Strategic Partnerships and Integrations of Addepar platform
HSBC UK Private Banking partners with Addepar to provide brand-new client reporting experience
HSBC UK Private Banking has partnered with Addepar to enhance its client reporting capabilities. By integrating Addepars investment portfolio management platform, HSBC aims to deliver a more advanced..., transparent, and customizable reporting experience for its private banking clients. This collaboration leverages Addepars asset aggregation and analytics technology to improve data-driven insights and client engagement in wealth management.
Mergers, Acquisitions, and Business Moves by Addepar platform
Addepar acquires Arcus to boost AI capabilities
Addepar has acquired AltX to strengthen its position in the fast-growing alternatives investment market. This acquisition aims to enhance Addepars platform with advanced data aggregation and analytic...s for alternative assets, supporting wealth managers and financial advisors in delivering deeper insights and improved portfolio management for clients.
Addepar Acquires Arcus to Accelerate AI Innovation
Addepar, a leading data platform for wealth and investment management, has acquired Arcus, an enterprise AI workflow platform. This acquisition aims to accelerate Addepar's AI innovation and enhance ...its platform with advanced AI capabilities for improved productivity and decision-making in asset management.
Addepar Acquires AI Workflow Automation Startup Arcus
Addepar has acquired Arcus, an AI workflow automation startup. This acquisition aims to enhance Addepars investment portfolio management platform with advanced automation and artificial intelligence ...capabilities, strengthening its position in wealth management technology.
Addepar has acquired Arcus, an AI startup focused on multimodal, multi-step AI workflows. This acquisition follows Addepar's recent $230 million Series G funding round and aims to strengthen its AI c...apabilities within its investment portfolio management platform. Arcus, founded in 2023, brings advanced workflow automation and artificial intelligence expertise to Addepars technology stack.
HSBC UK Private Banking Introduces Addepar Platform, Boosts Offerings
HSBC UK Private Banking has adopted the Addepar platform to enhance its wealth management services. By integrating Addepars investment portfolio management and asset aggregation software, HSBC aims t...o deliver improved portfolio reporting, data-driven insights, and a more personalized client experience for high-net-worth individuals. This move strengthens HSBCs digital capabilities in private banking and underscores Addepars growing presence in global financial institutions.
HSBC UK Private Banking deploys Addepar software platform
HSBC UK Private Banking has deployed Addepars investment portfolio management platform to enhance reporting and analytics for ultra and high net worth clients. HSBC is the first major UK bank to impl...ement Addepar, following earlier adoption by its US Private Bank. The platforms advanced alternatives reporting and tailored performance insights were key factors in the decision.
