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Addepar acquires AdvisorPeak

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Addepar has announced that it has acquired AdvisorPeak. As a strategic technology partner within Addepar's vibrant open ecosystem, AdvisorPeak offers investment professionals enterprise-class portfolio management tools that support portfolio trading and rebalancing, incorporating client cash management needs, and tax-optimized strategies. The AdvisorPeak team and technology are now a part of…

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