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 ...

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 ...

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 ...

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 ...

Addepar marked a milestone Wednesday, announcing it now has more than $5 trillion in assets being managed, overseen and analyzed on its platform, double what the firm’s systems tracked in early 2021. ...

Addepar, a U.S.-based wealth management platform, announced on Thursday the assets on its platform have increased to more than $2.5 trillion, adding more than $15 billion in assets a week on average ...