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Review about Addepar Initially established to address the complex needs of single-family offices, today we serve hundreds of clients and thousands of wealth managers — including family offices, independent advisors, private banks and broker-dealers — in more than 14 markets, around the world.
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Wealth Management Platform | Addepar

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Addepar Assurance, a program designed to make it easier for new clients to gain access to Addepar's platform during challenging market conditions. The program provides a credit for new clients to offset their cost of Addepar until the negative impact of market conditions on their business subsides. In a first of its kind offering, the duration of the credit provided through Addepar Assurance will be directly linked to an RIA firm's choice of benchmarks -- either the firm's assets under management, the S&P index or the CBOE Volatility index.
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https://www.prnewswire.com/new....s-releases/addepar-i

Addepar Introduces Pricing Assurance Program to Support RIAs
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Addepar Introduces Pricing Assurance Program to Support RIAs

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Addepar Introduces Unique Pricing Model For New Firms During Crisis
With the offer, firms new to Addepar receive a credit to offset their payment until the adverse impacts of the market on their business subside.
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https://www.wealthmanagement.c....om/technology/addepa

Addepar Introduces Unique Pricing Model For New Firms During Crisis | Wealth Management
www.wealthmanagement.com

Addepar Introduces Unique Pricing Model For New Firms During Crisis | Wealth Management

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Addepar, a leading technology platform for wealth management, announced an investment of $40 million by WestCap Group ("WestCap". The investment was led by Laurence Tosi ("L.T.", a member of Addepar's Board of Directors for the past two years as well as WestCap's founder and managing partner, and by Scott Ganeles, senior partner at WestCap. As longtime partners, Tosi and Ganeles also co-founded iPreo, a leading capital markets fintech company.
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https://www.prnewswire.com/new....s-releases/addepar-a

Addepar Announces $40 Million in New Financing
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Addepar Announces $40 Million in New Financing

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Addepar will use the additional capital to continue investing in research and development, market expansion and build-out of the firm’s analytics and aggregation platform.
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https://www.wealthmanagement.c....om/technology/westca

WestCap Group Invests $40 Million in Addepar | Wealth Management
www.wealthmanagement.com

WestCap Group Invests $40 Million in Addepar | Wealth Management

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