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Addepar Unveils Addison: The Next Step in Investment AI

In a groundbreaking advancement for investment management, Addepar has announced the launch of Addison, a new native AI experience designed to streamline investment workflows and provide actionable insights for professional investors. With over fifteen years of experience in serving leading firms worldwide, Addepar continues to redefine how complex financial information is processed and understood.

Understanding Addison: A New Era for Investors

Addison represents a significant milestone in Addepar's strategy to integrate intelligent agents and intuitive workflows. This advanced AI tool is built upon Addepar's consolidated data foundation, which has been proven effective in maximizing operational efficiency for investment firms. By employing Addison, investment professionals can break through the complexities of portfolio data and workflows with unprecedented ease.

The AI experience prioritizes user accessibility by enabling consent-driven access and traceable results, all grounded in real portfolio contexts. This ensures that users can depend on insights that meet the highest standards of trust, transparency, and accountability in financial services. By leveraging natural language processing capabilities, Addison allows firms to quickly analyze crucial portfolio information, including performance drivers and liquidity, converting complex queries into clear, contextual responses.

Key Features of Addison

Addepar's investment in Addison strengthens the platform's core functionalities, proving essential in the ever-evolving landscape of investment management. Some of the key features of Addison include:

• - Proactive Insights: Addison is designed to provide users with proactive insights enriched by market-aware context and cited sources, thus enhancing the decision-making process.
• - Agent-Driven Workflows: Through the implementation of agent-driven workflows, Addison facilitates smoother operations across data management, client information, and workflow management — spanning the full cycle from data retrieval to analysis, forecasting, and reporting.

Bob Pisani, Chief Technology Officer at Addepar, states, “AI becomes transformational only when it's trusted enough to play a central role in how businesses operate. With Addison, we have embedded information directly into the platform, anchored in unified, trusted data to connect teams across front, middle, and back offices.” This innovative approach, developed in collaboration with Addepar clients, builds operational leverage, builds confidence in decision-making, and strengthens human judgment.

Supporting Global Clients

Currently, Addepar serves more than 1,400 firms across nearly 60 countries, managing and advising on nearly $9 trillion in assets. This expansive client base provides invaluable insights that shape how Addepar's AI features are built and deployed. With the launch of Addison, existing AI capabilities, like Alts Data Management and Intelligent Statements, are further enhanced. Alts Data Management utilizes machine learning combined with human verification to extract and normalize complex data from private markets, while Intelligent Statements transforms unstructured financial documents into easily readable formats, reducing manual effort and improving data quality.

Investing in Innovation

Addepar’s ongoing investment of over $150 million annually in research and development reflects its commitment to addressing the dynamic needs of the financial sector. By embedding information directly into data flows and solutions, Addepar is set to reshape how investment firms operate, turning complexity into clarity and enabling smarter, faster decision-making at scale. As a result, actions that previously required extensive time and effort are now achievable more efficiently.

About Addepar

Founded to empower investors, Addepar is a global data and AI platform that turns complex financial information into actionable insights. By unifying portfolio, market, and client data into a total portfolio view, Addepar provides AI-driven insights within investment and client workflows. Today, over 1,400 companies in nearly 60 countries rely on Addepar to manage and advise on close to $9 trillion in assets. The open platform integrates with approximately 650 software, data, and consulting partners, enabling end-to-end investment operations for firms of all sizes and complexities. With offices located in New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva, and São Paulo, Addepar continues to support clients around the globe.