Addepar currently tracks about $2.7 trillion of assets and has added an average $15 billion in assets a week since mid-2020. “This has been a human trust business since the beginning of time, and having a human who is the financial professional use technology to serve their clients is a sea change,” said Eric Poirier, CEO.

https://www.wsj.com/articles/addepar-valued-at-2-17-billion-as-investors-bet-on-wealth-management-tech-11623756600