Industry
Five AI trends executives should expect in the next five years
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
Is AI redefining personalization in the investment and wealth management industry?
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
.png)
Why some firms win clients faster than others in the age of 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
Leading RIAs navigate organic and inorganic growth strategies
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
How private banks unlock the full potential of alternatives at the core of modern wealth
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
Navigating technology transformation for enterprise firms
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
Modernization is a mindset
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.
Community
Industry
Five key takeaways from the Addepar Enterprise Summit
Explore five key insights from the Addepar Enterprise Summit, from AI and data strategy to culture, agility, and client-focused innovation.
Industry
Building a strong data foundation and removing data siloes: Four key takeaways from our webinar with Bipsync
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
Reclaiming time: Why upgrading legacy systems can give your firm a competitive advantage
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 Office
The great wealth transfer in EMEA: Why technology is the key to meeting next-generation expectations
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
A better way to manage alternative investments: Save time and reduce risk
Alts Data Management streamlines the way firms manage alts data with automated document collection and processing, data validation and file storage.
Platform
Industry
Product
How we’re building a faster, smarter Addepar — and what it means for you
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
Gain deeper insights with Private Fund Benchmarks
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 with Addepar’s solutions
Bringing transparency to private markets: Learn how Addepar’s latest solutions enhance data clarity, streamline workflows and optimize alternative investments.
Platform
Product
Industry
Adapting for growth: How RIAs build a resilient team and culture
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.
Community
Industry
Inside the M&A boom: how RIAs are navigating costs and cultural fit
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.
Community
Industry
Exploring AI and innovation at the Addepar Summit
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...
Community
Industry
M&A, talent and AI insights from the first Addepar Summit
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...
Community
Industry
RBC Wealth Management-U.S. and Addepar Collaboration Provides Best-in-Class Data Capabilities for Financial Advisors
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
Addepar Joins The Open Cap Table Coalition
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