Michael Paulus, the onetime president of advisor reporting and analytics platform Addepar, now leads a wealth management business himself. And he says that in the age of AI, a tech background is a ...

CNBC has teamed up with Addepar to provide a quarterly snapshot of family office portfolios. Addepar's data includes the portfolios of hundreds of family offices, representing a total of $1.4 trillion ...

NEW YORK, May 7, 2026 /PRNewswire/ -- Addepar, a global data and AI platform for investment professionals, today announced the launch of Addepar Data Exchange (ADX), a managed data environment within ...

NEW YORK, March 3, 2026 /PRNewswire/ -- Addepar, a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence, today announced ...

US-based investment technology company Addepar has appointed two long-standing leaders to new executive roles as it continues to expand worldwide. Peter O’Brien has been named chief revenue officer, ...

NEW YORK, Nov. 18, 2025 /PRNewswire/ -- Addepar, the global technology and data platform for investment professionals, today announced the appointments of two long-tenured internal leaders. Peter ...

Get started with Java streams, including how to create streams from Java collections, the mechanics of a stream pipeline, examples of functional programming with Java streams, and more. You can think ...

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, 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 ...

Addepar, a platform for investment professionals, has raised $230m in a Series G funding round, pushing its valuation to $3.25bn. The investment round was co-led by London-based Vitruvian Partners and ...