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AutoRek: Simplifying Real-Time Reconciliations and Data Integrity
At Money20/20 Europe 2026, Nick Botha, VP of Retail Banking and Payments at AutoRek, explaining […]
Addepar's Global Expansion Accelerates with New Switzerland Office
Addepar announced the opening of its new office in Switzerland marking its latest step in their mission to connect the global investment ecosystem
HSBC UK Private Banking Partners With Addepar to Provide Brand-New Client Reporting Experience
HSBC UK Private Banking is the first major UK bank to adopt Addepar's leading software platform designed specifically for wealth managers
Pontera Raises $60 Million to Help US Workers Retire Better
Pontera, the fintech company enabling 401(k) participants to receive comprehensive wealth management services by personal […]
Addepar raises $117M in Series E funding
Addepar, a technology platform for wealth management, announced it has closed a $117 million Series E funding […]
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