Addepar Launches Addison to Enhance Investment Intelligence

Addepar, a global data and AI platform, has announced the launch of Addison, a native AI experience designed to deliver actionable intelligence across investment workflows. Addison is embedded within Addepar's platform, enhancing its ability to process complex financial data. The launch aims to provide investment professionals with secure, transparent insights grounded in real portfolio contexts.

Built on Addepar's extensive data foundation, Addison helps professionals manage portfolio complexities. It offers permission-aware access and traceable outputs, ensuring trust and accountability. Users can analyze key information such as performance drivers and liquidity using natural language.

Addison represents a significant advancement in Addepar's strategy to integrate AI in investment management. With more than 1,400 global clients managing nearly $9 trillion in assets, Addepar continues to innovate, investing $150 million annually in research and development to meet industry needs.