Addepar

Celebrating our clients and partners who inspire us to elevate industry standards. Across financial institutions, our clients go above and beyond to deliver informed investment decisions and optimal outcomes for the portfolios in their care. youtu.be/h2t9Cr7v8kQ

Firms struggle to scale with fragmented data, silos and manual workflows, but they don’t have to. Addepar Data Exchange unifies complex data into a single, governed foundation so teams can deliver insights faster from one source of truth. Learn how to make data your competitive edge in our latest blog → bit.ly/3RAPyCo

Transform your data into intelligence with a system built for today’s rapidly evolving investment landscape. Join our upcoming webinar to learn how Addepar Data Exchange (ADX) provides the flexible data foundation your firm needs to scale. We’ll walk through: - How Addepar evolved its data infrastructure to scale across $9T in assets on platform - A live demo of ADX, including how to integrate data from external sources - A preview of integration with Addepar’s AI to automate workflows WHEN: May 13 at 10:00 am PT / 1:00 pm ET. Register now -> bit.ly/42ut1JX

Behind every product launch is a team that made it happen! We are excited to see how ADX helps our clients connect and make better use of their data.

When your firm’s data flows freely, scale becomes easy. Break down data silos and build in the infrastructure to adopt AI fast with Addepar Data Exchange. Read more about it here --> bit.ly/4wgGliD

“It's about bringing a wealth management firm’s data to life.” — CTO Bob Pisani on Addepar Data Exchange (ADX) in conversation with @wealth_mgmt. Read more: wealthmanagement.com/artificial-int…

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AI is only as powerful as its data foundation. Today we’re introducing Addepar Data Exchange (ADX), enabling firms to unify and activate their data to power investment workflows and AI at scale.

We kicked off our 2026 Community Meetup series last week in Miami! Thank you to all who could join us for an afternoon filled with networking, platform deep-dives and discussion on how AI is transforming client engagement and experiences. Key highlights: - Kunal Gosar, Director, Engineering and Steven Lamb, Head of Product Innovation demonstrated how Addepar’s AI partner Addison amplifies human expertise - We explored how agentic workflows can execute complex sequences, reduce friction and streamline the client journey - Our roundtable sessions proved that our clients are eager to move beyond the “why” of AI and into “how” of embedding it into their day-to-day Check out our upcoming events to see when we’ll be near you → bit.ly/4ttGU6k

Video provided by FT Live/Singapore: Addepar CTO Bob Pisani shares insights pulled from our platform. The data shows non-U.S. investors increased USD exposure from 37% to 47% in Q1 2026, and U.S. and non-U.S. investors continue to be overweight in tech and AI.

Private market planning just got a major upgrade with a pacing optimizer for Addepar Navigator. Automate commitment pacing to reach target allocations with precision (no more spreadsheets). See how we're helping firms scale alts management. addepar.com/navigator

At the FT Wealth Management Asia conference, Addepar CTO Bob Pisani joined regional leaders to discuss how firms are navigating today’s uncertainty. Asia’s wealth leaders are doubling down on data, diversification and forward-looking modeling to stay disciplined amid volatility — shifting away from reactive decisions toward structured, long-term planning. Planning is the new alpha. Read more: bit.ly/48wixgz

AI is only as strong as the data behind it. Join Addepar at SPHERE EAM Digital Week in Zurich (5 May) and Geneva (7 May), where Karel Tant and Etienne de Bejarry will make the case for data sovereignty. Learn why proprietary AI matters in wealth management.

Join Addepar and MSCI on May 5 for a conversation about how integrated data and analytics empower CIOs and home offices to make more informed allocation decisions. Register now → bit.ly/4cMbWkN

How does a four-person investment team manage 2,000 active accounts and $3.6 billion in assets? For Venturi Private Wealth, it came down to its tech stack. By building its operations around Addepar and integrating with RedBlack Software, the firm transformed the way it works — streamlining reporting, rebalancing and alternatives data to scale its offering without scaling its headcount. Read the case study → bit.ly/4mZbVNI

Data quality is not a new problem, but AI raises the stakes. When the data is wrong, the model fails. While the industry focuses on AI hype, 95% of AI pilots never reach production. Often, this is due to disconnected, low-quality data that prevents firms from realizing real efficiency gains. Leading firms are building where their data already lives. By embedding intelligence directly into a unified data foundation, these teams surface insights within their existing workflows. Better data wins every time. Read more: bit.ly/4pCj5rz

For the first time, we expanded the categories for suppliers serving the wealth tech community. These categories were judged by a dedicated panel of senior leaders from private banks. Here are the winners. Congratulations to all. #WealthTechAwards @Addepar, Amundi Technologies, @arta_finance, CanoeAI, Canopy Pte Ltd, Communify, d1g1t, Expersoft Systems AG, @FinMasonInc, First Rate, Inc., Flanks, Intellect Design Arena, @MasttroUS , OneVest Technologies inc., @OxfordRiskLtd, Prometeia, @Titanbay_ltd, @WeAreWealth, @Zeidler_Group

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Honored to be recognized at the @FT_PWM Wealth Tech Awards as a global winner in Family Office and Client Reporting Technology, and highly commended in Alternatives.