While other fintech startups claimed they would disrupt the wealth management industry, Addepar has taken the tack that it can make it better.

Demonstrating the fruits of that approach, the Mountain View, California-based wealth management platform reports it has experienced year-over-year growth near 100%, counting over $500 billion in assets on its platform now and more than 200 clients, ranging from banks to family offices.

Register or login for access to this item and much more

All Financial Planning content is archived after seven days.

Community members receive:
  • All recent and archived articles
  • Conference offers and updates
  • A full menu of enewsletter options
  • Web seminars, white papers, ebooks

Don't have an account? Register for Free Unlimited Access