Addepar

Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence.

[Addepar @Addepar]

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

[FII Institute @FII_Institute1]

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: https://t.co/E45BMKSm3O

[CFA Society India @CFASocietyIndia]

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.

🔗https://t.co/JmodvVMNgV

[Addepar @Addepar]

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.

[Addepar @Addepar]

#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: https://t.co/l64Kts3QH7

[Addepar @Addepar]

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.

https://t.co/rfYSac02A4

[Addepar @Addepar]

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.

[Addepar @Addepar]

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. https://t.co/aP1qkmCiOl

[Addepar @Addepar]

#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!

[Addepar @Addepar]

@CNBC and Addepar have launched the inaugural CNBC Family Office Portfolio Tracker.

Built using aggregated and anonymized insights derived from family offices on the Addepar platform representing ~$1.4T in assets, the tracker offers a new quarterly view into how sophisticated investors are allocating across public and private markets.

https://t.co/S2Y9SoCA9g

[Addepar @Addepar]

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: https://t.co/KhqyBnegk3

[Addepar @Addepar]

"AI should give you conviction in your data. We're closing the gap between a market signal and a client-ready response."

[Addepar @Addepar]

What we’re hearing at #AddeConf26, live from the "What's new on the Addepar platform" session:

[Addepar @Addepar]

"We’re driving a fundamental shift across the platform from observed performance to explained performance. Instead of more data for its own sake, we want to provide better answers to what actually drove the outcome."

[Addepar @Addepar]

"Addepar is transitioning from a system of record to a system of action. We want to bring your data to you, rather than bringing you to your data, eliminating the swivel chair problem to help firms grow with less friction."

[Addepar @Addepar]

Midday at #AddeConf26 and there's great energy in the room.

Insightful sessions, meaningful conversations and plenty more still ahead.

[Addepar @Addepar]

Conversations, interaction — the Demo Village is where it all comes to life. Live demos, real workflows and the technology powering what’s next. #AddeConf26

[Addepar @Addepar]

"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."

[Addepar @Addepar]

What we’re hearing live at #AddeConf26, in the State of Global Wealth fireside chat with our CEO Eric Poirier:

[Addepar @Addepar]

"Alternatives data wasn’t built to flow cleanly. Every fund reports differently. Every PDF tells a different story.

And sometimes the detail that clarifies everything is buried 17 pages deep in a footnote."

[Addepar @Addepar]

"AI will change the work. But in wealth management, trust remains human."