Addepar
@Addepar
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Addepar is a global technology and data company that helps investment professionals provide the most informed, precise guidance for their clients.
Silicon Valley-NYC-SLC-UK
Joined June 2010
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. https://t.co/ktAVQkUYUG
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Don’t join a random AI company. Join one that dominates its industry’s infrastructure. @JTLonsdale and @kunal_gosar recently detailed how Addepar’s platform offers a unique foundation for accelerated AI development and impact. Join us in redefining wealth management, again.
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Join Addepar’s Vlad Rav, Senior Director of Alts & Data Management R&D, as he delivers a keynote on risk, governance and digital transformation at The Steward 2026 in Georgia. Full details here: https://t.co/gQFEkRm76h
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Excited to welcome EY to our partner program. EY has deep expertise providing world-class managed services to a variety of clientele: single and multi-family offices, RIAs, institutions and enterprises. They've been building an in-house Addepar expertise since 2023.
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As wealth management looks ahead in 2026, AI is moving firms from fragmented systems to unified operations built on trusted data. In Wealth Investment News, Addepar CTO Bob Pisani explains how this shift will strengthen investment decision-making.
wealthinvestmentnews.co.uk
As we usher in a new year, Wealth Investment News takes a look at the potential trends set to shape the wealth management industry in 2026
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Many firms fixate on model selection while overlooking foundational data and systems. Asking “What data can our systems reason over?” builds capacity for interpretation and action — moving beyond hygiene to impact. See this data-mindset shift in practice. https://t.co/d2R46G2k6O
addepar.com
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Addepar CEO Eric Poirier shares his perspective on where wealth management is headed—and the increasingly critical role of data in shaping what comes next in @WealthBriefing. https://t.co/Zh0twCME3g
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GenAI can drive real efficiency gains for wealth and asset managers, but not every organization is set up to realize them. Clean, unified data determines whether AI delivers value or creates new risk. Learn more. https://t.co/obFjweVtbL
addepar.com
As AI reshapes financial workflows, data quality becomes decisive. Accurate, unified data helps firms reduce risk and turn AI into real operational value.
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Amid record growth for RIAs, firms at Addepar’s RIA Summit weighed in on their experiences with remaining independent or scaling through PE and M&A. Here’s how they're navigating these strategies. Learn more ->
addepar.com
Private equity, M&A and tech are reshaping RIA growth. Learn how firms scale with intention while focusing on culture and long-term alignment.
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AI is helping financial leaders tackle rising complexity, data and decisions by amplifying the expertise already in their firms. Our latest thought-leadership piece shares why AI is becoming non-negotiable—and how teams can prepare thoughtfully.
addepar.com
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Addepar is honored to be named Wealth Management Technology Provider in Switzerland of the Year at the 10th Annual Private Banking Awards. Congratulations to all of this year’s winners, and thank you to our clients for your continued partnership. #PBSwiss2025
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How did one 2025 Hackathon team convert 315 data feeds in 3 days, removing bottlenecks and putting a stopper in growing tech debt? And what does that mean for our clients? Read our latest blog to find out →
addepar.com
The Feeds team maintains thousands of data pipelines that ingest information from countless banks, brokerages and institutions. Here’s how they scaled conversion.
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Addepar’s Chief Client Officer Janeen France spoke with @ModusNewsletter about her new role, priorities for elevating the client experience and why high-quality data is essential for meaningful AI adoption. Read more:
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AI has the potential to improve a firm's productivity, client experience and operational scale when built on the right foundation. These five executive-level questions help leaders confirm readiness across data, governance, workflows and measurement.
addepar.com
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Built based on client feedback, the new Contextual Audit Log lets users view transaction edits right in Addepar, without digging through data or working with support. See transaction change history in an easy, self-serve way. Learn more ->
addepar.com
The Contextual Audit Log was developed in direct response to pain points voiced by our clients. The result: a fast, transparent way to investigate data changes.
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Emails are a critical touchpoint used daily by our clients and their clients alike — but they’re also a potential weak link in security. One hackathon team recognized the risk and sought to modernize the experience. https://t.co/9kOSSW5bzc
addepar.com
See how one Hackathon team modernized email templates, helping our clients to communicate clearly with their clients, instill trust and combat phishing scams.
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Thank you to everyone who joined this year’s RIA Summit—your energy and partnership move our industry forward. We’re excited to carry this momentum into next year under the leadership of our new Chief Client Officer, Janeen France, and continue building what’s possible together.
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What if your firm’s technology platform allowed you to reimagine the way you hire talent? That was one of the surprising benefits Hong Kong-based Investment Office 3 Capital Partners discovered in implementing Addepar. See more. → https://t.co/qIjo6FJxDe
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How can COOs achieve operational efficiency? Start by breaking down data silos. With dozens of tech solutions on the market, how do you decide which is best for your firm? Start with our compact buyer’s guide →
p.allego.com
This compact buyer's guide highlights how operational friction can hinder efficiency and decision-making for COOs, emphasizing the need for streamlined workflows, automated processes, and connected...
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