Addepar Opens First Non-US Office, Names President
Tom Burroughes, 09 April 2021
Addepar added nearly 150 new clients in the last year - spanning across family offices, RIAs and large financial institutions. Clients included WE Family Offices.
Addepar added nearly 150 new clients in the last year - spanning across family offices, RIAs and large financial institutions. Clients included WE Family Offices.
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The first three months of 2021 set a fresh record for M&A deals in the wealth management space. Within the data mix, numbers show that banks weren't major players, although the SVP/Boston Private transaction was...
The latest senior moves in wealth and asset management from across the US. ...
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