Addepar is proud to be a silver sponsor at the 2026 Merchant Partner Gathering. Stop by our booth to connect with our team at the event and learn how we are empowering financial advisors with actionable data and insights.

If you're heading to GAIM Ops West, we’ll see you there! Addepar is a Bronze Sponsor at this year’s event. Don't miss Alan Erickson's session, "Your Data Just Got a Seat at the AI Table" — a fast-paced live demo followed by a brief Q&A, and a great way to see the Addepar platform in action.

Our clients are asking not just "what do I own?" but "what should I do next?" Trust is the answer. 1,500+ firms in 60+ countries rely on Addepar for clarity grounded in data they trust, now across $10T in assets on platform. See our milestones: bit.ly/4k7RWgi

$1 trillion in 2018. $5 trillion in 2023. $10 trillion today. It started with one firm trusting us with their portfolio, and then another and another. To the 1,500+ firms who chose Addepar, thank you. Altogether better.

Addepar's redesigned reporting experience is live. Get faster answers, more flexible workflows and the same complex-asset accuracy you already trust. Read more → bit.ly/4ytzLoU

What does it take to turn portfolio data into action with AI? Join @kunal_gosar , Head of AI at Addepar, at Schwab IMPACT for: The AI-ready advisor: Turning portfolio data into action. Kunal will explore how connected portfolio data, alternatives data and client-defined datasets can help advisors put AI to work across portfolio analysis, private markets, operations and client engagement. 📅 October 28 | 10:30–11:00 📍 Showcase Stage C in The Exchange Heading to IMPACT? Join us to see what it takes to build an AI-ready advisory firm.

Some cash projection tools stop at the alternatives sleeve. Addepar Navigator doesn't. A client's liquidity picture isn't just about when the next capital call lands — it's about how that call interacts with everything else: public holdings, distributions already scheduled, cash on hand. Navigator forecasts across the full portfolio — public and private — in one model. See how Navigator works → bit.ly/4jozVdq

Today was full of insights and tangible takeaways. Thank you for those who shared in the discussion during our AI Summit. We're closing the night with good food and better company. That's a wrap!

How are firms encouraging innovation while effectively budgeting for token spend? One panellist at today's AI Summit answered: "Things can definitely get out of control very, very fast. And there's a lack of guidance around which models suit which workflows."

If AI takes away junior roles, who will become the senior talent of tomorrow? At Addepar’s AI Summit, Kunal Gosar and Dr. Maarten Goos discussed AI’s impact on firms and labour markets, and why businesses must understand where AI adds value and where human expertise remains essential.