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
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
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
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
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...
family-office
Industry
Platform
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
See how firms use Addepar Data Exchange to unify data, improve reconciliation and power AI-driven insights across portfolios and systems.
Platform
Product
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
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
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
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
Break down data silos and unify investment data across systems with Addepar Data Exchange to power analytics, automation and AI-ready workflows.
Platform
Product
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
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
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
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
See why scenario analysis is essential for institutional portfolios to survive market shifts and meet ongoing obligations.
Product
Expertise
Platform
Alts Data Management streamlines the way firms manage alts data with automated document collection and processing, data validation and file storage.
Platform
Industry
Product
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
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
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
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
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
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
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
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
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
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 Addepar platform updates, research insights and client, partner and company news.
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
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
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
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
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
We’re excited to announce the acquisition of AdvisorPeak, a leader in providing agile rebalancing, trading and order management capabilities...
Platform
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
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
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
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’re proud to share that Addepar has reached a milestone and surpassed $2 trillion in client assets on our platform...
Platform
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
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
High net worth investors have complicated financial portfolios. They are underserved by technology, with most tech providers offering unsatisfying products...
Platform
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