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Discover four key takeaways from Addepar and Trusted Family on how integrating portfolio performance data with family governance tools helps families manage multi-generational complexity, enhance reporting,...
Blog
EMEA
Family Offices
Integrations
Partnerships
Addepar’s latest reporting enhancements simplify workflows, replacing manual, time-intensive steps with automated processes. Learn how firms can deliver client insights with greater speed and scale.
Platform
Product
Two meaningful upgrades to Private Fund Benchmarks are available now: geography-specific views across 1,000+ regional benchmarks and a redesigned benchmark management experience.
Platform
Investor Experience
Discover how to streamline your operations with self-service onboarding for Addepar Alts Data Management. Add, track and manage positions directly in Addepar without spreadsheet templates or back-and-forth...
Alts
Platform
Addepar is combining Anthropic’s AI with its governed, total portfolio intelligence
AI
Industry
Platform
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
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
Our Meet Addepar series highlights the people behind the platform. This time we sat down with Kelly Paisley, who manages a team of account executives serving mid-market RIAs and single-family offices.
Addepeeps
Clients & Community
Alternatives are hard to manage, but Addepar simplifies the full lifecycle. We streamline onboarding, provide visibility into exposures, help with pacing, and offer validated performance benchmarks.
Platform
Product
Traditional forecasting tools can't keep pace with the rise of alternatives. The Addepar and Oxford Economics integration delivers the gold standard of independent, institutional-grade CMAs for strategic...
Blog
EMEA
Expertise
Integrations
Partnerships
Platform
Wealth Manager
Alts
Fragmented tech creates operational debt. Consolidate onto a unified platform to drive growth, increase firm value and ensure rapid operational consolidation during M&A.
Industry
Platform
RIA
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
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
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
See how firms use Addepar Data Exchange to unify data, improve reconciliation and power AI-driven insights across portfolios and systems.
Platform
Product
AI
The traditional 60/40 allocation is long gone, with investors shifting heavily into private markets. While strategies have evolved, tech built for the past struggles to manage the complexity of alternatives.
Platform
Industry
Institutions
Alts
Legacy tech forces fund managers into error-prone shadow accounting using spreadsheets for private markets. Addepar provides the aggregation and analytics needed for visibility, streamlined LP reporting and...
Platform
Industry
Institutions
Alts
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
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
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
Global volatility, geopolitical shocks and tech innovation define the investment landscape. Addepar and Asia's top wealth leaders share insights on the need for a total portfolio view and data-driven planning.
Investor Experience
Industry
Platform
We built a DORA-aligned quality system for software delivery using defect leakage as a pragmatic, structured starting point. DORA makes quality gaps visible and drives continuous, measurable improvement.
R&D
Product
Platform
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
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
Manage capital calls and distributions with speed and confidence. Leverage the Capital Activity Dashboard for Addepar Alts Data Management.
Alts
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
Standard ORMs often introduce memory bloat and unpredictable abstraction layers. Our engineering team uses JOOQ and Agroal to manage 100-column tables, native partitioning and stateless multi-tenancy.
R&D
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
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
See how Addepar uses multi-schema database architecture to overcome operational, performance and security hurdles for a significant advantage.
R&D
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
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
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
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 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
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
Private equity, M&A and rising client expectations are redefining RIA growth. See how firms balance organic and inorganic strategies to scale with intention — without breaking culture.
Industry
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
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
Following our platform's recent visual overhaul, at the 2025 Hackathon we turned our attention to a critical, high-touch element: client-facing emails in our Client Portal.
R&D
Addepeeps
Product
For years, the Feeds team operated with a conversion workflow that was effective but imperfect. Daily data exceptions contributed to a growing tech debt. At our 2025 Hackathon, they tackled this head-on.
R&D
Addepeeps
Platform
Born out of the 2025 Hackathon, the Contextual Audit Log moves us toward a more seamless and client-centric experience, delivering transparency with transaction edit history.
R&D
Addepeeps
Product
As our 2025 Hackathon came to a close, we sat down with our VP of User Experience and Design and Chief Client Officer to hear how client feedback is driving innovation.
Addepeeps
Clients & Community
R&D
As client demand surged, our PDF-report generator went from 500K reports in 2017 to 6M in 2022 — a 12X increase. Here's how we rebuilt report generation to scale reliably and meet enterprise-grade demand.
R&D
We sat down with WestCap Partner and Head of Asset Management Jaime Hildreth at the Addepar Enterprise Summit to discuss the expanding role of alts in portfolio construction. Here’s what we learned.
Industry
Enhancing the Workflow explores how firms use Addepar to simplify complexity and better serve clients. In this edition, Americana Partners shares how they transformed their reporting process with Addepar.
Clients & Community
Alts
In our Meet Addepar series, we sit down with the people at the heart of our success. Today, we speak to Rajiv Sharma, Director of Product Management for Addepar Navigator.
Clients & Community
Addepeeps
Camino Partners adopted Addepar Navigator to keep pace with an expanding investment portfolio, including alts. The firm now projects and forecasts liquidity in greater detail and precision than ever before.
Clients & Community
At Addepar’s Enterprise Summit, we discussed how the largest private banks transform their operations and client relationships by using a unified platform to increase revenues, efficiency and engagement.
Industry
Modernizing your tech stack is more than upgrading tools, it’s a strategic, cultural shift. Learn how leading firms are driving growth, improving client experiences and measuring real ROI.
Clients & Community
Industry
Fragmented tools create risk. Discover how investors gain forward-looking clarity with Addepar — replacing static spreadsheets with dynamic forecasting and unified oversight.
Investor Experience
Platform
Expertise
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.
Alts
Explore five key insights from the Addepar Enterprise Summit, from AI and data strategy to culture, agility, and client-focused innovation.
Industry
AI
Alts
Learn how Addepar and Bipsync's partnership helps institutional investors and GPs integrate research and portfolio data to break down silos and improve decision-making.
Industry
Expertise
Investor Experience
What’s the hidden cost of outdated systems? The time lost to inefficient operations and manual processes. Modern tech solutions like Addepar can save time and give firms a competitive edge.
Industry
Family Offices
In the complex and opaque world of private markets, accessing high-quality data and actionable insights has long been a challenge. At Addepar, we set out to change that.
R&D
Alts
In our Meet Addepar series, we sit down with the people at the heart of our success. Today, we speak to Tara Coakley, Head of Strategic Network Firms.
Clients & Community
Addepeeps
Addepar’s platform is built to solve the complexities of managing alternative investments, giving investors additional diversification, income and exposure to a different set of economic drivers.
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.
Platform
Product
Alts
EMEA wealth managers are preparing for one of history's largest intergenerational wealth transfers, as maturing generations begin to pass assets to Gen X, Millennials, and Gen Z.
Industry
See why scenario analysis is essential for institutional portfolios to survive market shifts and meet ongoing obligations.
Product
Expertise
Platform
Alts
Alts Data Management streamlines the way firms manage alts data with automated document collection and processing, data validation and file storage.
Platform
Industry
Product
Alts
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
In our Meet Addepar series, we sit down with the people at the heart of our success. Today, we speak to Jamie Signorile, Senior Director, Global Enterprise Solutions Engineering.
Clients & Community
Addepeeps
Addepar's rallying cry, altogether better, represents not only how we build internally and partner with our clients, but also showcases our view that consolidated data drives smarter investment decisions.
Product
R&D
Platform
In the world of microservices architecture, understanding how a system behaves is crucial. This is especially true for the Addepar Trading solution.
R&D
Product
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.
In our Meet Addepar series, we sit down with the people at the heart of our success. Today, we speak to Kendall Preusch, Senior Manager for the Core Account Management team at Addepar.
Clients & Community
Addepeeps
Addepar’s platform is built to scale alongside your business, helping you navigate an increasingly complex financial landscape with confidence. In 2025,we’ll deliver short- and long-term value.
Industry
Platform
Expertise
Addepar’s Private Fund Benchmarks provide the clarity and data-driven insights investors need to confidently navigate the opaque world of private fund investments.
Platform
Industry
Product
Addepar Alts Data Management helps GenTrust scale to add alternative investments without adding resources by streamlining workflows, improving accuracy and freeing up time for high-impact initiatives.
Clients & Community
The UAE is emerging as a hub for family offices. UHNW individuals and families are attracted by its favourable regulatory environment, investor-friendly initiatives, and growing regional wealth.
Family Offices
As the product manager for our Alts Data Management solution, I’ve witnessed the unique challenges wealth managers, RIAs and asset managers face when dealing with the complexities of alternative investments.
Product
R&D
Bringing transparency to private markets: Learn how Addepar’s latest solutions enhance data clarity, streamline workflows and optimize alternative investments.
Platform
Product
Industry
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.
Platform
Alts
Optimize your clients’ tax strategies with Addepar. From detailed tax reporting to customizable closing methods, discover five ways Addepar simplifies tax preparation this season and beyond.
Platform
Clients & Community
Behind every successful client is a committed advisor seeking to provide the best available service.
Clients & Community
Executives from top RIAs and MFOs stressed that investing in the right talent is key to sustainable growth and resilience in wealth management, where success depends on relationships and trust.
Clients & Community
Industry
Attracting and retaining top talent remains a pressing challenge for the modern RIA. Those that choose to leverage technology to their advantage may find themselves attracting and retaining stronger advisors.
Clients & Community
Leading RIA and MFO firms joined us at the Addepar Summit recently for a behind-the-scenes look at mergers and acquisitions in the wealth management space. Here are the key takeaways.
Clients & Community
Industry
As the RIA landscape evolves, so do client expectations. With best-in-class technology, advisors are better equipped to meet these changing demands while continuing to deliver a quality service.
Clients & Community
In our Meet Addepar series, we sit down with the people at the heart of our success. Today, we speak to Travis Larsen, Director of the Technical Solutions Architect team at Addepar.
Clients & Community
Addepeeps
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
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
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.
Learn how this family office chose technology to dramatically improve the quality, flexibility and timeliness of their reporting across their portfolios.
Family Offices
Alts
We recently sat down with View Capital Advisors to learn more about how the firm leverages Addepar Dashboards to enable advisor capacity and align on objectives.
Clients & Community
Product
Over the past five years, we've rapidly expanded our product suite with new features and functionality, prioritizing client feedback to improve the Addepar experience.
R&D
Overall, the enhanced capabilities Addepar can offer have strengthened our client relationships by providing them with clearer insights and a deeper understanding of their investments.
Clients & Community
Alts
Cutting-edge solutions such as the Addepar platform help us differentiate Croak Capital in the marketplace and deliver superior value while allowing our staff and advisor team to focus on their clients.
Clients & Community
Names have far-reaching implications.
R&D
AI
No matter what your career path is, it is likely you have served as a technical translator at some point. It’s also possible that you didn’t even realize you were doing it.
R&D
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.
It was my pleasure to co-host AddeConf24, Addepar’s second annual innovation and technology conference.
R&D
Alts
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
At Addepar, we are committed to incorporating security as early as possible in our Secure Software Development Lifecycle (SSDLC).
R&D
AI
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
Eric Poirier sits down to discuss insights from the platform’s investment data on nearly $6 trillion in assets.
Press Releases
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.
Platform
Inside Addepar is a monthly 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.
Platform
We asked our global client base how Addepar’s tech and data platform is helping wealth managers better achieve their goals.
Inside Addepar is a monthly 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.
Platform
Inside Addepar is a monthly 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.
Platform
We recently sat down with Delisha Grant, Addepar’s VP–General Counsel to hear about her career journey, what accomplishments she’s most proud of and the best advice she’s received.
Clients & Community
We recently sat down with Abhimanyu “Abhi” Prabhavalkar, our new Head of Addepar India to learn more about his background, career journey and his plans for Addepar India.
Inside Addepar is a monthly 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.
Platform
Inside Addepar is a monthly 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.
Platform
A conversation with Three Bridge Wealth Advisors and Navigator’s Rajiv Sharma
Inside Addepar is a monthly 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.
Platform
AddeConf 2023 welcomes members of our technology community to join us for a deep dive into the products in development at Addepar.
Inside Addepar is a monthly 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.
Platform
Inside Addepar is a monthly 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.
Platform
Addepar Research takes a fresh look at the topics impacting investment decisions and performance — from timely updates on market and portfolio trends to investment best practices.
Addepar has been named as the “Best in Class'' provider by Aite-Novarica Group in the 2023 Aite Matrix: RIA Portfolio Management and Reporting Systems.
Press Releases
Callan Family Office was founded by banking and wealth management professionals with significant experience and valuable perspectives around the fact that wealth is both complex and personal.
Family Offices
Inside Addepar is a monthly 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.
Platform
Align Impact is a woman-owned and majority-staffed firm based in Santa Monica, California. With $2.3 billion in assets under advisement, Align specializes in impact investing strategies for high-net-worth...
Inside Addepar is a monthly 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.
Platform
Attinger relies on Addepar’s portfolio projection tool, Navigator, to improve asset allocation decisions
Addepar’s global growth continues with our newest office in Pune, India.
Lead Product Manager Steven Lamb discusses the process of bringing Addepar’s newest offering, Sandbox, to market and why he thinks it will transform Addepar user experience.
Inside Addepar is a monthly round-up of Addepar platform updates, research insights and client, partner and company news.
Platform
Ruchir Swarup oversees the full technology stack of the wealth management technology platform and spearheads the company’s research and development efforts.
Press Releases
Inside Addepar is a monthly 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.
Platform
We recently held our Fall 2022 edition of Addepar HackWeek when every employee is encouraged to help transform how we and our clients do business through new ideas and solutions.
Expertise
UBS Partners With Addepar and Mirador to Deliver Comprehensive Wealth Analysis and Reporting for Ultra High Net Worth Clients
Inside Addepar is a monthly 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.
Platform
After expansive growth in client base and product offerings, Addepar is delighted to announce the continued expansion in Europe.
Inside Addepar is a monthly 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.
Platform
Juan Sabater has more than 25 years of private equity investing and investment banking experience. He’s currently co-president and partner at Valor Equity Partners, where he focuses on investor relations,...
Addepeeps
FitzRoy Investment Advisors is a multi-family office based in Miami, Florida. We are an independent firm that provides investment advice to high-net-worth families and individuals.
Clients & Community
Addepar’s AddeU Internship Program’s goal is to create a community that attracts new and diverse talent at the university level to contribute to meaningful projects at Addepar.
Addepeeps
Two trends shaping the advisory industry now are the move from a product-driven to advice-driven model, and clients’ need for increasingly complex and sophisticated investment options.
Expertise
Attinger is a multi-family office managing $600 million. The firm offers private investment funds, which aim to drive industry-leading performance over a long-term investment horizon.
Clients & Community
High-level software and financial advisor tools aren’t reserved solely for the financial planner. Wealth managers and advisors also find value using these planning tools when developing an investment...
Platform
WestCap made an early investment in Addepar through its Strategic Operator Fund and as a partner at the firm, Jaime Hildreth has had a front-row seat to witness Addepar’s explosive growth in recent years.
Expertise
Alts
Financial technology, or fintech, aims to improve or automate valuable financial services.
Platform
A well-balanced operational stack of technology, data and best-in-class services can streamline every aspect of your business–but the process of designing that stack has its challenges.
Platform
Financial advisors rely on RIA technology to regularly handle day-to-day investment management, but beyond its practical uses, software is also paramount for delivering optimal client services and driving...
Investor Experience
In our second annual Women’s History Month blog post, we again have the privilege to highlight some of the top women in wealth management.
Clients & Community
RBC Wealth Management-U.S. has a network of more than 2,100 financial advisors in 180+ offices managing $542 billion in client assets. Their vision is to provide best-in-class technology experiences for...
Platform
Investor Experience
Industry
Senior software engineering manager Tamar Weseley joined Addepar more than four years ago after graduating from the Massachusetts Institute of Technology.
Addepeeps
Addepar is happy to announce that we’ve joined the Open Cap Table Coalition, a cross-industry group that is collaborating to improve the interoperability, transparency and portability of company...
Industry
RBC-U.S. brings Addepar’s unparalleled experience and real-time reporting capabilities to its 2,100+ advisors.
Press Releases
Through AddeParents, we have built a community to share our experiences working in a fast-paced, startup environment in the fintech space, while also balancing time with our families...
Addepeeps
We recently held our annual Addepar Client Advisory Board meeting to discuss exciting platform updates and opportunities for continued financial services industry advancement...
Clients & Community
Alts
Highly accomplished software product development leader Jijoe Vurghese joined Addepar with the mission to optimize engineers’ workflows and streamline processes to support the company’s accelerated growth...
Addepeeps
We’re excited to announce the acquisition of AdvisorPeak, a leader in providing agile rebalancing, trading and order management capabilities...
Platform
Melissa Gundling came to Addepar four years ago, bringing her unique professional background in performing arts and the non-profit sector as well as experience in legal marketing to grow a career in finance...
Addepeeps
Sairam shares the key to motivating his teams and developing the best ideas, which he says requires creativity and the freedom to test innovative approaches in problem solving...
Addepeeps
Liesel Pritzker Simmons sat down with Addepar to discuss how Blue Haven develops and implements strategies to address her and her husband’s specific values and concerns while achieving desired financial...
Clients & Community
We sat down with Adrian to learn more about evolving fintech needs of the wealth management industry...
Expertise
Peter O'Brien shares takeaways from a recent panel discussion at Addepar’s Q2 Client Advisory Board meeting focused on growth strategies that RIA firms can employ for sustained competitive differentiation...
Clients & Community
Addepar’s discovery week was a series of virtual sessions tailored to RIA firm members looking to advance their organizations with new technology. During the webinars, experts gave excellent tips and tricks...
Expertise
We recently had a chance to explore what makes Addepar so exciting for engineers, and learn about the opportunities to make a difference by putting clients at the center...
Addepeeps
Addepar commemorates Juneteenth as a time to reflect, connect and learn...
Clients & Community
We’re thrilled to announce the opening of our first office outside the U.S. in Edinburgh, Scotland - another step toward realizing our vision to provide investors and advisors the data needed to optimize how...
Clients & Community
Addepar emerged from the 2008 downturn and from the beginning, the platform was built to adapt to market volatility and change. And we certainly saw that in 2020...
Platform
It’s Women’s History Month, when we celebrate the many accomplishments of women in every avenue of business, government and our communities...
Clients & Community
This is the first week of Black History Month - a time when Addepar is proud to honor and reflect on the diverse achievements of African-Americans throughout our nation’s history.
Addepeeps
I’m joined by Bob Miller, CEO of PCR. Bob is a fintech veteran, with experience leading multiple financial technology firms under his belt. In 2017 he joined PCR as CEO to transform the firm into a leading...
Expertise
Alts
We’re excited to announce that Addepar has acquired RCI so that we can directly offer our clients powerful tools to model and analyze portfolios in a forward-looking way and empower them to continue making...
Platform
It’s more critical than ever for us to continue to bring transparency to an industry that has been historically opaque, and share the insights and analytics gleaned from Addepar’s unique data set. So, we...
Expertise
An essential element of any value proposition is demonstrating that you’re faithfully meeting your fiduciary duty to act in your clients’ best interest...
Platform
I’m excited to share that we have revamped our Addepar Academy so that users can have an in-class experience from the safety and comfort of their living rooms...
Expertise
We’re thrilled to welcome some of the industry’s leading voices to our inaugural Client Advisory Board...
Clients & Community
Introducing the Addepar Investor Sentiment Index (Addepar ISI)—a transactions-based index of high-net-worth (HNW) and ultra-high-net-worth (UHNW) investor sentiment derived from U.S. equity transactions...
Platform
We sat down with Raphael Haas to find out more about Melting Point and its growth over the last 6 years...
Product
Alts
We’re proud to share that Addepar has reached a milestone and surpassed $2 trillion in client assets on our platform...
Platform
We sat down with Eric Lansky, President of StoneCastle to find out more about FICA® For Advisors...
Expertise
Product
For much of his two decades in wealth management and the RIA space, Cameron Sheehan has been deeply involved with ensuring firms run on the best technology platforms, and are able to conduct seamless...
Case Study
Addepar is uniquely able to aggregate seemingly disparate data into a single platform. We’ve spent a lot of time building out integrations for data aggregation across multiple custodians and asset classes....
Platform
If you’re looking to migrate historical data from a legacy system to a modern platform, the process can be daunting. It doesn’t have to be...
Clients & Community
During this Pride month, AddePride wishes to extend our greetings to our members, allies, and friends for their continued support. We also want to acknowledge that this year, Pride is different...
Addepeeps
A few weeks ago, I was pleased to host Joe Lonsdale, Addepar Founder and Chairman, General Partner at 8VC, and Co-Founder of Palantir, OpenGov, Affinity and several other successful companies, for a lively...
Expertise
Product
Alts
After more than a decade working in security, I know that the risk of falling victim to cybercriminals is ever-present. But the good news is there are precautions you can take to help keep yourself and your...
Expertise
During this week's Office Hours, we were joined by Alex Ruiz, head of client reporting at GenTrust, LLC. Alex shares real-world insights into how GenTrust leverages technology to save time and drive...
Expertise
Alts
In our latest Office Hours, Addepar Alliance & Partnerships Specialist Michael Schwoerer discussed how to manage risk and liquidity in today's rapidly shifting landscape and what investment strategies...
Expertise
As the economic and business impact of the COVID-19 situation mounts, financial advisory firms are finding ways to reimagine a “business-as-usual environment.” We are continuing our Office Hours webinar...
Expertise
As an advisor your job depends on effective communication. Especially in today’s world, a digital experience is more critical than ever. When digital communication risks getting lost in translation, how do...
Expertise
We launched an Office Hours webinar series where experts share key communication tools and best practices to help financial advisors and teams provide their clients with real-time portfolio visibility, even...
Expertise
Addepar was created in the wake of the 2008 financial crisis to help you navigate turbulent times exactly like this week. Given the volatile environment, this is one of those critical junctures where we hope...
Expertise
The success of a product hinges largely on thoughtful design and development that creates a clear and intuitive user experience. The consequences of getting it wrong can mean the difference between...
Platform
We recently held our annual National Client Call. It offered a chance to look at our accomplishments in 2019 and what we’re working on as we charge into 2020. In case you missed it, check out the top 5...
Clients & Community
Anyone who works in the financial services industry can tell you that there are a lot of expectations to manage day-to-day. Feedback comes from all angles: the client, the boss, the boss’s boss...
Platform
Since the 2009 market bottom, registered investment advisors (RIAs) have enjoyed a bull market. Triple-digit returns have directly contributed to the bottom-line profits of many AUM-based firms...
Expertise
Last October, as a part of our ten year anniversary celebration and one of our company hackathons, we announced an initiative to connect every employee’s individual passions with the opportunity to...
Addepeeps
Addepar is celebrating its 10 year anniversary this week! We’ll reiterate our founding vision from 2009, celebrate the tremendous accomplishments we’ve achieved as a team and with our clients and partners,...
Addepeeps
High net worth investors have complicated financial portfolios. They are underserved by technology, with most tech providers offering unsatisfying products...
Platform
The Addepar New York office was transformed into a fun zone on August 21 as nearly 20 children accompanied their parents to work...
Addepeeps
Don Nilsson recently joined Addepar as Chief Product Officer to drive the development of our platform that specializes in data aggregation, analytics, and portfolio reporting to provide insights and clarity...
Addepeeps
Jigar Shah had two graduate summer internships in the bag when he got the call from Addepar. What sealed the deal?...
Addepeeps
As an advisor, your clients have high expectations and rightfully so based on the tech available at our fingertips today...
Platform
Working alongside clients and deeply understanding their needs has been our approach to identifying which integrations will best supplement Addepar — and ultimately make advisors’ lives easier...
Platform
Introducing an enhanced set of services that providing clients with additional, highly-tailored support experiences.
Press Releases
Addepar announced the appointment of several key executives.
Press Releases
Addepar Recognized by Morgan Stanley with Fintech Award at Firm’s Annual Fintech Summit.
Press Releases
Addepar, announced that it has surpassed $1 trillion in assets on its platform, up from $500 billion just 18 months ago.
Press Releases
During Record Sales and Customer Acquisitions in Q3, Addepar Names Former Morgan Stanley Executive New General Counsel .
Press Releases
Addepar announced a strong second quarter and continued company momentum.
Press Releases
Addepar announced it will join Schwab OpenView GatewayTM.
Press Releases
Addepar announced it has closed a $140 million Series D funding round.
Press Releases
Addepar announced its acquisition of AltX, an intelligence platform for the alternative investments market.
Press Releases
Addepar announced a Morgan Stanley partnership to deliver its industry-leading investment management platform to their top Private Wealth Management teams.
Press Releases
Addepar announced major company milestones and significant updates to its technology.
Press Releases
Addepar announced a major update to its platform to power the $120 trillion investment management industry.
Press Releases
Addepar has been named one of the “Top 10 Most Innovative Companies in Personal Finance” in 2015 by Fast Company magazine.
Press Releases
Addepar announced the appointment of Jeff Ramseyer to the role of Vice President of Sales.
Press Releases
Addepar announced that it has expanded its leadership team.
Press Releases
Addepar recently paired with HackerRank to co-host an 8-hour global Hackathon.
Press Releases
Addepar announced that it has raised $50 million in its Series C financing.
Press Releases
Addepar announced the appointment of Eric Poirier as Chief Executive Officer and Karen White as President and Chief Operating Officer.
Press Releases
