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...
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...
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....
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...
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...
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...