Milestone: Addepar Exceeds $2.5 Trillion in Assets Through Wealth Management Platform
Addepar, a U.S.-based wealth management platform, announced on Thursday the assets on its platform have increased to more than $2.5 trillion, adding more than $15 billion in assets a week on average since mid-last year. The company further revealed that it had its strongest year on record in 2020 across all key metrics including client and revenue growth, user and firm engagement, and connecting its vibrant community. Addepar now serves more than 600 of the world’s top family offices, RIAs and large financial institutions across more than 25 countries.
Founded in 2009, Addepar describes itself as a wealth management platform that specializes in data aggregation, analytics, and reporting for even the most complex investment portfolios. The platform provides asset owners and advisors a clearer financial picture at every level, allowing them to make more informed and timely investment dec