BETTER DATA

SHARPER INSIGHTS

ACTIONABLE INTELLIGENCE

May 21, 2026 | New York City

Join industry leaders at The Glasshouse in New York for Addepar's marquee innovation and user conference. Together, our vision will drive the next era of investment management.

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About
AddeConf26

AddeConf is designed to ignite innovation and foster collaboration. Each year, we bring together clients, partners and builders to explore the cutting-edge trends transforming the landscape. Through dynamic panels and in-depth sessions, you’ll gain actionable knowledge on leading strategies and emerging technologies reshaping investment management.

This year, you’ll have the opportunity to choose from one of two tracks to attend sessions relevant to your role alongside like-minded professionals. 

Join us as we examine how a strong data foundation and trusted, explainable AI work together to drive better outcomes — increasing productivity, fueling growth and defining the next chapter of industry innovation. Together, we’ll tackle complex challenges and create solutions that will redefine the future of finance, and how AI can support it.

Kindly note that this event is by invitation only. If you are interested in having others from your firm attend, please reach out to your Addepar contact. We are excited to share this experience with you.

Request an invite

Two distinct perspectives.
One unified platform.

At AddeConf26, choose from one of two structured tracks based on your role and expertise. These tracks will enable deeper, more immersive conversation and collaboration with peers on the topics that matter to you most. Please select your track in the registration form at the bottom of this page.

Two distinct perspectives.
One unified platform.

At AddeConf26, choose from one of two structured tracks based on your role and expertise. These tracks will enable deeper, more immersive conversation and collaboration with peers on the topics that matter to you most. Please select your track in the registration form at the bottom of this page.

Expert User and Developer Track

You live in the platform and push its limits. This track helps you optimize workflows, deepen your technical expertise and execute with precision.

Executive Track

You're a senior leader who oversees strategy, operations and growth at scale. This track translates your vision into action, equipping you to create a lasting advantage for your firm.

Agenda

Start time

Breakfast and networking
Demo Village open

7:30 am

Industry outlook, platform vision and product announcements

8:30 am

The state of global wealth: Navigating complexity in a changing era

9:45 am

Break

10:30 am
▲

Inside Addison: Building trusted AI on the Addepar platform
See how Addepar’s AI partner Addison delivers fast insights, streamlines workflows and supports better decision-making.

10:45 am
●

The executive playbook for AI
In this panel, hear directly from leaders across the industry on how they're applying AI, where they’re seeing value, and how they’re balancing innovation with governance and control.

10:45 am
▲

Building a stronger data foundation with Addepar Data Exchange
Learn how firms are leveraging Addepar Data Exchange (ADX), our managed data lakehouse, to create a scalable foundation that transforms data into intelligence.

11:35 am
●

Industry panel

11:35 am

Networking lunch

12:15 pm

Demo Village

1:15 pm
●

What breaks (and what matters) as firms grow and scale
Engage in roundtable discussions with leaders who’ve scaled across AUM, clients, asset classes or geographies as they reflect on what surprised them most, what they wish they had modernized sooner and which decisions had an outsized impact.

2:00 pm
▲

Advancing clarity and transparency in alternatives
How are firms using modern alts capabilities? And how is transparency into alts influencing portfolio construction and oversight? Find out in this session.

2:00 pm

Break

2:45 pm
▲

How firms maximize the impact of the Addepar platform
Go behind the scenes of implementation and hear from clients who have mastered the Addepar platform to drive measurable impact.

3:00 pm
●

Perspectives on AI, data and the future of investment management
Join us for a fireside chat on how AI and trusted data are reshaping investment management and the operating models behind it.

3:00 pm

What's new and what's next on the Addepar platform

3:50 pm

Closing remarks

4:30 pm

Networking reception
Demo Village open

4:45 pm

Accommodations

Should you be traveling, see below for a list of recommended hotels.

Ink48
653 Eleventh Ave (at 48th St)
5-min walk to venue

InterContinental New York Times Square
300 W 44th St
20-min walk, 8-min drive to venue

Arlo Midtown
351 W 38th St
20-min walk, 8-min drive to venue

Four Points by Sheraton Manhattan Midtown West
444 10th Ave
23-min walk, 8-min drive to venue

Thank you to our sponsors

Gold

Bipsync

Bipsync is an AI-powered investment workspace purpose-built for institutional investors and managers. Trusted by the world’s largest asset owners and fund managers, we help teams capture, structure and leverage collective intelligence at scale — bringing research, decisions and workflows into one system-of-record.

Luminary

Luminary is domain-specific AI for wealth transfer services. Adopted by leading wealth managers, attorneys, CPAs, and trust companies, Luminary transforms static estate documents into dynamic data that powers visualization, scenario modeling, tax alpha tracking, and secure collaboration. Advisors to high-net-worth clients rely on Luminary AI to scale wealth transfer insights and advice with document intelligence, estate modeling, exemption tracking, and multi-party workflow coordination. We create efficiency that drives competitive differentiation and organic growth.

MSCI

MSCI Wealth Manager is designed to streamline client portfolio management for investment teams and the financial advisors they support. Leveraging MSCI’s financial expertise, firms can deliver personalized portfolios at scale and facilitate efficient portfolio design, monitoring and investment proposal generation while ensuring consistency with their investment strategies.

Silver

BNY Pershing

RedBlack Software

SumIt

Request an invite for AddeConf26

May 21, 2026 | New York, New York

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