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Milestone: Addepar Exceeds $2 5 Trillion in Assets Through Wealth Management Platform

Milestone: Addepar Exceeds $2.5 Trillion in Assets Through Wealth Management Platform Addepar, a U.S.-based wealth management platform, announced on Thursday the assets on its platform have increased to more than $2.5 trillion, adding more than $15 billion in assets a week on average since mid-last year. The company further revealed that it had its strongest year on record in 2020 across all key metrics including client and revenue growth, user and firm engagement, and connecting its vibrant community. Addepar now serves more than 600 of the world’s top family offices, RIAs and large financial institutions across more than 25 countries. Founded in 2009, Addepar describes itself as a wealth management platform that specializes in data aggregation, analytics, and reporting for even the most complex investment portfolios. The platform provides asset owners and advisors a clearer financial picture at every level, allowing them to make more informed and timely investment dec

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MoneyLion to Present at the BofA Securities 2021 Electronic Payment Symposium on Monday, March 22, 2021

MoneyLion to Present at the BofA Securities 2021 Electronic Payment Symposium on Monday, March 22, 2021
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Next Insurance Partners with Amazon Business Prime to Provide Small Businesses with Affordable Digital Insurance Options

Next Insurance Partners with Amazon Business Prime to Provide Small Businesses with Affordable Digital Insurance Options Next Insurance will provide access to instant, customized coverage to Business Prime members News provided by Share this article PALO ALTO, Calif., March 17, 2021 /PRNewswire/ Next Insurance, the leading digital insurtech company transforming small business insurance, today announced a partnership with Amazon Business to provide eligible members the opportunity to access customized small business insurance. This partnership will allow Business Prime members to easily obtain a quote from Next Insurance and quickly purchase Historically, the process for purchasing business insurance has been a significant pain point for small business owners, with large insurers taking a one-size-fits-all approach. As a result, many small businesses end up with a poor customer experience and paying more for coverage that often doesn t fit their specific needs. Next Insuran

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Raydiant and Toast Partner, Bringing Together the Top-Rated Digital Signage and Customer Experience Platform with the Best in Digital Menu Solutions

Raydiant and Toast Partner, Bringing Together the Top-Rated Digital Signage and Customer Experience Platform with the Best in Digital Menu Solutions
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