Addepar acquires AdvisorPeak to streamline portfolio rebalancing and trading for wealth managers

Oct 22, 2021 | Company, Press Release

AdvisorPeak’s team of experts join Addepar to complement the company’s rapid pace of innovation and growth NEWS PROVIDED BY Addepar Oct 22, 2021, 11:16 ET MOUNTAIN VIEW, Calif., Oct. 22, 2021 /PRNewswire/ — Addepar, a leading...

AdvisorPeak Appoints Mark Hollingsworth as Chief Strategy Officer

Jun 29, 2021 | Company, Press Release

LAYTON, Utah, June 29, 2021 /PRNewswire/ — AdvisorPeak today announced the appointment of Mark Hollingsworth as Chief Strategy Officer. In the newly created senior management role, Mr. Hollingsworth brings over 35 years of...

AdvisorPeak Brings Trading & Rebalancing to INVENT’s Cloud Native Wealth Management Platform

May 20, 2021 | Company, Fintech News, Industry, Press Release

LAYTON, Utah, May 20, 2021 /PRNewswire/ — AdvisorPeak today announced a strategic partnership with Invent.us (INVENT), becoming the first trading and rebalancing platform to be offered on INVENT’s leading cloud technology platform....

AdvisorPeak Introduces New Model Portfolios on Trading Platform

Feb 1, 2021 | Company, Press Release

SALT LAKE CITY, Feb. 1, 2021 /PRNewswire/ — AdvisorPeak announced the addition of multiple investment model portfolios to its tax-efficient, risk-based trading and rebalancing platform today. Over 900 advisors and wealth management professionals now have access...

AdvisorPeak Bundles Rebalancing Solution for Panoramix Users

Sep 25, 2020 | Press Release

Partnership combines AdvisorPeak’s tax-efficient order management platform with Panoramix’s award winning performance reporting and billing software SALT LAKE CITY, Sept. 25, 2020 /PRNewswire/ — AdvisorPeak announced a partnership...

AdvisorPeak Enhances Investment Analytics for RIAs

Jun 11, 2020 | Press Release

Partnership with FinMason integrates analytics engine into rebalancing platform SALT LAKE CITY, June 11, 2020 — AdvisorPeak announced a partnership today with FinMason, a fintech firm and investment analytics provider, offering AdvisorPeak users world-class...