Addepar, a Mountain View, California-based provider of wealth management technology, has closed a $117 million Series E funding round led by WestCap Group.
Other investors in the round include 8VC, a venture fund founded by Addepar founder Joe Lonsdale, who also is the co-founder of Palantir, and Sway Ventures.
The funding will be used to support the expansion of the company’s data aggregation, analysis and reporting platform.
Relationships are key to our business but advisors are often slow to engage in specific activities designed to foster them.
Whichever path you go down, act now while you're still in control.
Pro-bitcoin professionals, however, say the cryptocurrency has ushered in change.
“LPL has evolved significantly over the last decade and still wants to scale up,” says one industry executive.
Survey findings from the Nationwide Retirement Institute offers pearls of planning wisdom from 60- to 65-year-olds, as well as insights into concerns.
Streamline your outreach with Aidentified's AI-driven solutions
This season’s market volatility: Positioning for rate relief, income growth and the AI rebound
