For decades, financial advisors have been plagued by a surprisingly complex problem: a lack of full transparency into clients' investment portfolios in order to deliver high-quality, tailored advice ...

Addepar, a financial operating system, today announced major company milestones and significant updates to its technology, notably the availability of the Addepar Open API. With 97% year-over-year ...

Addepar, a technology provider to RIAs and wealth managers, has announced the launch of its own trading platform, the rollout of dashboard enhancements and other improvements to its products. The new ...

NEW YORK, March 3, 2026 /PRNewswire/ -- Addepar, a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence, today announced ...