Addepar is a leading data and AI platform tailored for financial services, empowering professionals to transform complex data into actionable insights. With nearly $9 trillion in assets managed, it supports registered investment advisors, family offices, and global institutions by unifying portfolio data across public and private markets. Transitioning from outdated systems to a Databricks-powered foundation on AWS, Addepar offers an integrated data intelligence platform that enhances collaboration and governance.
Introducing Addison, its native AI experience, Addepar enables users to interact intuitively with financial data, providing proactive insights and workflow automation while adhering to stringent security protocols. This safe and scalable AI solution streamlines decision-making processes, significantly reducing infrastructure costs and improving pipeline delivery. By enhancing collaboration through Databricks’ Notebooks and Unity Catalog, Addepar fosters transparency and trust among clients and teams. As Addepar continues to innovate, it positions itself as a central player in the investment ecosystem, where GenAI enhances the decision-making landscape for financial professionals.
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