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. youtu.be/h2t9Cr7v8kQ

Addepar is proud to be a silver sponsor at the 2026 Merchant Partner Gathering. Stop by our booth to connect with our team at the event and learn how we are empowering financial advisors with actionable data and insights.

If you're heading to GAIM Ops West, we’ll see you there! Addepar is a Bronze Sponsor at this year’s event. Don't miss Alan Erickson's session, "Your Data Just Got a Seat at the AI Table" — a fast-paced live demo followed by a brief Q&A, and a great way to see the Addepar platform in action.

Our clients are asking not just "what do I own?" but "what should I do next?" Trust is the answer. 1,500+ firms in 60+ countries rely on Addepar for clarity grounded in data they trust, now across $10T in assets on platform. See our milestones: bit.ly/4k7RWgi

$1 trillion in 2018. $5 trillion in 2023. $10 trillion today. It started with one firm trusting us with their portfolio, and then another and another. To the 1,500+ firms who chose Addepar, thank you. Altogether better.

Addepar's redesigned reporting experience is live. Get faster answers, more flexible workflows and the same complex-asset accuracy you already trust. Read more → bit.ly/4ytzLoU

What does it take to turn portfolio data into action with AI? Join @kunal_gosar , Head of AI at Addepar, at Schwab IMPACT for: The AI-ready advisor: Turning portfolio data into action. Kunal will explore how connected portfolio data, alternatives data and client-defined datasets can help advisors put AI to work across portfolio analysis, private markets, operations and client engagement. 📅 October 28 | 10:30–11:00 📍 Showcase Stage C in The Exchange Heading to IMPACT? Join us to see what it takes to build an AI-ready advisory firm.

Some cash projection tools stop at the alternatives sleeve. Addepar Navigator doesn't. A client's liquidity picture isn't just about when the next capital call lands — it's about how that call interacts with everything else: public holdings, distributions already scheduled, cash on hand. Navigator forecasts across the full portfolio — public and private — in one model. See how Navigator works → bit.ly/4jozVdq

Today was full of insights and tangible takeaways. Thank you for those who shared in the discussion during our AI Summit. We're closing the night with good food and better company. That's a wrap!

How are firms encouraging innovation while effectively budgeting for token spend? One panellist at today's AI Summit answered: "Things can definitely get out of control very, very fast. And there's a lack of guidance around which models suit which workflows."

If AI takes away junior roles, who will become the senior talent of tomorrow? At Addepar’s AI Summit, Kunal Gosar and Dr. Maarten Goos discussed AI’s impact on firms and labour markets, and why businesses must understand where AI adds value and where human expertise remains essential.

The AI Summit is here! This morning in London, Addepar CEO Eric Poirier and CRO Peter O'Brien welcomed wealth leaders for a candid conversation about what's working with AI, what isn't, and where it's taking our industry. A few themes are already coming through: - The questions are getting sharper, from where AI creates real value to what should remain distinctly human. - Trusted data must come first, because AI expands what's possible when it's grounded in data and context you can trust. - Our client base in EMEA has grown sixfold in four years. As Peter put it, what matters most is earning the right to be your partner for the next phase. Thank you to everyone who travelled to join us. Follow along for more from the day.

Thank you to everyone who joined us at our recent Community Meetup in Mexico City! It was a privilege to connect with the Addepar community in this region. We enjoyed discussing our open architecture, integrations and alts capabilities, alongside Addison and Intelligent Statements. Conversations explored how firms are balancing their enthusiasm for AI efficiencies with concerns over privacy and security. We’re committed to growing portfolio data feed coverage for Mexico as we continue to automate data ingestion. We look forward to meeting up in Mexico City again soon!

Liquidity planning should live with analysis, reporting and performance data. Before you evaluate a cash projection tool, ask yourself these four questions: 1. Does it forecast across your full portfolio or just the alts sleeve? 2. Is it reconciled against your source-of-truth data, or running on a separate feed? 3. Can it stress-test the forecast under bear, bull and future commitment scenarios? 4. Does it live inside your existing workflow, or does it mean another login and another system to reconcile? Navigator does it all → bit.ly/4zvp2Lp

62 new hires, two days in Edinburgh and one very competitive night of darts. Our EMEA New Hire Connect Summit is how we help new Addepeeps get to know our clients, our platform and each other from day one. Come build with us: addepar.com/careers

Comparing local funds to broad global pools distorts real performance. Addepar’s new regional benchmarks let you compare funds against 1,000+ local peer sets across North America, Europe, LatAm, Asia and the Middle East. Now live in Addepar today. bit.ly/4jHnitV

“As alternative assets take up a larger share of high-net-worth portfolios, static reporting isn't cutting it anymore. RIAs need forward-looking cash flow visibility to manage capital calls, avoid cash drag and stress-test liquidity under varying market conditions. That's the gap Navigator was built to close — giving advisors the clarity to plan around illiquidity with confidence, not guesswork.” — Casey Robinson, Senior Sales Engineer, Addepar Learn more: bit.ly/4q8DOnV