Meet Addepar: Rhys McCaig and building on architecture you can trust
Principal Enterprise Architect Rhys McCaig on why trusted platform architecture is what frees AI engineers to innovate fast and solve for the future.
AI
Platform
R&D
Blog
AI
Meet Addepar: Arda Sahiner on building AI for the world's most complex financial data
Meet Arda Sahiner, Engineering Manager on Addepar’s AI team, as he shares why context engineering — not chasing the latest models — is shaping the future of AI for financial data.
AI
R&D
Platform
Key takeaways from AddeConf26 that you can use today
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.
Industry
Platform
Product
AI
How Addepar Powers $9 Trillion in Assets with Data and Native AI
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...
Industry
Platform
Family Offices
AI
The limitations of AI start with data
AI initiatives don’t fail because of the models. They fail because financial data is fragmented, inconsistent and difficult to govern at scale.
Platform
Product
AI
From improving reconciliation to AI: 3 ways firms use Addepar Data Exchange
See how firms use Addepar Data Exchange to unify data, improve reconciliation and power AI-driven insights across portfolios and systems.
Platform
Product
AI
Addepar Data Exchange: Unifying data across the financial landscape
Unify financial data across systems, portfolio and asset classes. Use Addepar Data Exchange to accelerate analysis, improve governance and power AI-ready insights.
Platform
Product
AI
Inside Addepar’s R&D Demo Day, Edinburgh, Scotland
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
Platform
Product
AI
Introducing Addepar Data Exchange: A new data foundation for modern investment firms
Break down data silos and unify investment data across systems with Addepar Data Exchange to power analytics, automation and AI-ready workflows.
Platform
Product
AI
Five trends reshaping collectibles reporting
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
Product
AI
Alts
Advancing AI across the platform
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.
Product
AI
Putting AI inside investment management workflows
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.
Platform
AI
Alts
How AI streamlines the alternatives lifecycle
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.
Product
AI
Alts
Five AI trends executives should expect in the next five years
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...
Industry
AI
Is AI redefining personalization in the investment and wealth management industry?
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...
Industry
AI
Why some firms win clients faster than others in the age of AI
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.
Industry
AI
Humans in the loop: Why human oversight still matters in AI
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.
Product
AI
Building an AI-ready organization: From data foundations to culture
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.
Product
AI
AI is only as good as your data: Why clean data wins every time
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.
Product
AI
The new table stakes: Why AI will be non-negotiable in modern financial services
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.
Product
AI
5 questions every executive should ask before adopting AI
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.
Product
AI
Five key takeaways from the Addepar Enterprise Summit
Explore five key insights from the Addepar Enterprise Summit, from AI and data strategy to culture, agility, and client-focused innovation.
Industry
AI
Alts
Shaping the Future, Together at AddeConf25
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
AI
Exploring AI and innovation at the Addepar Summit
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
Industry
AI
M&A, talent and AI insights from the first Addepar Summit
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
Industry
AI
Naming our AI assistant, Addison
Names have far-reaching implications.
R&D
AI
Introducing RedFlag: Using AI to Scale Addepar's Offensive Security Team
At Addepar, we are committed to incorporating security as early as possible in our Secure Software Development Lifecycle (SSDLC).
R&D
AI