Addepar operates software and data platforms designed to enhance investment decisions and optimize portfolio outcomes. Their platform consolidates all financial accounts to provide a comprehensive view of clients' portfolios. This empowers investment professionals worldwide with data, insights, and state-of-the-art technology to make more informed decisions.
David Teten, Ascan Investments, Formation 8, Friends & Family Capital, 8VC, ASBC, Altered Capital, WestCap, Greenoaks Capital Partners, Thrive Capital, K3 Diversity Ventures, Blumberg Capital, Valor Equity Partners, Signatures Capital, Babak Yazdani, Prometheus Group, White Sand Capital, Guava Capital (Denver), Stanley Druckenmiller, Janse Capital, D1 Capital Partners, Manhattan Venture Partners, Harald McPike, Streamlined Ventures, Kingfisher Investment Advisors.
With their continued growth and drive to serve clients globally, Addepar is opening a new office in Pune, India.
NEW YORK--(BUSINESS WIRE)--Today, UBS launched a new offering, in collaboration with Addepar and Mirador, that will provide UBS’s ultra high net worth clients in the US with a consolidated, real-time view of their entire portfolio across assets and liabilitie…
NEW YORK--(BUSINESS WIRE)--HSBC U.S. Private Banking, part of the bank’s Wealth and Personal Banking business, announced today that it has selected Addepar, a leading technology platform purpose built for investments, as its consolidated client performance re…