AddeConf26 was themed "Better data. Sharper insights. Actionable intelligence." Key highlights include new AI agents, expanded capabilities in our AI partner Addison and enhanced workflow automation.
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In this exclusive WealthBriefing Q&A, Karel Tant explains how Addepar serves 1,400+ firms managing $9 trillion by solving the "zero margin for error" challenge in finance. He highlights Addison, a native AI...
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Family Offices
AI
AI initiatives don’t fail because of the models. They fail because financial data is fragmented, inconsistent and difficult to govern at scale.
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See how firms use Addepar Data Exchange to unify data, improve reconciliation and power AI-driven insights across portfolios and systems.
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Unify financial data across systems, portfolio and asset classes. Use Addepar Data Exchange to accelerate analysis, improve governance and power AI-ready insights.
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See what Addepar's global R&D teams are building at this year's Demo Day in Edinburgh — with innovations in data models, platform infrastructure, AI and connected workflows that help clients manage complexity.
R&D
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Break down data silos and unify investment data across systems with Addepar Data Exchange to power analytics, automation and AI-ready workflows.
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Explore five trends reshaping collectibles reporting, including the shift from static to real-time valuation, how AI is amplifying human expertise, and the urgency created by the great wealth transfer.
Expertise
Investor Experience
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Inside Addepar is a quarterly round-up of the latest company news, product and community updates, and insights from the Addepar platform to help you better navigate the markets and serve your clients.
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Addepar embeds AI directly into workflows to automate the extraction and standardization of complex documents. This turns manual tasks into structured, actionable insights via their AI partner, Addison.
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Managing alternative data is manual and error-prone. Addepar Alts Data Management uses AI to automate extraction and standardization, turning complex documents into validated, decision-ready insights.
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AI
AI in financial services is shifting to: embedded intelligence, trusted & explainable insights, permission-aware access, proactive risk detection, and vertical, industry-specific tools—designed to amplify...
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Firms are shifting from more data to smarter context. AI enables scalable, role-specific insights from a single source of truth — enhancing personalization, governance and client trust without adding...
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As AI becomes table stakes in investment management, where it’s implemented is just as important as how. See where winning firms leverage AI to grow, scale and elevate the client experience.
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AI adoption is accelerating, but trust, context and accountability limit scale. In complex domains like finance, human judgment remains essential to govern, explain and responsibly deploy AI systems.
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AI success isn’t about better models — it’s about data designed for machine reasoning. Firms must move beyond clean data to semantic, decision-ready systems that enable execution, not just insights.
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As AI becomes embedded in financial workflows, data quality is the deciding factor. Unified, accurate data helps firms avoid the GenAI divide, reduce risk, and unlock real efficiency and insight from AI.
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AI is becoming a non-negotiable advantage in wealth management — boosting advisor capacity, accelerating insight and enabling more personalized, data-driven guidance without added complexity.
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AI can boost productivity, client experience, and scale — but only with the right foundation. These five executive questions help leaders assess readiness across data, governance, workflows and measurement.
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Explore five key insights from the Addepar Enterprise Summit, from AI and data strategy to culture, agility, and client-focused innovation.
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AddeConf25 brought together Addepar experts, clients and partners to shape the future of finance, exploring AI, tech and data infrastructure, and unified solutions for wealth management.
R&D
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Artificial intelligence has quickly become one of the most transformative forces in financial services and wealth advisory. At the recent Addepar Summit, we led an interactive panel discussion on the rapidly...
Clients & Community
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RIAs and MFOs recently joined us at the Addepar Summit. Our conversation turned to some of the hottest topics in wealth management including mergers and acquisitions, talent acquisition and retention, and...
Clients & Community
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Names have far-reaching implications.
R&D
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At Addepar, we are committed to incorporating security as early as possible in our Secure Software Development Lifecycle (SSDLC).
R&D
AI