Addepar has unveiled Addison, a native AI experience embedded directly within its global data and AI platform designed to help investment professionals convert complex financial information into actionable intelligence across the investment lifecycle, marking a significant advance in the firm’s strategy to make artificial intelligence core to everyday investment workflows. Built on Addepar’s unified data foundation which has supported leading firms for more than 15 years Addison delivers secure, permission-aware access and traceable outputs grounded in real portfolio contexts, enabling users to quickly analyze key information such as performance drivers, exposures and liquidity through natural language queries, thereby turning intricate questions into clear, contextual answers and addressing the trust, transparency and accountability demands of financial services. The company plans to expand Addison’s capabilities with proactive, market-aware insight delivery and agentic workflows designed with humans in the loop to streamline data operations, client intelligence and management processes, from data remediation through analytics, forecasting and reporting, complementing existing AI tools like Alts Data Management and Intelligent Statements and reflecting over $150 million in annual R&D investment.
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“AI only becomes transformational when it’s trusted enough to sit at the center of how firms operate,” said Bob Pisani, Chief Technology Officer at Addepar, adding that with Addison the firm has built intelligence directly into the platform and grounded it in unified, trusted data to connect teams across front, middle and back offices, creating operating leverage, empowering confident decision-making and amplifying human judgment. Today, Addepar is the platform of more than 1, 400 firms across nearly 60 countries, managing and advising on close to $9 trillion in assets. At the heart of this platform experience is Addison, poised to reshape the way investment firms run their businesses by converting complexity into clarity and giving the ability to make smarter, quicker decisions at scale.