Addepar, a leading technology platform for wealth management, announced an investment of $40 million by WestCap Group.The investment was led by Laurence Tosi, a member of Addepar’s board of directors for the past two years as well as WestCap’s founder and managing partner, and by Scott Ganeles, senior partner at WestCap. As longtime partners, Tosi and Ganeles also co-founded iPreo, a leading capital markets fintech company.

Bleakley Financial Group
Bleakley Financial, a firm affiliated with Private Advisor Group, an office of supervisory jurisdiction of LPL Financial, announced it had added an advisor with $170 million in client assets from Northwestern Mutual.

As the global pandemic is morphing into a global recession, financial advisors face incredible demands for discussions around risk, in both client retention and new client engagement. HiddenLevers, a technology provider in the wealth management space, is inviting in new customers for a 30-day free trial until the end of March to help meet that demand.

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