Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence.
Joined June 2010
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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
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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…
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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…
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Addepar retweeted
May 27
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
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Addepar retweeted
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…
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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.
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#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…
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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
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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.
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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
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#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!
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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…
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What we’re hearing at #AddeConf26, live from the "What's new on the Addepar platform" session:
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Midday at #AddeConf26 and there's great energy in the room.
Insightful sessions, meaningful conversations and plenty more still ahead.
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Conversations, interaction — the Demo Village is where it all comes to life. Live demos, real workflows and the technology powering what’s next. #AddeConf26
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What we’re hearing live at #AddeConf26, in the State of Global Wealth fireside chat with our CEO Eric Poirier:
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"Every company calls itself a platform now, but most are still point solutions stitched together by workflows, spreadsheets and middleware.
The real shift happens when your data is resident in one place — governed, connected and trusted — so financial professionals can interrogate it, act on it and scale with confidence.
With that substrate, with that foundation, then you can run your business."
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