Platform innovations unveiled at AddeConf26 extend AI across operations, analytics and client workflows to drive more intelligent investment decision-making Addepar previewed new AI agents designed to ...

CNBC has teamed up with Addepar to provide a quarterly snapshot of family office portfolios. Addepar's data includes the portfolios of hundreds of family offices, representing a total of $1.4 trillion ...

NEW YORK, May 7, 2026 /PRNewswire/ -- Addepar, a global data and AI platform for investment professionals, today announced the launch of Addepar Data Exchange (ADX), a managed data environment within ...

Addepar has launched Addepar Data Exchange (ADX), a managed data environment designed to help wealth management firms unify fragmented data and deploy artificial intelligence at scale across their ...

Wealthtech platform Addepar has launched Addison, a groundbreaking native AI experience designed to deliver actionable intelligence directly within investment professionals’ daily workflows. Announced ...

NEW YORK, March 3, 2026 /PRNewswire/ -- Addepar, a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence, today announced ...

US-based investment technology company Addepar has appointed two long-standing leaders to new executive roles as it continues to expand worldwide. Peter O’Brien has been named chief revenue officer, ...

Wealth management technology provider Addepar acquired Arcus, a small tech startup that specializes in building out AI workflows, this week. While terms of the deal were not disclosed, Arcus’s ...

Addepar, the data platform for wealth, investment, and asset management, announced the acquisition of Arcus, an enterprise AI workflow platform. Terms of the transaction were not disclosed. “Addepar ...