Inside Addepar, a recap of key Addepar platform updates, research insights and client, partner and company developments, has shared that in July 2023, the firm introduced new product enhancements, ...

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 ...

In December 2022, Addepar is introducing a new way “to spotlight key performance metrics in the Client Portal for web with changes to mobile slated for next month.” Addepar is also pleased “to ...

NEW YORK, Sept. 19, 2024 /PRNewswire/ -- Itaú Private, a leading provider of private banking services, has announced an exclusive partnership with Addepar, a global leader in technology and data ...

Alastair Cairns is the head of Insights and Marketplace at Addepar, a wealth management technology platform. Insights is a new venture within Addepar that delivers comparative analytics based on ...

LONDON, June 3, 2025 /PRNewswire/ -- HSBC UK Private Banking is the first major UK bank to adopt Addepar's leading software platform designed specifically for wealth managers. This follows adoption in ...

The week saw more downsizing from a prominent technology company. No, I’m not talking about Elon Musk firing significant portions of employees at Twitter offices around the world. Chime, one of the ...

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 ...

HSBC UK Private Banking, a subsidiary of HSBC Holdings PLC HSBC, has adopted the Addepar platform, which is particularly designed for wealth managers. This move comes after its adoption in the US ...

Fintech giant Addepar is gearing up to do battle in a wealth management marketplace being reshaped by the coronavirus crisis. The Silicon Valley portfolio management and performance reporting platform ...