AI, the Addepar Way

Turning trusted data into meaningful intelligence

Addepar delivers AI that enhances how investment teams understand portfolios, operate at scale and engage clients — grounded in trusted data and financial domain expertise.

Explore AI at Addepar

THE PLATFORM MODEL

A unified intelligence platform

Addepar Clients

Better decisions. Stronger relationships. Scalable growth

Solutions

Purpose-built tools designed around real investment workflows

Workflows

Structured pathways that embed intelligence into daily work

Intelligence

Meaningful insight grounded in data and context

Data

Clean, connected, validated portfolio data

At Addepar, we have built an intelligence layer that integrates seamlessly into the Addepar operating platform. Each layer works together to transform portfolio data into understanding — and understanding into confident decision-making.

Trusted data as the bedrock

Clean, connected, validated data is the foundation of reliable intelligence.

Embedded, not bolted on

AI is built directly into the Addepar platform — not layered on top.

Designed to amplify human expertise

AI accelerates work and enhances decision-making, never replacing judgment.

Client-driven and responsible

Every capability is developed with privacy, security and governance first.

Intelligence built for modern portfolios

Investment teams operate in a world of growing portfolio complexity,
fragmented data and rising expectations for insight and responsiveness.

AI has the potential to transform how firms work — but only when grounded in trusted data, embedded workflows and governance-first design.

Addepar was built for this reality.

Confidence, at scale

When trusted data, meaningful intelligence and integrated workflows come together, your team gains the clarity to move faster, the confidence to engage clients more deeply and the leverage to scale.

For your firm, Addepar delivers: