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Addepar raises $117m in Series E funding

Mountain View based technology platform for wealth management raised $117m in Series E funding led by WestCap Group.

"Addepar is an intuitive and critical platform for effectively tracking and managing a wide range of financial assets. The Addepar team has brought the best of Silicon Valley innovation and Wall Street risk management capabilities together and is fundamentally transforming the financial industry by giving investors more visibility and control over their investments," said Mr. Tosi. "Addepar will see continued high growth as investment management firms need even greater speed, clarity, and insight to stay competitive and manage risk. The company's performance during this unprecedented time of volatility shows its ability to deliver unmatched value across market cycles."

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wealth management