All Insights|Future Nexus
fintechJanuary 11, 2017

Morgan Stanley Partners with Addepar for Private Wealth Management

Morgan Stanley has partnered with Addepar to provide investment management platform services for its private wealth management group; Addepar is a growing investment management platform that provides solutions for aggregating and managing the wealth of private high net worth clients; Addepar is supported by Peter Thiel; prior to the partnership with Morgan Stanley its clients primarily included registered investment advisors; it is now seeking to expand to a broader range of large private wealth banking clients.  Source