Addepar Wealth Data and AI Platform

Addepar, Inc. is a New York-based company that describes itself as a global data and AI platform for investment professionals, referring to its founding in 2009. It consolidates complex portfolio, alternatives and private-market data for banks, family offices, fund managers and wealth managers who struggle with fragmented reporting.

The platform includes ADX for connected financial data, Addison as a native AI assistant for portfolio questions and insights, Alts Data Management, Navigator for scenario modeling and Private Fund Benchmarks. Addepar reports 1,500+ firms in 60+ markets and $10 trillion in assets on its platform, with clients such as Morgan Stanley, Stifel, AllianceBernstein and Corient shown on its site.

• ADX: connected financial data layer for data activation and AI at scale.
• Addison: native AI experience for portfolio questions and insights.
• Alts Data Management: ingestion and management of alternative investment data.
• Navigator: scenario modeling across holdings.
• Private Fund Benchmarks: benchmarking for private fund investments.
• Sandbox and partner ecosystem: testing environment and integrations hub.

Private banking and wealth units of Vietnamese banks could consolidate high-net-worth client holdings across local and offshore accounts into one reporting view. Family offices and fund managers could track alternatives and private investments in one place.

Consolidates public and private holdings into one data layer for reporting and analysis. AI assistant answers portfolio questions in plain language on governed data. Self-service onboarding for alternatives data was made generally available in September 2026. A SOC 3 report is published for security assurance.

Wealth managers and private banks are consolidating fragmented client data and adding AI assistants, with alternatives growing as a share of portfolios. Addepar opened a Singapore office in 2026, indicating attention to Asia, where private banks and family offices in Singapore, Hong Kong and Vietnam's affluent segment are expanding.

Founded 2009; legal entity Addepar, Inc. in New York. Raised 230 million USD at a 3.25 billion USD valuation (Series G, May 2025). Clients include HSBC, J.P. Morgan Private Bank, UBS and LGT Wealth Management UK per its newsroom. Opened Singapore and Warsaw offices in 2026.