Addepar

@Addepar

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

NYC-SLC-UK-São Paulo

Joined June 2010

Pinned
Addepar
@Addepar
Feb 3, 2023
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.
Addepar
@Addepar
10h
The next model isn’t your bottleneck. Context is. Arda Sahiner on why context engineering — not model chasing — is where enterprise AI wins.
00:00
Addepar
@Addepar
Aug 12
Manual processes, time-consuming data management and disconnected systems are taking up approximately 28% of advisor time. By automating administrative tasks and bringing data, workflows and reporting into one place, Addepar gives advisors time back to spend with clients.
Addepar
@Addepar
Aug 11
Addepar, eMoney and YCharts are hosting a fun reception at the Future Proof Festival. We hope you’ll join us on September 15 from 6-8 at Henry’s Coastal Cuisine in the Waterfront Beach Resort. Stop by for yummy appetizers, drinks and networking. RSVP here:
GIF
Addepar
@Addepar
Aug 10
Last week, we brought together more than 80 of our New York City employees for a sunset cruise around Manhattan — an evening filled with great conversations, new connections and unforgettable skyline views. Thank you to everyone who came out and made it a night to remember!