Tag: Addepar

LGT Wealth Management UK, a leading private banking and asset management firm backed by the Liechtenstein Princely Family, has selected Addepar, a global data...

Addepar, a global technology and data platform used by investment professionals, has secured $230m in a Series G funding round that values the company at $3.25bn.

Wealth management technology platform Addepar has closed its Series F round on $150m, at a pre-money valuation of $2bn.

Fraud-fighting RegTechs and digital payment providers were among the 34 rounds raised by the FinTech industry last week, areas that are becoming more important during the pandemic.

WealthTech platform Addepar has closed its Series E funding round on $177m, as it looks to deepen its platform capabilities.

Wealth management technology platform Addepar has collected $40m in a funding round from global equity firm WestCap Group.

Financial operating system Addepar has picked up $140m in its Series D round.