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.
Alternatives are reshaping institutional portfolios, but most forecasting tools weren't built for them.
In our latest blog, Addepar and our partner Oxford Economics explore what institutional-grade macro forecasting looks like in practice, and why independent, frequently updated
RIA M&A activity rose 18.4% from 2024 to 2025 and continues to accelerate in 2026. What makes firms irresistible to buyers? For starters, they’re often the easiest to integrate.
Unified platforms don’t just improve workflows. They improve enterprise value. Read more:
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: bit.ly/FIIPE26
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.
🔗explara.com/e/industry-int…
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
#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:
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.
bit.ly/4ftVgjN
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
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. bit.ly/4fI29hg