.2020 | Addepar raises $140 million so more of the ultra rich can know exactly what they’re doing with their money | - |
| 19.03.2020 | Addepar Scores $40M in Financing |
MOUNTAIN VIEW, CA, Addepar, a leading technology platform for wealth management, announced an investment of $40 million by WestCap Group.
>> Click here for more funding data on Addepar
>> To export Addepar funding data to PD... |
| 19.03.2020 | Addepar Raises $40M in Funding | Addepar, a Mountain View, Calif.-based technology platform for wealth management, raised $40m in funding by WestCap Group.
The investment was led by Laurence Tosi (“L.T.”), a member of Addepar’s Board of Directors for the past two years as ... |
| 22.06.2017 | A startup that wants to change the way people think about saving money has named a new CEO | Flickr/incase.
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A New York startup that wants to change the way millennials think about saving money has named a former LinkedIn engineer as its CEO.
Derek Brown joined Exeq in January as chief technology officer, according to ... |
| 08.06.2017 | Addepar Announces $140M Series D |
MOUNTAIN VIEW, CA, Addepar, the operating system for the financial world, today announced it has closed a $140 million Series D funding.
>> Click here for more funding data on Addepar
>> To export Addepar funding data to PDF... |
| 08.06.2017 | Addepar raises $140 million to help rich people manage their assets | Addepar, a company that touts itself as the “operating system for the financial world,” has raised a whopping $140 million in a series D round of funding led by Valor Equity Partners, 8VC, and QuantRes founder Harald McPike.
Founded out of ... |
| 08.06.2017 | With Ties to Thiel and Musk, Fintech Startup Addepar Adds $140M | Share Share on Facebook Share on Twitter LinkedIn Email Reprints
Addepar, a wealth management software company co-founded in 2009 by Palantir Technologies co-founder Joe Lonsdale, announced today it has raised $140 million to expand its ser... |
| 08.06.2017 | Addepar Raises $140M in Series D Funding | Addepar, a Mountain View, CA-based operating system for the financial sector, closed a $140m Series D funding.
The round was co-led by Valor Equity Partners, 8VC, and QuantRes founder Harald McPike.
The company intends to use the funds to c... |
| 08.06.2017 | Addepar raises $140 million to help rich people manage their assets | Did you miss a session from GamesBeat Summit 2022? All sessions are available to stream now. Learn more.
Addepar, a company that touts itself as the “operating system for the financial world,” has raised a whopping $140 million in a series ... |
| 08.06.2017 | Addepar raises $140 million so more of the ultra rich can know exactly what they’re doing with their money | Addepar, the provider of data collection and monitoring services for the financial industry (it’s Palantir’s somewhat less ethically compromised cousin), has raised a whopping $140 million in its latest round of funding.
The company’s finan... |
| 08.06.2017 | Term Sheet — Thursday, June 8 | You’ll Laugh! Cry! (Maybe Buy.)
Below is my column from the latest issue of Fortune. Apologies if this concept sounds a tiny bit familiar to dedicated Term Sheet readers…
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Some o... |
| 08.06.2017 | Wealth management data startup Addepar raises $140 million | By Anna Irrera
3 Min Read
Addepar software that helps wealth managers to view information on their clients' assets that might be spread out across various accounts is seen in this undated handout screen grab. Courtesy of Addepar/Handout via... |
| 16.01.2017 | Joe Lonsdale moves forward with 8VC’s new fund and more | Joe Lonsdale has had his fair share of ups and downs in recent years. Investors don’t seem to mind. Nearly a year ago, they quietly provided Lonsdale’s newest, early-stage venture firm, 8VC, with $425 million in funding for its debut fund, ... |
| 20.02.2016 | Forbes 50 Fintech. Часть 5. Аналитические и информационные услуги | 1. Компания Money.Net (осн. в 2014 году, размер инвестиций не раскрывается) позиционирует себя как бюджетную альтернативу Bloomberg за $95 в месяц, а не $20 000 в год. Пробный доступ на 14 дней предоставляется бесплатно. Системой можно поль... |
| 25.06.2015 | A Closer Look At The Silicon Valley Vs. Wall Street Talent War | Eric Poirier Contributor
Eric Poirier is the CEO of investment management software company Addepar.
Gordon Gekko is but a distant blip in the rear-view mirror for this generation’s best and brightest. In lieu of Wall Street, today’s top gra... |
| 13.05.2014 | Addepar Raises $50M in Series C Financing | Addepar, a Mountain View, CA-based financial technology platform for the investment management industry, raised $50m in Series C financing.
The round was led by Yammer founder and former PayPal COO David O. Sacks and Valor Equity Partners, ... |
| 13.05.2014 | Addepar Closes $50M in Series C |
MOUNTAIN VIEW, CA, Leading financial technology platform for the $120 trillion investment management industry, announced that it has raised $50 million in its Series C financing.
>> Click here for more funding data on Addepar
>... |
| 08.03.2013 | Joe Lonsdale To Take The Disrupt NY Stage | We’re very excited to announce that we added Joe Lonsdale, co-founder of Palantir and Addepar, to our roster of Disrupt NY speakers. After a stint as an intern at PayPal, Lonsdale shook up Silicon Valley twice in a row with the aforemention... |
| 08.03.2013 | Let’s talk about ‘women in tech’: Silicon Valley still has a gender problem | We are excited to bring Transform 2022 back in-person July 19 and virtually July 20 - 28. Join AI and data leaders for insightful talks and exciting networking opportunities. Register today!
I tweeted to female entrepreneurs and developers ... |
| 08.03.2013 | Let’s talk about ‘women in tech’: Silicon Valley still has a gender problem | I tweeted to female entrepreneurs and developers to ask whether they enjoy the “women in tech” conversation or avoid it, and why. I hit a nerve and received dozens of responses, which we compiled using Storify. Check it out at the bottom.
T... |
| 20.01.2013 | The Silicon Valley Elite Need A Culture Of Duty | Editor’s note: Joe Lonsdale is a General Partner at Formation 8, an early growth technology fund. He is co-founder of Palantir and Addepar, and is also proud to be behind other successful mission-driven technology companies. Follow him on T... |
| 31.12.2012 | Silicon Valley VCs predict 2013 trends: Space, robots, self-driving cars | As the year draws to an end, Silicon Valley investors are looking for the next wave of technology after social networking.
VentureBeat spoke to a slew of the top players at well-known West Coast institutions — the founding team at Stanford ... |
| - | A fintech VC is disclosing a decade of return data showing a billion-dollar gain. Now he is challenging other VCs to open their books. | Dovi Frances is the founding partner of Group 11, a venture capital firm based in Los Angeles. Group 11 This story is available exclusively to Insider subscribers. Become an Insider and start reading now.
Most VC firms carefully guard their... |
| - | Addepar | “A platform built to simplify complexity. Addepar empowers investment professionals across the globe with data, insights and cutting-edge technology.” |
