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.
Integrated Partners is adding a mother-son tandem to its network in Missouri as Kestra onboards a father-son advisor duo from UBS.
Futures indicate stocks will build on Tuesday's rally.
Cost of living still tops concerns about negative impacts on personal finances
Financial advisors remain vital allies even as DIY investing grows
A trade deal would mean significant cut in tariffs but 'it wont be zero'.
RIAs face rising regulatory pressure in 2025. Forward-looking firms are responding with embedded technology, not more paperwork.
As inheritances are set to reshape client portfolios and next-gen heirs demand digital-first experiences, firms are retooling their wealth tech stacks and succession models in real time.
