Today is a moment worth celebrating with $10 trillion in assets now sitting on the Addepar platform. Here is where we stand.

The $10T milestone at a glance

  • Our client base has grown to 1,500+ firms in 60+ global markets, supported by 10 Addepar offices in 9 countries.

  • Our platform serves as the tech foundation for family offices, RIAs and wealth managers, institutions and large multinational enterprise banks.

  • We continue to deepen our solutions for alternatives, which now represent over 40% of assets on our platform.

  • Our AI solutions range from ready-to-use to fully customizable, and Addepar MCP extends them by connecting Addepar’s intelligence layer to AI tools such as Claude.

Now let's look at how our global expansion, product innovation and growing client base brought us to this point.

Extending global reach to be closer to our clients

As more firms chose Addepar to bring their portfolio data together, we set up offices to support them. We opened our New York office in 2015 and Salt Lake City in 2019. Over the next several years, our footprint grew well beyond where we started:

  • Edinburgh, 2021

  • London, 2022

  • Pune, 2023

  • São Paulo, 2024

  • Dubai and Geneva, 2025

  • Singapore and Warsaw, 2026

Today, nearly half of our workforce is based outside of the US. These offices give us the chance to work side by side with clients, hear what they need and build it with them.

Expanding into new market segments

At the time of our founding in 2009, we primarily served family offices. Over time, our platform has grown to meet the needs of a much broader set of firms, including RIAs and wealth managers, multi-family offices, institutions and enterprise banks. Each brings new complexity and helps shape a platform that can handle the full range of modern portfolios.

Providing a complete view of all portfolio assets, including alts

From the start, Addepar was built to provide a total portfolio view. That means every asset is in one place, from private investments and cash to real estate and publicly traded securities, so firms can see and make decisions based on the whole picture.

Portfolios have changed substantially since then, with alternatives now a fast-growing share in investment portfolios. They are also some of the hardest to track. A capital call notice arrives as a PDF, a custodian position as a feed and a fund statement by email from an administrator.

In 2025, we launched Alts Data Management to take in all of this data, check it and structure it into one view. That way, every number downstream starts from verified data. Also in 2025, we launched Private Fund Benchmarks to go further, expanding how firms assess fund and manager performance within complex portfolios.

Building for clients putting data and AI to work

In 2026, we launched the Family Office Portfolio Tracker with CNBC, bringing quarterly performance benchmarks to how family offices invest and helping investors understand asset allocation shifts and trends.

Building on a foundation of accurate, well-governed data, we also launched new products in 2026 to help firms understand and act on verified portfolio data using AI:

  • Addison, our AI partner, helps investment professionals explore their portfolios and build on natural language questions.

  • Addepar Data Exchange (ADX) for large RIAs, enterprises and institutions, helps unify, govern and activate their portfolio and operational data.

  • And with Addepar MCP, portfolio data now connects with AI tools such as Claude. Investment professionals can extend how they work with the data they already trust.

Marking the moment

Eric Poirier, Addepar CEO, on what the milestone means:

"$10 trillion in assets on the Addepar platform is an extraordinary milestone. It reflects more than 15 years of building alongside our clients. Today, over 1,500 firms across more than 60 countries rely on Addepar to bring clarity to their investment portfolios, grounded in data they can trust. We’ve worked tirelessly to earn our clients’ trust, and with AI catalyzing a transformation of our industry, that trust matters now more than ever. Addepar is rapidly becoming the foundational data and AI platform for global wealth, investment and asset management. I'm grateful to our clients, proud of our team, and energized by all that we’re building next."

As portfolios grow more complex and AI raises expectations, we will keep building the data and intelligence foundations clients rely on to see the whole picture and decide what to do next.

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