Addepar Acquisitions

Addepar has acquired 3 companies and its latest acquisition was AdvisorPeak, Inc. on Oct 2021

COMPANY ACQUIRED
ACQUISITION DATE
AMOUNT
DESCRIPTION
AdvisorPeak, Inc.

Oct 2021

Source »
undisclosed
AdvisorPeak is an Utah-based portfolio management platform that offers solutions including trading management and portfolio rebalancing for investment professionals.
Real Capital Innovation, Inc.

Jan 2021

Source »
undisclosed
RCI is an investment advisory platform that provides asset management strategies, decision-making insights and consulting services for individuals.
Altx, Inc.

May 2017

Source »
undisclosed
Altx develops data science techniques and proprietary algorithms for hedge fund markets to make investment decisions.

Frequently Asked Questions about Addepar

  1. What companies did Addepar acquire?

    Companies acquired by Addepar include AdvisorPeak, Real Capital Innovation Inc and Altx, Inc.
  2. How many acquisitions does Addepar have?

    Addepar has acquired 3 companies including AdvisorPeak, Real Capital Innovation Inc and Altx, Inc..
  1. How many acquisitions did Addepar make in 2021?

    In 2021 Addepar acquired 2 companies including AdvisorPeak and Real Capital Innovation Inc.