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Addepar Accelerates Platform Innovation with Strategic Acquisition of Arcus

On May 21, 2025, Addepar, a leading technology and data platform for wealth, investment, and asset management, revealed its strategic acquisition of Arcus, an innovative provider of AI workflows for businesses. This move not only accelerates Addepar's technology roadmap but also integrates advanced artificial intelligence (AI) and machine learning (ML) deeper into its platform. This transformation is bolstered by Addepar's commitment to invest over $100 million annually in research and development.

Over the past fifteen years, Addepar has developed a technology platform that consolidates and unifies data, which clients utilize for rigorous analysis, custom reporting, and actionable insights. This consistent approach delivers enduring value to customers and stakeholders alike. As Addepar moves into its next chapter, the focus will increasingly shift towards AI and ML, unlocking features such as intelligent data management, anomaly detection, optimized reconciliation, and predictive insights. The acquisition of Arcus enhances this development, allowing Addepar to seamlessly integrate these advanced AI capabilities into its offerings.

Eric Poirier, Addepar's CEO, emphasized the company's dedication to advancing technology integration within their platform and products: "We have consistently invested in incorporating the latest technologies to enable our internal teams and clients to work more productively and make informed decisions. With the fast-evolving landscape of AI, Addepar is committed to remaining at the forefront of advanced technology, expanding these capabilities for our customers."

Addepar's approach is underlined by Bob Pisani, Chief Technology Officer, who stated, "Our focus has fundamentally been on developing a platform that is flexible, interoperable, and future-proof. Our architecture facilitates seamless integration with existing client tools, minimizing disruptions and maximizing long-term benefits. The acquisition of Arcus represents a significant advancement in our AI strategy, embedding adaptive intelligence into the platform for data-driven workflows that respond to real-time contexts throughout the Addepar ecosystem."

The upcoming AddeConf25 conference, set to take place in New York City on May 21, will showcase these significant advancements. This annual technology and innovation conference will gather clients, partners, and industry leaders to explore the latest features of Addepar's open platform. Attendees will gain firsthand insights into how these developments promote smarter workflows, enhance transparency, and provide more actionable information about the evolving global financial landscape, ultimately shaping the future of asset management.

About Addepar

Addepar is a global technology and data company that assists investment professionals in providing their clients with informed and precise advice. Over the past decade, hundreds of thousands of users have trusted Addepar to facilitate smarter investment decisions and better advisory services. With a client presence in over 50 countries, Addepar's platform aggregates portfolio, market, and client data for over $7 trillion in assets. Its open platform integrates with over 100 software, data, and service partners, offering a comprehensive solution for a wide range of businesses and use cases. Addepar also embraces a global, flexible working model with offices in Silicon Valley, New York City, Salt Lake City, Chicago, London, Edinburgh, Pune, and Dubai.