Recent events
Recent events tied to this brand in public sources.
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2022
Addepar adds Jaime Hildreth and Juan A. Sabater to its board
Addepar announced that Jaime Hildreth and Juan A. Sabater had joined its Board of Directors. Hildreth replaced Laurence A. Tosi as WestCap Group’s voting member, while Sabater joined as Valor Equity Partners’ voting member.
2021
Addepar announces acquisition of AdvisorPeak
Addepar announced its acquisition of AdvisorPeak. AdvisorPeak’s team and technology will become part of Addepar.
2021
Addepar acquires Real Capital Innovation
Addepar acquired Real Capital Innovation (RCI), whose team is joining Addepar. Addepar said the acquisition would let it offer clients tools to model and analyze portfolios in a forward-looking way.
2020
Addepar closes $117 million Series E funding round
Addepar closed a $117 million Series E funding round led by WestCap Group. The funding will support expansion of its data aggregation, analysis and reporting platform.
2020
Addepar appoints Ruchir Swarup as CTO
Addepar announced that Ruchir Swarup joined the company as Chief Technology Officer and would lead its technology teams.
2020
Addepar announces Assurance program credits for new firms
Addepar announced its Addepar Assurance program, offering eligible new U.S.-based RIA firms credits of up to 50% of an Addepar license cost, subject to implementation details and program terms.
2020
WestCap invests $40 million in Addepar
WestCap Group reportedly invested $40 million in Addepar. Addepar's chief executive said the company would use the capital for research and development, new markets, and analytics and aggregation services.