Addepar Raises $40mn from WestCap

Cloud based digital wealth management platform Addepar has raised $40mn from WestCap; the company plans to use the new capital to continue investing in research and development, market expansion and building out of its platform; Addepar aggregates portfolio, market and client data in one platform; the company works with financial advisors, family offices and financial institutions with more than $1.7tn of assets currently on the platform. FINSMES

  • Emily Donato

    With efforts in many different areas of the team, she helps manage, organize and execute digital and event content. She works with webinars, podcasts, social media along with managing the hundreds of speakers that attend our conferences. Emily was a part of the Zimmerman Advertising Program at the University of South Florida. She graduated in 2019 receiving a Bachelor of Science in Business Advertising.