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

@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.

How does Addepar support nearly $9 trillion in assets while maintaining agility? Through multi-schema database partitioning. Learn how our architecture eliminates bottlenecks and enables scale from Senior Software Engineer Bartek Puzoń: bit.ly/4aGrHZv

We’re pleased to share that Addepar Chief Technology Officer Bob Pisani has been recognized in the Individual & Leadership: CTO category at the @WealthBriefing WealthTech Americas Awards. See the full list: bit.ly/4cCxcJQ

As it grew across jurisdictions, and portfolios became increasingly complex, Switzerland-based Lobnek began to outgrow Excel and the manual data entry that came with it. See how they traded administrative burden for deeper client relationships. bit.ly/4aEmb8m

From AI to alternatives, Addepar CRO Peter O’Brien weighs in on what firms need to get right next in Finextra’s Future of Wealth Management 2026 report. bit.ly/3OEA5zM

We’re proud to partner with Kestra Holdings on the launch of the Kestra Investor Solution, powered by Addepar—helping advisors turn complex data into clearer insight and better advice. bwnews.pr/4am26Dy

Advances in AI are poised to fundamentally reshape wealthtech in the coming year. Join us on February 10 at 10:00 am PT/1:00 pm ET to explore what form those changes will take and how to put your firm on the path to smarter AI adoption. bit.ly/3ZbqOkK

Our perspective on how data, automation and AI are reshaping portfolio management in Switzerland, published in Sphere. sphere.swiss/pms-2/

AI is no longer optional when it comes to investment management. In order to win and retain clients fast, firms have to know exactly how — and where — to implement it for maximum impact. bit.ly/4jPLkRG

Don’t join a random AI company. Join one that dominates its industry’s infrastructure. @JTLonsdale and @kunal_gosar recently detailed how Addepar’s platform offers a unique foundation for accelerated AI development and impact. Join us in redefining wealth management, again.

Join Addepar’s Vlad Rav, Senior Director of Alts & Data Management R&D, as he delivers a keynote on risk, governance and digital transformation at The Steward 2026 in Georgia. Full details here: bit.ly/4qdJixd