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/PRNewswire/ -- Addepar, a leading wealth management technology platform purpose built for investments, today announced that it has acquired AdvisorPeak. As a...
/PRNewswire/ -- Addepar, a leading wealth management technology platform purpose built for investments, today announced that it has acquired AdvisorPeak. As a...
AdvisorPeak Brings Trading & Rebalancing to INVENT's Cloud Native Wealth Management Platform News provided by Share this article Share this article LAYTON, Utah, May 20, 2021 /PRNewswire/ -- AdvisorPeak today announced a strategic partnership with Invent.us (INVENT), becoming the first trading and rebalancing platform to be offered on INVENT's leading cloud technology platform. AdvisorPeak joins INVENT's ecosystem of prebuilt integrations and APIs that are cloud agnostic and work seamlessly with the unique needs of wealth management institutions. AdvisorPeak's trading solutions are now avai...
Enhanced tax credit entices more companies to offer 401(k) plans Enhanced tax credit entices more companies to offer 401(k) plans Damon Deru said the tax credit ‘helped push us in the right direction.’ In October — as many businesses struggled with reduced staff — Damon Deru did what he had long wanted to do. He introduced a 401(k) plan for his company's 16 employees. The founder and CEO of AdvisorPeak Inc., a Layton, Utah-based provider of trading and rebalancing software for financial advisers, was moved to launch the 401(k) partly because of a tax credit that would help offset the ...
AdvisorPeak Unveils First Digital Asset Trading Solution for Independent Advisors Collaboration with Prime Trust brings digital asset trading and rebalancing to the Wealth Management industry News provided by Share this article AdvisorPeak today became the first wealthtech solution for independent advisors to deliver trade management solutions for digital assets. Nearly 1,000 advisors leveraging AdvisorPeak can now custody, trade, and rebalance digital assets on behalf of their clients through a collaboration with Prime Trust. As the leading provider of all-in-one, API-based financial inf...