LGT Wealth Management UK has chosen Addepar, a data and artificial intelligence platform, to uspport its front-office and client service teams. The integration of Addepar will provide LGT Wealth ...

Abstract: The widespread adoption of the fifth generation (5G) of cellular networks has brought new opportunities for the development of localization-based services. High-accuracy positioning use ...

Wealthtech platform Addepar has launched Addison, a groundbreaking native AI experience designed to deliver actionable intelligence directly within investment professionals’ daily workflows. Announced ...

NEW YORK, March 3, 2026 /PRNewswire/ -- Addepar, a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence, today announced ...

Kestra Holdings, a leading wealth management company serving independent financial professionals and firms nationwide, today announced the development of a new client portal experience for its ...

The race to get into advisors' tech stacks with AI continues its fast and furious pace this week as Opto Investments welcomes a CAIS veteran to a leadership role, while Jump and Zocks each announce ...

San Diego-based fintech firm Atomic Insights has raised $10 million in seed funding to strengthen its real-time custodial data connections, streamline money movement, treasury operations and cash flow ...

GENEVA, Oct. 1, 2025 /PRNewswire/ -- Addepar, the leading technology and data platform serving investment professionals, today announced the opening of its new office in Geneva, marking its fourth ...