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.
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.
Addepar Appoints Peter O'Brien as Chief Revenue Officer and Janeen France as the Company's first Chief Client Officer
Addepar has appointed Peter O'Brien as Chief Revenue Officer and Janeen France as Chief Client Officer. O'Brien will lead global revenue efforts, focusing on market expansion and strategic alliances.... France will oversee client engagement, enhancing client experiences and translating technology into measurable impact. These appointments aim to strengthen Addepar's global growth and client focus.
Wealthtech Addepar Expands Business Operations with Switzerland Office
Addepar has opened a new office in Geneva, expanding its presence in Europe and the Middle East. This move supports its mission to connect the investment sector and serve clients in the region, inclu...ding family offices and private banks. The Geneva office adds to Addepar's existing locations in London, Edinburgh, and Dubai, enhancing its ability to provide innovative tech and data solutions.
Addepar's Global Expansion Accelerates with New Switzerland Office
Addepar has opened a new office in Geneva, Switzerland, as part of its global expansion strategy. This move enhances its presence in Europe and the Middle East, aiming to support investment professio...nals with advanced data and technology solutions. The Geneva office will help Addepar serve its clients better, offering services like portfolio reporting and analytics.
