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Inside Addepar is a quarterly round-up of Addepar platform updates, research insights and client, partner and company news.
In this roundup, we share exciting developments from across the Addepar ecosystem, including our new Alts Data Management solution, private fund cash flow forecasts in Navigator, and 20 private fund benchmarks derived from anonymized and aggregated data from across the Addepar platform. We’re unveiling new integrations with Albourne and SumIt, and sharing insights from clients Meyer Handelman Company, Patrimonica and Saranac. We’re also celebrating some exciting company milestones — namely our new Dubai office and recent industry awards. Check out the latest below.
Product Updates
Alts Data Management
Addepar Alts Data Management simplifies alternative investment management by gathering and extracting critical data from various alternatives documents, such as capital account statements, distribution notices, and capital calls. By integrating AI-enabled technology with human trained analyst verification, it automates workflows to ensure accuracy, enhance efficiency, and provide a timely view of alternative investment data within the Addepar platform.
Easily import alts documents into Alts Data Management
Addepar Private Fund Cash Flow Forecasts in Navigator
Addepar Navigator now features private fund cash flow forecasts that leverage a new aggregated and anonymized dataset of capital calls and distributions from across the Addepar platform. Clients can generate forecasts based on real investment patterns across alternative positions including private equity, venture capital and private debt using built-in assumptions based on actual historical cash flows. This equips clients with a better understanding of potential investment timelines and outcomes so that they can make optimal allocation decisions by strategizing entry points, aligning investments with liquidity profiles, and assessing risk exposure more effectively.
Leverage Addepar data to forecast cash flows using assumptions with commitment-based or private equity models
Addepar clients can review the release notes for details on our latest product updates. Not a client? Contact our team at bd@addepar.com for more information.
Investor Insights and Data
Addepar now offers 20 private fund benchmarks built from aggregated, anonymized data from approximately 12,000 private funds on the Addepar platform. These benchmarks help enhance performance reporting, evaluate managers and provide out-of-the-box performance attribution for your private fund portfolio. Contact your account manager to learn more.
What’s Happening Around the Addepar Community
Ecosystem update: We’re excited to announce new integrations with Albourne and SumIt. Read below or visit our newly updated Integration Center to learn more, where you can easily filter by “New” to discover the latest or sort by “Region Served” to find partners operating in your region.
Albourne provides services and solutions to clients invested in alternative investments across the liquidity spectrum.
SumIt is a family office accounting software that consolidates financials across multiple entities. This new integration connects Addepar transaction data directly into SumIt’s multi-entity general ledger platform.
Perspectives from our clients:
Meyer Handelman Company: Zach Handelman needed to modernize the family-run investment firm for the next generation without alienating their legacy client base. Addepar became “the most impactful” part of this modernization, helping them meet next-gen demands for speed and transparency while preserving the high-touch service that clients value.
Patrimonica Multi-Family Office: Managing complex, multi-asset portfolios was becoming a challenge for Montreal-based Patrimonica. With Addepar, they have significantly improved reporting, private investment tracking and tax processes.
Saranac Partners: London and Madrid-based Saranac faced four key challenges: a limiting legacy system, an abundance of manual tasks, insufficient functionality (feeds) and the goal of scaling their OCIO offering. Addepar enabled Saranac to enhance user experience and grow its bespoke offerings.
Hear from Addepar experts: We’re back on the road for our 2025 Community Meetups. Please join us on April 29th in Miami for a product session to hear more about what we're building and offer live feedback so we can build alongside you. A roundtable and happy hour will follow to continue the conversation and provide the opportunity to network with other Addepar users.
Tune in to our webinars: Register to join us on April 10th at 11 am PT / 2 pm ET to learn more about our solutions for alternative investments including Addepar Alts Data Management, Private Fund Benchmarks and private fund cash flow forecasts in Navigator. Plus, catch our new on-demand webinar about the Import Tool and get a live demo of how to use it, along with best practices and upcoming enhancements.
Company Updates
Addepar has expanded its global presence with a new office in Dubai — its eighth worldwide — enhancing support for our rapidly growing client base in the Middle East and African market and strengthening partnerships with the region’s top firms.
Addepar is honored to have been recognized as the winner for two prestigious awards: the WealthTech Americas Awards, and the WealthBriefing European Awards. These accolades underscore our continued commitment to empowering investment professionals globally to provide the most informed, precise guidance for their clients. To learn more about how Addepar empowers advisors, read the interview with Janeen France, SVP, Head of GTM Strategy & Operations, in Acclaim Magazine.
About Addepar
Addepar is a global technology and data company that helps investment professionals provide the most informed, precise guidance for their clients. Hundreds of thousands of users have entrusted Addepar to empower smarter investment decisions and better advice over the last decade. With client presence in more than 45 countries, Addepar's platform aggregates portfolio, market and client data for over $7 trillion in assets. Addepar's open platform integrates with more than 100 software, data and services partners to deliver a complete solution for a wide range of firms and use cases. Addepar embraces a global flexible workforce model with offices in Silicon Valley, New York City, Salt Lake City, Chicago, London, Edinburgh, Pune and Dubai.