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

Alternatives are one of the most important parts of the modern portfolio and the data is complex by nature. But managing them doesn’t have to be. Read how Addepar simplifies the full alternatives lifecycle: addepar.com/blog/manage-comp…

"You have to reinvent your process. Otherwise you're taking a faster horse when what you really need is a car." Our CTO Bob Pisani on shipping AI at scale, not just piloting it. Full conversation with @Nasdaq → nasdaq.com/videos/bob-pisani…

Is your data working for you, or against you? Stop navigating fragmented systems. Addepar unifies your traditional and alternative assets, using native AI to deliver the intelligence and operational scale you need to lead. This is the new standard. This is Addepar.

Thank you, Toronto! 🇨🇦Our 4th annual Community Meetup brought together product updates, real talk on AI journeys and a partner spotlight with @MSCI_Inc. Our Addepar experts shared what's next for Addison agentic workflows. The best part? Your ideas shape what we build next.

Firms at our Boston Community Meetup are testing Addison and their AI playbook is clear: leverage best-in-class platforms, validate rigorously and build only on data you trust. One attendee described life on Addepar as "light years ahead."

How do you describe Addepar in just one word? We put attendees to the test at #AddeConf26. Here's what we heard.

Alternatives are reshaping institutional portfolios, but most forecasting tools weren't built for them. In our latest blog, Addepar and our partner Oxford Economics explore what institutional-grade macro forecasting looks like in practice, and why independent, frequently updated CMAs matter more than ever for alternatives strategy: - Why independence produces better analysi - How bi-monthly updates keep pace with volatility - What the depth of modelling a modern alternatives portfolio demands Read the blog → addepar.com/blog/gold-standa…

Asseta is now listed in the @Addepar Integrations Center. Investment reporting meets the general ledger. One source of truth for family offices. integrations.addepar.com/pro…

We handed attendees a mic and one simple prompt: What's your biggest takeaway from AddeConf26? Here's what we heard.

RIA M&A activity rose 18.4% from 2024 to 2025 and continues to accelerate in 2026. What makes firms irresistible to buyers? For starters, they’re often the easiest to integrate. Unified platforms don’t just improve workflows. They improve enterprise value. Read more: addepar.com/blog/win-in-acqu…

Another year, another AddeConf. What’s next for the industry? Better data, sharper insights and actionable intelligence.

We are excited to unveil our next lineup of speakers for #FIIPRIORITY Europe 2026. From #AI to #EnergySecurity, global leaders will shape the conversations driving Europe’s next chapter. 📅 June 17–19, 2026 📍 Rome Cavalieri Request an invite: bit.ly/FIIPE26

Join us for an #exclusive 'Industry Interaction & Knowledge Sharing Session' in collaboration with @Addepar , bringing together #finance professionals for an evening of meaningful conversations, industry insights, and #networking opportunities. 🔗explara.com/e/industry-inter…

Thank you to everyone who joined us at Bar 37 at The Woodward for Addepar’s Geneva Spring Reception. It was a wonderful evening of conversation, connection and shared perspectives across the Swiss wealth and investment management community. We’re excited to continue building relationships in the region and look forward to seeing you again soon.

#AddeConf26 focused on a simple idea: better data and sharper insights only matter if firms can act on them. Here are five key takeaways to action on now: addepar.com/blog/key-takeawa…

Have you registered for the Toronto Community Meetup on June 11th? We’ll discuss key product updates and allow time for Q&A. Join your peers for a networking reception that follows. Space is limited, so register today. bit.ly/4ftVgjN

We’re only a week away from BNY’s INSITE 2026! The event features a keynote from BNY’s CEO Robin Vince and Chief Product & Innovation Officer Carolyn Weinberg, alongside a full program of mainstage sessions with exciting guest speakers — including former U.S. Secretary of State Condoleezza Rice. Find us at Booth #206 to explore how Addepar is helping leading firms navigate the future of wealth management.

Have you registered for the Boston Community Meetup on June 9th? We’ll discuss key product updates and allow time for Q&A. Join your peers for a networking reception that follows. Space is limited, so register today. bit.ly/4fI29hg

#AddeConf26 wrapped with 400 clients, partners and builders together in Manhattan for our biggest AddeConf yet. We’re energized by where the industry is headed: smarter workflows, more automation and more time for strategy and human connection. Thanks to everyone who joined us. On to AddeConf27!

Yesterday at AddeConf26, we unveiled new advancements across AI, data and workflows designed to help investment professionals operate more intelligently across increasingly complex portfolios. From AI agents and workflow automation to deeper private markets visibility and enhanced client engagement, the innovations extend AI across the investment lifecycle. Read more: prnewswire.com/news-releases…