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Addepar
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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
addepar.com
Joined June 2010
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6,271
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  • Pinned
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    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.
    71K
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    Addepar
    @Addepar
    10h
    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.
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    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."
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    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
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    Addepar & Oxford Economics: Alternatives Forecasting
    From addepar.com
    168
  • Addepar reposted
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    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
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    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:
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    How to Win in M&A: Consolidate on a Unified Tech Platform
    From addepar.com
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    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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  • Addepar reposted
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    FII Institute
    @FII_Institute1
    May 27
    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
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  • Addepar reposted
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    CFA Society India
    @CFASocietyIndia
    Jun 3
    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…
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    Addepar
    @Addepar
    May 29
    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
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    Addepar
    @Addepar
    May 28
    #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:
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    AddeConf26: Key Takeaways Addepar Clients Can Use Today
    From addepar.com
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