Wealthtech platform Addepar has launched Addison, a groundbreaking native AI experience designed to deliver actionable intelligence directly within investment professionals’ daily workflows. Announced ...

Addepar, a wealth management technology platform, is charging into 2025 with several key updates that aim to enhance efficiency, improve insights, and strengthen client relationships for investment ...

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 ...

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 ...

Vitruvian PartnersとWestCapが共同リード、8VC、Valor Equity Partners、EDBIが支援 ニューヨーク, 2025年5月14日 /PRNewswire/ -- Addeparが本日、2 ...