Addepar CTO Bob Pisani opened his AddeConf25 keynote with this bold vision: “The financial landscape is rapidly evolving, driven by complexity, fragmented data and workflows, shifting regulations and new technologies. Rather than reacting to change, we must proactively shape our future, moving forward strategically, confidently and collaboratively. AddeConf25 is not about products and features — it’s about building a shared vision, understanding your challenges and charting a path forward, in collaboration with our clients and our ecosystem of partners.” His keynote kicked off a busy day that would include panel discussions, roundtables and a fireside chat with our CEO Eric Poirier.

Leveraging AI and tech to simplify a complex world

We heard from experts in a variety of fields — esteemed guests, clients and colleagues — who weighed in on wide-ranging topics in wealthtech. Conversations centered around key themes including leveraging cutting-edge technology, particularly AI, and using technology to simplify complexity and create efficiency for wealth advisors. AddeConf attendees shared their technological challenges and wins, with discussions frequently leading back to the human element in what we do — talent retention, differentiated client experience and navigating change management remain top-of-mind for Addepar clients again this year. For Addepar, it was an opportunity to showcase how invested we are in our client and partner relationships and delivering solutions that allow our clients to leave the “swivel chair” days behind.

From tools to platform to solutions

Historically, wealth management firms bought tools to solve specific challenges, but those tools often created more silos. From our perspective, the future is about solutions that unify data and workflows into seamless experiences, creating increased efficiency and operating leverage.

Addepar is evolving from a powerful set of tools to a true operational platform — one that brings together solutions by persona, segment and geography to address the real workflows in which investment professionals live and thrive.

At AddeConf25, we shared how we’re continuing to fortify our underlying infrastructure:

  • Our unified data architecture aggregates and normalizes data from any source — marketable securities, custodial feeds and alternatives — to bring holistic insights to you and your clients.

  • Calculation engine, infrastructure and APIs power $7T+ in collective assets managed on the platform, this enables your total portfolio view, analysis and reporting, with near unlimited flexibility at scale.

  • A rich partner ecosystem integrates your CRM, planning, trading, risk and real asset systems for a unified experience.

AI at depth — built in, not bolted on

AI is foundational to where we’re headed, not simply hype. For Addepar users, AI can eliminate low-value tasks, surface risks and opportunities proactively, and deliver genuinely useful, daily leverage.

Addepar’s acquisition of Arcus, announced just days before AddeConf25, accelerates this vision, bringing reasoning, synthesis and expertise in multimodal, multi-step AI workflows directly into the platform. As a result, Addepar users will spend less time searching, analyzing and interpreting portfolio data, instead acting with confidence and speed.

Collaborating to build what comes next

A truly unified platform like Addepar’s connects the entire investment ecosystem, giving you the ability to turn often overwhelming complexity into clear, actionable insights and smarter, faster investment decisions. And having this level of confidence changes the game. It’s about moving from reacting to actively shaping your firm’s success, and blazing new trails where you’re empowered to see not just the next move, but the next decade of moves.

That’s why events like AddeConf25 matter, because what we’re building next isn’t something any one firm can do alone. It requires deep partnership, open dialogue and a shared commitment to evolving together. Throughout the day, clients and partners weren’t just listening; they were actively contributing, challenging ideas and sharing valuable perspectives that will directly inform the next chapter of Addepar’s platform and solutions.

We are grateful to everyone who joined us to be a part of Addepar’s ambitious plans to shape the future of finance, together. The excitement, buzz and enthusiasm of AddeConf25 were infectious.