By Emily Zulz
The financial operating system Addepar reached a major company milestone: more than $500 billion in assets on its platform.
The company recently announced this milestone – along with significant updates to its technology.
In the past year alone, the company experienced 97% year-over-year growth and added more than 85 new clients and partners to its roster, including Crescent Grove Advisors, Crow Holdings, Dynasty Financial Partners, Jefferies and Tiedemann Wealth Management.