News & Insights

Blumberg Capital portfolio news, startup growth resources and industry insights

Home > News & Insights > Addepar’s strategy: Focus on HNW, arm advisers with digital tools

Addepar’s strategy: Focus on HNW, arm advisers with digital tools

Share

By Suleman Din

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.

Read more.

Related Articles