- Addepar a wealth management platform that specializes in data aggregation, analytics, and reporting for even the most complex investment portfolios
- Technology platform for wealth management, announced it has closed a $117 million Series E funding round, led by WestCap
- Addepar one of several strategic investments made by WestCap in FinTech over its 20-year history
- Tosi and Ganeles have focused WestCap’s Fintech strategy on the nexus of technology and private capital markets
- Addepar is an intuitive and critical platform for effectively tracking and managing a wide range of financial assets
- The company’s performance during this unprecedented time of volatility shows its ability to deliver unmatched value across market cycles
