The CreditEase-backed wealth management software provider was valued at $2bn after securing investment from D1 Capital Partners.
Addepar, a US-based wealth management technology provider backed by online lender CreditEase, received $150m in series F funding from investment firm D1 Capital Partners on Tuesday at a $2bn pre-money valuation.
Founded in 2009, Addepar develops wealth management software used by investment advisers, financial services firms and family offices for tasks such as data aggregation, analytics and reporting. It claims to have more than $2.7 trillion of client assets registered on its platform.
The company launched a marketplace platform in…
