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Inside Addepar is a quarterly round-up of Addepar platform updates, expert insights and client, partner and company news.
From the launch of Addison—our native AI experience—to continued momentum across our client community and ecosystem, Q1 marked a strong start to the year at Addepar. We’re seeing firms scale more efficiently, move faster from data to insight, and explore new ways to bring AI into their workflows.
Read on for the latest product updates, client stories and company highlights.
Product Updates
Addison
Addison is Addepar’s native AI experience, embedded directly within the platform. Built on a unified, permission-aware data foundation, it delivers context-rich, traceable outputs grounded in real portfolio data, helping investment professionals turn complex financial information into actionable intelligence. Over time, Addison will expand to support more proactive insights and workflows across the investment lifecycle.
Addison home page
Addepar Learn
We reintroduced our Help Center as Addepar Learn, a centralized hub for training, support and community engagement. It brings together release notes, events and opportunities to participate in beta programs and research, making it easier to stay current and get more from the platform.
Addepar Learn home page
What’s happening around the Addepar community
Ecosystem update
A new integration with Voyant enables firms to create financial plans using client details and portfolio holdings data from Addepar. By incorporating actual portfolio data, advisors can model scenarios and explore “what-if” analyses tailored to each client’s financial situation. Visit our Integration Center to learn more.
Perspectives from our clients
A recent case study highlights how Lobnek Wealth Management, a Geneva-based multi-family office, transformed its operations by adopting Addepar as its centralized data platform. By automating aggregation and reporting, the firm reduced manual workload by ~80%, unlocked real-time insights and enabled advisors to focus on higher-value, strategic client advice.
Hear from Addepar experts
Watch on-demand sessions from Addepar experts on data, AI and investment workflows:
Introducing Collectibles into Wealth Reporting with AI and Human Expertise: In partnership with Overstone, this session explores how AI and human expertise are being applied to bring greater transparency, real-time valuation and institutional-grade reporting to collectibles.
2026 AI Outlook: 5 shifts that will redefine investment management: Addepar’s Bob Pisani, CTO and Kunal Gosar, Head of AI Platform, discuss the five AI shifts redefining investment management, separating first-movers from the status quo.
Meet Addison: Addepar’s AI partner: A deeper look at Addison, including product demos, practical use cases and a preview of future capabilities.
Addepar in-person
In Q1, Addepar connected with clients and partners globally across a number of industry events:
Institutional Investor Endowments & Foundations Roundtable West: Addepar met with leading allocators to discuss evolving data, reporting and operational needs across complex portfolios.
Future Proof Citywide: Addepar joined over 4,000 industry professionals in Miami, connecting with firms on managing complexity, scaling operations and strengthening client relationships. We also hosted a rooftop reception with YCharts and Luminary.
Company Updates
WealthTech European Awards: Addepar was recognized at the WealthBriefing WealthTech European Awards, winning the Innovative WealthTech Solution (B2B) category.
WealthTech Americas Awards: Chief Technology Officer Bob Pisani was recognized in the CTO category at the WealthBriefing WealthTech Americas Awards.
Kestra Investor Solution: Addepar partnered with Kestra Holdings to launch the Kestra Investor Solution, delivering a modern, unified view of client wealth across data aggregation, portfolio intelligence and performance reporting. Read more here.
LGT Wealth Management UK partnership: LGT Wealth Management UK selected Addepar to support its front office and client service teams, enhancing delivery of tailored, data-driven advice with more complete, client-ready views across asset classes. Read more here.
A Note from the Team
This edition marks the final issue of our Inside Addepar quarterly.
We’re grateful to everyone who has contributed to and engaged with the series over the years. As we look ahead, we’re exploring new channels and formats to keep you informed, with more to come soon.
About Addepar
Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows. More than 1,400 firms in 60 countries use Addepar to manage and advise on $9 trillion in assets. Its open platform integrates with nearly 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva and São Paulo.