Addepar stories
LGT Wealth Management UK picks Addepar for client data
Last month
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digital transformation
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fintech
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cx
LGT Wealth Management UK taps Addepar to upgrade client reporting and portfolio data for advisers handling more complex, cross-border assets.
Addepar unveils Addison AI to power wealth insights
Last month
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data analytics
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digital transformation
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fintech
Addepar launches Addison AI to give wealth managers trusted, natural language portfolio intelligence embedded across its platform workflows.
Addepar names Peter O'Brien & Janeen France to top roles
Fri, 21st Nov 2025
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fintech
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cx
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martech
Addepar appoints Peter O'Brien as Chief Revenue Officer and Janeen France as Chief Client Officer, boosting leadership amid European expansion.