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, ...
Nicole Sager from FitzRoy Investment Advisors Comments on the Benefits of Using the Addepar Platform
FitzRoy Investment Advisors is a multi-family office based in Miami, Florida. Addepar is an independent firm that “provides investment advice to high-net-worth families and individuals.” Her official ...
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 ...
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