Eric Poirier

, Chief Executive Officer of Addepar. "We have created a purpose-built platform that enables wealth managers to better serve clients that have complex portfolios and sophisticated investment needs. The future looks brighter than ever for our clients and the markets we serve, and we're eager to continue accelerating our pace of innovation. Addepar will continue hiring exceptional talent to help build the future of finance."

Founded in 2009, Addepar 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.

"Investors own more than

$100 trillion

globally, and far too often they rely on manual processes and cumbersome spreadsheets to answer even the most basic questions about their investment portfolios. We're in the early innings of a dramatic transformation of wealth management, where the best advisors win in a massive way. Addepar's platform allows us to help them solve so many more problems at the heart of financial services," said

Joe Lonsdale

, Founder and Chairman of Addepar. Addepar's growth has been marked by the expansion of its leadership team in 2017, the continued addition of top talent across its

New York

,