Addepar, the operating system for our financial world, announced that it has surpassed $1 trillion in assets on its platform.

Now counts over 300 firms as clients, including AB Bernstein, Oppenheimer & Co. Inc., BMO Wealth Management’s CTC | myCFO, Jefferies, and Morgan Stanley.



Addepar’s consistent growth trajectory coincides with the increase of mutually beneficial partnerships between traditional financial institutions and innovative fintech startup firms, a trend forecast to continue in the years to come.

Addepar is the financial operating system that brings common sense and data-driven investing to our financial world. Addepar gives asset owners and advisors a clearer financial picture at every level, all in one place. It handles all types of assets denominated in any currency. With customizable reporting, financial advisors can visualize and communicate relevant information to anyone who needs it. Secure, scalable, and fast, Addepar is purpose-built to power the global financial system. Hundreds of single and multi-family offices, wealth advisors, large financial institutions, endowments, and foundations manage over $1 trillion of assets on the Addepar platform.