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

@CNBC cnbc.com/video/2026/04/…

On @CNBC Squawk Box Asia, our CEO Eric Poirier on what today’s markets demand: Full portfolio visibility. Real-time insight. AI that drives action.

Asia-Pacific is shaping the future of investing. We’ve opened our Singapore office—establishing Addepar’s new APAC hub and strengthening how we support clients across the region and globally.

Join our upcoming webinar as Addepar's Hunter Flynn and Kolker Consulting Group’s Joe Kolker discuss how to leverage technology investments — including AI — to achieve scalable firm growth. Register now to secure your spot: bit.ly/4sa2RGy

Honored to be shortlisted for the @FTFnews Awards as Best Data Aggregator. Turning complex data into a trusted foundation for better decisions—and real AI impact. Vote for Addepar here: bit.ly/4sNF3tk

Portfolio clarity, now accessible on every device. Deliver a secure mobile experience to your client base. With the new Addepar Android App, interactive views and portfolio insights are now just a tap away for every client. Available now on the Google Play Store.

With @databricks, we moved faster in bringing Addison, our native AI experience, to life. Grounded in a unified, governed data foundation, Addison delivers portfolio-aware insights within investment workflows. Hear more from our CTO, Bob Pisani: bit.ly/4bXatGE

We’re proud to partner with LGT Wealth Management UK, supporting their front office and client service teams with Addepar’s unified data and AI platform.

@WealthBriefing See the full list of winners: clearviewpublishing.com/events/the-fou…

Addepar is honored to be recognized at the @WealthBriefing WealthTech European Awards, winning in the Innovative WealthTech Solution (B2B) category.

The next big leap in the Addepar platform is here. Addison, the AI partner that thinks with you, integrates directly with your data, workflows and firmwide context to help you answer questions, surface insights and deliver guidance faster. bit.ly/47aCwRp

Your portfolios are complex. Understanding them shouldn’t be. Addison brings AI directly into your workflows so you can get answers faster and move forward with confidence. Learn more: addepar.ai

The Addepar team is at Future Proof Citywide. Visit us at booth 203 to experience Addison, our native AI built to deliver actionable intelligence across investment workflows. See how we are transforming data into results.

Most AI tools don’t understand your data. Addison does. Grounded in trusted Addepar data, Addison understands your portfolios — so you can go from questions to decisions faster. Meet Addison: bit.ly/4u1bCoB

The AI hype cycle is over. Meet Addison — Addepar’s native AI experience, delivering trusted, actionable intelligence inside real investment workflows.

Heading to Future Proof Citywide? Come find us at booth 203 and learn how Addepar is helping advisors leverage AI to turn complex data into clear, actionable insights.

The Addepar team is at the Pershing Elite Advisor Summit next week. We look forward to seeing you there.