Addepar has launched Addison, a native AI experience embedded in its investment platform, enabling advisory firms to analyze portfolio data through conversational, natural-language queries. The rollout marks a significant step in the company’s broader strategy to deploy native AI and intelligent agents across the investment lifecycle.
The New York-based wealth management, analytics, and alternatives aggregation platform provider said Addison is built on its unified data foundation and is designed to provide permission-aware access with traceable outputs grounded in portfolio context. Investment professionals can use natural language prompts to quickly analyze key portfolio information, including performance drivers, exposures, and liquidity, turning complex questions into clear, contextual answers.
The company said Addison is the result of research into developing a proprietary large language model trained securely on Addepar’s extensive historical data. The AI assistant, named in August 2024, builds on Addepar’s existing artificial intelligence capabilities, including Alts Data Management and Intelligent Statements.
Addepar said it plans to expand Addison’s functionality with proactive insight delivery enriched by market-aware context and cited sources, as well as agentic workflows designed to streamline data operations, analytics, forecasting and reporting with humans in the loop.
The launch comes as Addepar continues to scale its platform globally. The company supports more than 1,400 firms across nearly 60 countries, which collectively manage and advise on nearly $9 trillion in assets on the platform. Addepar invests more than $150 million annually in research and development and has grown through a combination of organic product development and strategic acquisitions, including its 2025 acquisition of AI workflow automation startup Arcus.
KEY QUOTE:
“AI only becomes transformational when it’s trusted enough to sit at the center of how firms operate. With Addison, we have built intelligence directly into the platform and grounded it in unified, trusted data to connect teams across the front, middle and back office. Built in partnership with our clients, this approach creates operating leverage, empowers confident decision-making and amplifies human judgment.”
Bob Pisani, Chief Technology Officer, Addepar
