In the ever-evolving landscape of financial technology (#Fintech), Addepar is a beacon of innovation and reliability. A recent announcement marked a monumental achievement: Addepar has surpassed $5 trillion in managed assets on its platform. This figure represents a massive surge, doubling its managed assets since early 2021. I have been an Advisor and investor for almost a decade with this amazing team. The team has changed from pizza boxes and red bulls in a San Francisco garage to a major backbone for the investment community in 2026.
This milestone highlights the platform’s exceptional growth and underscores its pivotal role in reshaping the way investment portfolios are managed and analyzed. Let’s delve deeper into the significance of this milestone and how Addepar continues to redefine the Fintech industry.
“We’re breaking our own records in each of the last four quarters, in client acquisition, revenue growth and client retention,”says Eric Poirier, the company’s CEO. “We’ve now surpassed $5 trillion of client assets, and exceeded 1,000 firms using Addepar”. He also notes the company is investing more than $100 million a year in R&D—an investment that can outstrip everyone combined.