Blog
R&D
Over the years, Addepar has undergone a significant transformation that has resulted in us becoming a data-centric company, leveraging insights from 1,000+ clients’ data to improve our existing products and...
R&D
Addepar is building Addison: an LLM ecosystem that will be trained on 15 years of experience serving our clients in wealth management.
R&D
At Addepar, we are committed to incorporating security as early as possible in our Secure Software Development Lifecycle (SSDLC).
R&D
In 2022, Addepar embarked on a multi-year journey to gain a deep understanding of the investment landscape in the wealth and asset management industry and to unlock unique insights for investment decision...
R&D
In the last several years, the concept of "platform engineering" has gained considerable traction in enterprise software engineering.
R&D
The word “reorg,” short for reorganization, has become a periodic source of frustration for most people working in a business environment of any non-trivial size.
R&D
Addepar’s platform consumes not only financial instruments and holdings, but the accounts that custody those holdings, the asset owners themselves, and any legal entities that exist in the real world.
R&D
Views and reports offer an incredibly flexible way to filter, group by and analyze your portfolio data.
R&D
It was my pleasure to co-host AddeConf24, Addepar’s second annual innovation and technology conference.
R&D