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Digital Digest: The Latest Tech News – Itaú Private, Addepar

Editorial Staff

4 November 2024

Itaú Private, Addepar
, a Brazil-headquartered group, is partnering with technology and data solutions firm Addepar.

Under the pact, Itaú Private will have exclusive access to Addepar's data aggregation and performance reporting platform in Brazil.

Clients of the Latin American bank will be able to access tools and reports about onshore and offshore wealth, including returns, transactions, historical data, and balances. 

“The partnership with Addepar brings a new level of sophistication to the services we offer, allowing us to better align our solutions with each client's distinct goals,” Fernando Beyruti, global head of Itaú Private Bank, said. 

Addepar’s platform supports more than $6 trillion in assets for investment professionals across more than 45 countries. It has offices in Silicon Valley, New York City, Salt Lake City, Chicago, London, Dublin, Edinburgh, and Pune.

Itaú Private has international offices in the US, Portugal, Switzerland, and the Bahamas. Miami is Itaú Private’s international hub. In Switzerland, the conglomerate has a bank, and in the Bahamas, a trust management company.