Acquisition of Arcus Deepens Addepar’s AI Capabilities Across Its Open Platform, Delivering Enhanced Value to Clients Globally
Addepar, the premier technology and data platform for wealth, investment, and asset management, has announced the acquisition of Arcus, a trailblazer in enterprise AI workflow automation. This acquisition significantly enhances Addepar’s strategic push to integrate advanced artificial intelligence (AI) and machine learning (ML) capabilities throughout its platform—bolstered by its ongoing commitment to invest over $100 million annually in research and development.
For over 15 years, Addepar has empowered financial professionals with a robust platform designed to aggregate, unify, and contextualize data for high-precision analysis, customized reporting, and actionable insights. With the financial landscape growing increasingly complex, Addepar is entering a new phase—one that taps into the transformative potential of AI to deliver smarter data management, anomaly detection, predictive analytics, and automated reconciliation at scale.
Arcus brings a depth of expertise in multimodal, multi-step AI workflows that seamlessly complement Addepar’s product vision. The integration of Arcus’s capabilities will accelerate the development of intelligent systems across Addepar’s platform—strengthening operational efficiency while upholding the company’s long-standing dedication to data security, privacy, and governance.
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“Addepar has consistently invested in integrating the latest technology directly into our platform and products, empowering both our internal teams and our clients to be more productive and to make more informed decisions,” said Eric Poirier, CEO of Addepar. “As the AI landscape continues its rapid transformation, Addepar is committed to staying at the forefront of advanced technology, and extending these capabilities to our clients. With our outsized investment in innovation, we aim to deliver intelligent, context-aware tools that empower our clients to excel in dynamic and unpredictable markets, while ensuring we and our clients continue to enforce and refine governance best practices.”
“We have fundamentally focused on building a platform that is flexible, interoperable, and future-ready,” said Bob Pisani, Chief Technology Officer at Addepar. “Our architecture facilitates seamless integration with clients’ existing tools, minimizing disruption and maximizing long-term value. The acquisition of Arcus is a leap forward in our AI strategy, embedding adaptive intelligence into the platform. This will enable dynamic, data-driven workflows that respond to real-time context across the Addepar platform.”
Addepar will spotlight these cutting-edge advancements at AddeConf25, its annual innovation and technology conference, scheduled for May 21 in New York City. This flagship event will bring together clients, partners, and industry thought leaders to explore the evolving capabilities of Addepar’s open platform. Attendees will experience firsthand how these AI-driven enhancements are transforming transparency, streamlining operations, and delivering deeper insights across the global wealth management ecosystem.