Latest News & Updates on Addepar platform

Addepar unveiled new AI, data, and workflow automation capabilities at AddeConf26, enhancing its platform with AI agents for investment workflows, expanded data access, and improved client engagement... tools. These innovations aim to unify data, provide richer insights, and streamline decision-making for financial professionals managing complex portfolios.
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Addepar introduced new AI agents, data connectivity features, and workflow automation capabilities at AddeConf26. Enhancements include expanded private markets data, improved visualizations, and new ...partner integrations. The Addepar Data Exchange now supports APIs and CRM, cloud data, and business intelligence platform integrations.
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Addepar unveiled new AI and workflow automation capabilities at AddeConf26, enhancing its platform with AI agents, expanded data access, and improved client engagement tools. These innovations aim to... streamline investment decision-making, improve data quality, and enhance client experiences through deeper integrations and new APIs.
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Addepar announced new AI, data, and workflow automation capabilities at AddeConf26, enhancing its Addison AI experience and Addepar Data Exchange. Updates include AI agents for workflow efficiency, e...xpanded data access, and new APIs for broader integration. These enhancements aim to improve investment decision-making, data quality, and client engagement.
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Addepar unveiled new AI, data, and workflow automation capabilities at AddeConf26, enhancing its platform with AI agents for operational intelligence, expanded data access, and improved client engage...ment tools. These innovations aim to streamline investment workflows, enhance data quality, and provide richer insights for investment professionals managing complex portfolios.
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Addepar's platform manages $9 trillion across 1,400+ firms, integrating Addison, a native AI, to enhance decision-making with portfolio-aware insights. This innovation aids in navigating complex fina...ncial data and regulatory environments, emphasizing trust and transparency. Addepar's expansion in EMEA highlights its strategic growth and client trust.
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Addepar Data Exchange (ADX) is a managed data lakehouse within the Addepar platform, enhancing data governance and integration for financial firms. It enables seamless data flow across systems, suppo...rting AI and advanced analytics. ADX helps firms deliver consistent data, build AI models, and maintain historical data integrity, transforming fragmented tools into a unified analytics ecosystem.
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Addepar has launched the Addepar Data Exchange (ADX), a platform that unifies financial data using modern lakehouse technology. ADX allows firms to standardize and automate data ingestion, unify stru...ctured and unstructured data, and deliver faster insights. This innovation reduces data management bottlenecks and empowers firms to enhance client service, operational efficiency, and innovation.
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Addepar launched the Addepar Data Exchange (ADX), a managed data environment designed to unify and activate investment data across systems, workflows, analytics, and AI applications. ADX extends Adde...par's platform infrastructure, enabling firms to securely ingest and synchronize data across complex environments. It supports AI-driven workflows and operational scale, leveraging Databricks infrastructure for seamless integration without large-scale data infrastructure.
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Addepar's R&D Demo Day in Edinburgh showcased innovations in their platform, focusing on handling complex investment portfolios. The event highlighted advancements in data models, automation, and AI,... enabling faster deployment and improved operational workflows. These developments aim to enhance client outcomes and streamline capabilities delivery, reflecting Addepar's commitment to innovation and collaboration.
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Addepar has reached a milestone by managing $8 trillion in investment portfolios using AI technologies on Databricks and AWS platforms. This achievement highlights the integration of advanced analyti...cs and cloud computing to enhance portfolio management capabilities.
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Addepar has enhanced its platform by integrating Databricks on AWS, achieving a 60% reduction in pipeline costs and a fivefold increase in delivery speed. This integration supports the launch of Addi...son, an AI-driven feature that provides actionable insights and workflow automation for investment professionals, enhancing data management and decision-making.
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Addepar has enhanced its investment platform by integrating Databricks AI, leading to significant cost savings and improved data processing speeds. The platform now features Addison, an AI tool that ...provides investment professionals with actionable insights and workflow automation, enhancing decision-making and client engagement.
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Addepar has integrated Databricks on AWS to enhance its data intelligence platform, significantly reducing pipeline costs and improving speed. This shift supports scalability and reliability for its ...$9 trillion asset management. Additionally, Addepar launched Addison, a native AI experience, to provide actionable insights and streamline workflows, enhancing advisor-client interactions with real-time data and intelligent automation.
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Addepar has launched Addison, a new AI experience embedded within its platform, enhancing investment management with natural language processing and intelligent workflows. This innovation aims to tra...nsform complex financial data into actionable insights, supporting over 1,400 firms globally. Addison builds on Addepar's core capabilities, offering features like proactive insight delivery and agentic workflows, and reflects a $150 million annual R&D investment.
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Addepar has launched Addison, a native AI tool integrated into its investment management platform, designed to enhance decision-making for over 1,400 firms managing $9 trillion in assets. Built on Ad...depar's data foundation, Addison offers real-time insights and connects front, middle, and back-office teams. This AI initiative marks a significant step in Addepar's AI roadmap, aiming to streamline operations and empower wealth managers with trusted, actionable intelligence.
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Addepar has launched Addison, a native AI experience integrated into its platform to enhance investment workflows. Addison leverages Addepar's unified data foundation to provide actionable intelligen...ce, improving decision-making for investment professionals. The AI tool offers insights into portfolio performance, exposures, and liquidity, with plans for further enhancements in proactive insights and agentic workflows.
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Addepar has launched Addison, an AI-driven tool integrated into its platform to enhance investment intelligence. Addison allows investment professionals to transform complex financial data into actio...nable insights using natural language queries. This innovation aims to improve decision-making and operational efficiency across investment firms, leveraging Addepar's extensive data foundation.
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Addepar has launched Addison, a new AI-driven feature integrated into its platform to enhance investment management. Built on Addepar's unified data foundation, Addison aims to provide secure, transp...arent insights for investment professionals, enabling operational leverage and reliable outcomes. This release is part of Addepar's strategy to incorporate AI, intelligent agents, and intuitive workflows across the investment lifecycle.
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Addepar has launched Addison, an AI-driven feature integrated into its platform to enhance investment management. Addison leverages Addepar's unified data foundation to provide actionable insights, i...mproving portfolio analysis and decision-making. This innovation aims to streamline workflows and enhance data transparency and trust for financial professionals.
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Addepar has launched Addison, a native AI experience embedded within its platform, enhancing investment workflows with actionable intelligence. Built on Addepar's unified data foundation, Addison off...ers secure, transparent insights, enabling firms to analyze portfolio data efficiently. This innovation is part of Addepar's strategy to integrate AI across investment processes, supporting over 1,400 firms managing nearly $9 trillion in assets.
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Addepar has launched Addison, a new native AI experience embedded in its platform, enhancing its core capabilities for investment professionals. This AI aims to streamline workflows and improve consi...stency in financial services, aligning with Addepar's strategy to integrate intelligent agents across the investment lifecycle.
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Addepar has launched Addison, an AI-driven tool for natural language portfolio analysis, embedded within its investment platform. Addison allows advisory firms to analyze portfolio data through conve...rsational queries, enhancing capabilities like performance analysis and liquidity assessment. Built on Addepar's data foundation, Addison aims to integrate AI into investment workflows, supporting over 1,400 firms globally.
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Addepar has launched Addison, an AI-driven tool embedded in its platform to enhance investment intelligence. Addison offers secure, transparent insights for investment professionals, leveraging Addep...ar's data foundation to manage portfolio complexities. It supports natural language analysis of performance and liquidity, marking a strategic AI integration in investment management.
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Addepar has launched its AI platform, Addison, to over 1,400 customers, including family offices. The platform, similar to OpenAI's ChatGPT, aims to enhance operational efficiency by automating tasks... and improving usability. Addison was developed post-Addepar's acquisition of Arcus and is designed to integrate AI deeply into Addepar's wealth management solutions.
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Addepar has launched an AI-driven conversational intelligence tool, enhancing its investment portfolio management platform. This new feature aims to streamline client interactions and improve data-dr...iven decision-making for financial advisors.
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Addepar has launched "Addison," an AI-driven experience integrated into its investment management platform. This tool enhances advisors' efficiency by providing quick insights and facilitating client... interactions. Addison leverages Addepar's data foundation to analyze portfolio information using natural language. This release builds on Addepar's existing AI capabilities, supporting over 1,400 firms globally.
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Addepar introduced product updates in Q4, enhancing Views management and team-level email branding for improved workflows and brand consistency. New integrations with Forest, Dispatch, and Composite ...Builder streamline data synchronization and compliance. These enhancements aim to support scalable advisory workflows and client experiences across the Addepar platform.
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CNBC and Addepar have launched the Family Office Portfolio Tracker, providing quarterly insights into family office investments. The tracker, leveraging Addepar's data from family offices managing $1....4 trillion in assets, highlights investment trends across asset classes like equities, private equity, and real estate. This tool aids family offices and wealth managers in strategic decision-making and benchmarking.
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CNBC and Addepar have jointly launched the Family Office Portfolio Tracker, which highlights the investment trends of wealthy families. The tracker shows public stocks as the fastest-growing asset cl...ass for family offices, while real estate assets are declining.
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Addepar has completed four acquisitions, focusing on investment tech and data as a service sectors. The most recent acquisition was Arcus, a data integration platform, in May 2025. This activity high...lights Addepar's strategic expansion and innovation efforts within the United States.
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Addepar has appointed two new executives as part of a leadership restructuring.

Addepar has appointed Peter O'Brien as Chief Revenue Officer and Janeen France as Chief Client Officer. O'Brien will lead global revenue efforts, focusing on market expansion and strategic alliances.... France will oversee client engagement, enhancing client experiences and translating technology into measurable impact. These appointments aim to strengthen Addepar's global growth and client focus.
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Addepar has opened a new office in Singapore, designating it as its Asia Pacific hub. This expansion aims to enhance client support and regional growth, aligning with Addepar's strategy to deliver da...ta-driven insights for investment professionals. The move is supported by local partnerships, including investment from EDBI, and underscores Singapore's role as a financial innovation center.
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Addepar, a global AI platform for investment professionals, has opened a new office in Singapore, establishing it as their Asia-Pacific hub. This move aims to deepen client support, expand their regi...onal footprint, and enhance product offerings for APAC investment professionals. The Singapore hub will house research, development, and go-to-market teams, reinforcing Addepar's commitment to the region and its growing client base.
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Addepar has opened a new office in Singapore, establishing it as the company's Asia-Pacific hub. This move aims to enhance client support, expand its regional presence, and develop products for APAC ...investment professionals. The Singapore hub will also host a Centre of Excellence and product engineering capabilities, reinforcing Addepar's commitment to the region and its global expansion strategy.
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Addepar has established a new hub in Singapore, marking a strategic shift towards region-led product development in the Asia-Pacific (APAC) region. This expansion aligns with the growing demand for d...ata and AI-driven investment solutions in APAC. The Singapore office will house both go-to-market and R&D teams, emphasizing Addepar's commitment to integrating AI within financial workflows and adapting its platform to regional needs.
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Addepar has opened a new office in Singapore, establishing it as its Asia-Pacific hub. This move aims to enhance client support, expand its regional footprint, and develop products tailored for APAC ...investment professionals. The expansion is supported by local partnerships, including investment from EDBI, part of SG Growth Capital. Addepar serves over 1,400 firms globally, managing approximately $9 trillion in assets.
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Addepar has opened a new office in Singapore to focus on expanding its presence in the Asia-Pacific wealth management market.

Addepar has opened a new office in Geneva, expanding its presence in Europe and the Middle East. This move supports its mission to connect the investment sector and serve clients in the region, inclu...ding family offices and private banks. The Geneva office adds to Addepar's existing locations in London, Edinburgh, and Dubai, enhancing its ability to provide innovative tech and data solutions.
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Addepar has opened a new office in Geneva, Switzerland, as part of its global expansion strategy. This move enhances its presence in Europe and the Middle East, aiming to support investment professio...nals with advanced data and technology solutions. The Geneva office will help Addepar serve its clients better, offering services like portfolio reporting and analytics.
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