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Addepar acquires AdvisorPeak to streamline portfolio rebalancing and trading for wealth managers

Published: October 22, 2021

/PRNewswire/ -- Addepar, a leading wealth management technology platform purpose built for investments, today announced that it has acquired AdvisorPeak. As a...

Source: prnewswire.com

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New YorkUnited StatesSalt Lake CityBard MalovanyJoe LonsdaleEric PoirierForbes FintechDamon DeruAdvisorpeak IncAcervus Securities IncGeneral PartnerSilicon ValleyNew York CitySilicon Slopes

Wealth Management Platform Market Is Thriving Worldwide with Fiserv, Addepar, Refinitiv

Published: October 7, 2021

Wealth Management Platform Market Is Thriving Worldwide with Fiserv, Addepar, Refinitiv

Source: sandiegosun.com

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