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California based wealth management technology platform raised $150m in Series F funding led by D1 Capital Partners at a $2b valuation.
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Addepar currently tracks about $2.7 trillion of assets and has added an average $15 billion in assets a week since mid-2020. “This has been a human trust business since the beginning of time, and having a human who is the financial professional use technology to serve their clients is a sea change,” said Eric Poirier, CEO.
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