Addepar Expands AI Capabilities Across Investment Workflows

Addepar announced in a press release new AI, data, and workflow automation capabilities at AddeConf26, its annual innovation conference held in New York. The updates build on the earlier launch of Addison, the company’s AI experience, and aim to embed artificial intelligence deeper into investment operations and client workflows.

Addepar previewed new AI agents designed to support daily investment tasks by identifying and resolving data issues more efficiently. Enhancements to Addison include expanded access to private markets data, improved visualizations, and additional partner integrations for richer portfolio insights and risk analysis.

The company also introduced new connectivity features for its Addepar Data Exchange, strengthening integration between its data, analytics, and AI layers. New APIs and links to CRM, cloud data, and business intelligence systems help unify and govern information across technology environments.

Additional updates focus on private markets and client engagement. Addepar unveiled new tools for analyzing private fund holdings, pacing analysis, and capital activity tracking. Client experience improvements include expanded white label mobile options, secure messaging, and enhanced reporting templates integrated with Addison’s AI capabilities.

Today, Addepar serves more than 1,400 firms globally that manage and advise on over 9 trillion dollars in assets.