Addepar (@Addepar) / X

Addepar

1,296 posts

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
Jul 7
What if time — not capital — is the real competitive advantage in wealth management? Our CTO Bob Pisani joined The Tech Talks Daily podcast with @NeilCHughes to discuss how AI and modern data infrastructure are reshaping how advisers work, from reactive reporting to proactive
Addepar
@Addepar
Jul 7
What impact does Addepar have on @RedbudAdvisors day-to-day operations? At #AddeConf26, we sat down with Carsten Hood, COO of RedBud Advisors, to find out. Hear what he had to say.
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Addepar
@Addepar
Jul 2
Alternatives are one of the most important parts of the modern portfolio and the data is complex by nature. But managing them doesn’t have to be. Read how Addepar simplifies the full alternatives lifecycle:
Alternatives: Complex to Manage, Clearer with Addepar
From addepar.com
Addepar
@Addepar
Jul 1
"You have to reinvent your process. Otherwise you're taking a faster horse when what you really need is a car." Our CTO Bob Pisani on shipping AI at scale, not just piloting it. Full conversation with @Nasdaq →
Bob Pisani, Chief Technology Officer, Addepar
From nasdaq.com
Addepar
@Addepar
Jun 24
Is your data working for you, or against you? Stop navigating fragmented systems. Addepar unifies your traditional and alternative assets, using native AI to deliver the intelligence and operational scale you need to lead. This is the new standard. This is Addepar.
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Addepar
@Addepar
Jun 22
Thank you, Toronto! 🇨🇦Our 4th annual Community Meetup brought together product updates, real talk on AI journeys and a partner spotlight with @MSCI_Inc. Our Addepar experts shared what's next for Addison + agentic workflows. The best part? Your ideas shape what we build next.
Addepar
@Addepar
Jun 17
Firms at our Boston Community Meetup are testing Addison and their AI playbook is clear: leverage best-in-class platforms, validate rigorously and build only on data you trust. One attendee described life on Addepar as "light years ahead."
Addepar
@Addepar
Jun 16
How do you describe Addepar in just one word? We put attendees to the test at #AddeConf26. Here's what we heard.
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Addepar
@Addepar
Jun 15
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
Addepar & Oxford Economics: Alternatives Forecasting
From addepar.com
Addepar reposted
Asseta
@AssetaAI
Jun 8
Asseta is now listed in the @Addepar Integrations Center. Investment reporting meets the general ledger. One source of truth for family offices. integrations.addepar.com/product/asseta
Addepar
@Addepar
Jun 11
We handed attendees a mic and one simple prompt: What's your biggest takeaway from AddeConf26? Here's what we heard.
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Addepar
@Addepar
Jun 5
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:
How to Win in M&A: Consolidate on a Unified Tech Platform
From addepar.com
Addepar
@Addepar
Jun 4
Another year, another AddeConf. What’s next for the industry? Better data, sharper insights and actionable intelligence.
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