Wealthtech company Addepar is spending some of the money it raised over the summer to buy AdvisorPeak, which builds trading and rebalancing software for financial advisors. Addepar’s aggregation, ...

Wealthtech Addepar has shared an update focused on how to drive tax efficiency and growth with householding in Addepar Trading. Wealthtech firm Addepar explained that successful advisors help clients ...

Inside Addepar, a quarterly update of Addepar platform developments, research insights and client, partner and company announcements has been released. Addepar says that it just “completed a strong ...

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 ...