Addepar’s platform is built to scale alongside your business, helping you navigate an increasingly complex financial landscape with confidence. In 2025, our focus is clear. We’ll deliver short- and long-term value by:

  • Prioritizing immediate needs, with an emphasis on ease-of-use, while making steady progress on strategic investments

  • Embedding AI into our tools to enhance efficiency and have greater impact

  • Delivering new solutions at a faster rate without compromising quality

This approach allows us to stay agile, continuously improve and ensure Addepar remains the most powerful and flexible platform for even the most complex investment portfolios.

Balancing immediate priorities with continuous delivery

A key strategy for us is balancing short-term product enhancements with long-term investments. We will accomplish this by working closely with our clients and account teams within Addepar to understand evolving priorities, ensuring we build and release solutions that align with real-world needs. Our focus is on continuous delivery — rolling out enhancements incrementally to make steady and tangible progress. This means getting access to meaningful improvements faster, with minimal disruption to workflows.

Engineering AI tools that deliver efficiency and business impact

You will quickly begin to see the potential for AI and Addepar in these three areas: 

Workflow automation: With the recent launch of Addepar Alts Data Management, we’re introducing AI-enabled technology that simplifies a complex workflow and delivers insights on alts directly within the platform — saving time while improving data accuracy. 

Data management and security: We have a close partnership with Databricks to help drive innovation and elevate our operations. We’re able to leverage their advances in AI within our platform while keeping data on the platform secure with the appropriate checks and controls.

Platform intelligence: We’re looking forward to introducing an AI-powered assistant to improve platform usability. Platform users will be able to get answers to questions at any time and quickly find the information they need.

These innovations aren’t just about making tasks easier. They allow Addepar users to operate with greater precision, insight and efficiency, freeing up time for higher-value tasks. 

Increasing our velocity without compromising quality

In addition to building smarter tools, we’re accelerating the pace of innovation within Addepar’s Engineering org. Our goal is to double our delivery output, ensuring new capabilities are received faster than ever before — all while maintaining the performance and reliability expected from Addepar.

To achieve this, we’re:

  • Accelerating our release cadence so platform users see new features and improvements faster

  • Strengthening our strategic partnerships to speed up integrations with best-in-class solutions and accelerate time-to-value

  • Investing in resources and infrastructure on an ongoing basis so our platform can grow with your business

The road ahead

Our vision is to make Addepar the central hub for financial workflows — seamlessly integrating with the tools and systems you rely on while delivering continuous improvements that enhance day-to-day operations.

We’re committed to helping you achieve rapid success and ROI from the platform while building a strong foundation for the future. Whether through AI-driven automation, accelerated delivery or smarter data solutions, our focus remains on empowering you with the best technology for a fast-moving financial world.

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