Addepar announced the launch of Addepar Data Exchange (ADX), a managed data environment designed to help investment firms unify, govern, and activate investment data across systems, workflows, analytics, and AI applications.
The company said ADX extends Addepar’s broader platform infrastructure by enabling firms to securely ingest and synchronize investment data across complex multi-system environments while operating from a centralized permissioned data layer.
According to Addepar, ADX builds on the company’s multi-year effort to re-architect its data infrastructure to support AI-driven workflows and operational scale across the more than $9 trillion in assets managed on its platform.
The platform leverages Databricks infrastructure and is designed to allow investment firms to integrate data across existing applications and operational systems without independently building large-scale data infrastructure.
Addepar said ADX enables firms to move beyond fragmented workflows by structuring previously siloed information into connected datasets that can support applications such as proposal generation, reconciliation, asset allocation modeling, and market data integrations.
The company also said the platform provides the high-quality unified data foundation required for enterprise AI systems to operate effectively.
As part of the broader Addepar ecosystem, ADX also expands capabilities for Addison, Addepar’s native AI experience. The company said the integration enables Addison to deliver more context-rich and traceable outputs grounded in unified investment and operational data.
Firms can also extend Addison using their own analytical models and business logic to support customized AI workflows and agentic automation capabilities.
Addepar currently serves more than 1,400 firms across 60 countries and supports approximately $9 trillion in assets through its investment management platform.
KEY QUOTE:
“Our clients’ success depends on their ability to transform data into a clear strategic advantage across their business. ADX is a cornerstone of that vision, extending the foundation we’ve built at Addepar so AI can be deeply embedded across the organization and drive operational leverage.”
Bob Pisani, CTO, Addepar
