Addepar, a global data and AI platform for investment professionals, today announced the launch of Addepar Data Exchange (ADX), a managed data environment within the Addepar platform that enables ...

The new managed data environment helps firms integrate investment data across systems, enabling AI-driven workflows and ...

Addepar, the data platform for wealth, investment, and asset management, announced the acquisition of Arcus, an enterprise AI workflow platform. Terms of the transaction were not disclosed. “Addepar ...

AdvisorPeak, the independent rebalancing and trading technology firm launched three years ago, has gone from plucky startup to being acquired by a wealth management platform juggernaut. While terms of ...

Collaboration aligns Corient's growth goals and focus on client excellence with Addepar's robust technology, data foundation and scalable infrastructure "Through this partnership, our advisors and ...

NEW YORK, May 20, 2025 /PRNewswire/ -- Addepar, the leading technology and data platform for wealth, investment, and asset management, today announced the acquisition of Arcus, an innovator in ...

RBC Wealth Management has announced a deal to offer the cloud-based wealthtech platform Addepar Inc. to its more than 2,100 financial advisers — marking the largest deal to date for the portfolio ...