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
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AI initiatives don’t fail because of the models. They fail because financial data is fragmented, inconsistent and difficult to govern at scale.
Platform
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See how firms use Addepar Data Exchange to unify data, improve reconciliation and power AI-driven insights across portfolios and systems.
Platform
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Unify financial data across systems, portfolio and asset classes. Use Addepar Data Exchange to accelerate analysis, improve governance and power AI-ready insights.
Platform
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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
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Break down data silos and unify investment data across systems with Addepar Data Exchange to power analytics, automation and AI-ready workflows.
Platform
Product
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
Explore five trends reshaping collectibles reporting, including the shift from static to real-time valuation, how AI is amplifying human expertise, and the urgency created by the great wealth transfer.
Expertise
Investor Experience
Product
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.
Product
Managing alternative data is manual and error-prone. Addepar Alts Data Management uses AI to automate extraction and standardization, turning complex documents into validated, decision-ready insights.
Product
AI adoption is accelerating, but trust, context and accountability limit scale. In complex domains like finance, human judgment remains essential to govern, explain and responsibly deploy AI systems.
Product
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.
Product
AI success isn’t about better models — it’s about data designed for machine reasoning. Firms must move beyond clean data to semantic, decision-ready systems that enable execution, not just insights.
Product
As AI becomes embedded in financial workflows, data quality is the deciding factor. Unified, accurate data helps firms avoid the GenAI divide, reduce risk, and unlock real efficiency and insight from AI.
Product
AI is becoming a non-negotiable advantage in wealth management — boosting advisor capacity, accelerating insight and enabling more personalized, data-driven guidance without added complexity.
Product
AI can boost productivity, client experience, and scale — but only with the right foundation. These five executive questions help leaders assess readiness across data, governance, workflows and measurement.
Product
Following our platform's recent visual overhaul, at the 2025 Hackathon we turned our attention to a critical, high-touch element: client-facing emails in our Client Portal.
R&D
Addepeeps
Product
Born out of the 2025 Hackathon, the Contextual Audit Log moves us toward a more seamless and client-centric experience, delivering transparency with transaction edit history.
R&D
Addepeeps
Product
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
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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
In the world of microservices architecture, understanding how a system behaves is crucial. This is especially true for the Addepar Trading solution.
R&D
Product
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
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As the product manager for our Alts Data Management solution, I’ve witnessed the unique challenges wealth managers, RIAs and asset managers face when dealing with the complexities of alternative investments.
Product
R&D
Bringing transparency to private markets: Learn how Addepar’s latest solutions enhance data clarity, streamline workflows and optimize alternative investments.
Platform
Product
Industry
We recently sat down with View Capital Advisors to learn more about how the firm leverages Addepar Dashboards to enable advisor capacity and align on objectives.
Clients & Community
Product
We sat down with Raphael Haas to find out more about Melting Point and its growth over the last 6 years...
Product
We sat down with Eric Lansky, President of StoneCastle to find out more about FICA® For Advisors...
Expertise
Product
A few weeks ago, I was pleased to host Joe Lonsdale, Addepar Founder and Chairman, General Partner at 8VC, and Co-Founder of Palantir, OpenGov, Affinity and several other successful companies, for a lively...
Expertise
Product