Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence.
NYC-SLC-UK-São Paulo
Joined June 2010
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Celebrating our clients and partners who inspire us to elevate industry standards. Across financial institutions, our clients go above and beyond to deliver informed investment decisions and optimal outcomes for the portfolios in their care.
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When every reporting cycle means pulling data from separate systems and consolidating by hand, growth creates more manual work. Redbud Advisors uses Addepar to bring together 1,200 private investments, 350+ entities and $2.1 billion in assets under advisement into a single system — so a six-person team can focus on advising clients instead of wrangling data.
Read the full case study → bit.ly/3UcYD6l
ALT The image contains logos for Addepar and Redbud Advisors at the top. Below is a quote about onboarding families onto a fragmented setup and its impact on workload and growth. At the bottom, it attributes the quote to Carsten Hood, COO of Redbud Advisors.
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With $10T+ in assets on our platform, Addepar has a front-row seat to the future of wealth management.
Our CRO Peter O’Brien joined global private banking leaders at the FT Global Wealth Management Summit to discuss AI, competition and the rise of the “super advisor.”
Video courtesy of FT Live
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Every senior leader started out as a junior. As AI takes on more entry-level work, firms have to decide how the next generation will learn the job.
In a new blog for Addepar, Dr. Maarten Goos explores why investing in early-career talent today shapes who runs the business tomorrow.
Read the full blog → bit.ly/4erbZTv
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Come spend the day with Lauren, a client solutions analyst at Addepar. Day in the Life of an Addepeep is our series that follows people from different teams and offices through a real workday. Watch the first episode, then explore open roles: bit.ly/3ZghhJj
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AI is improving faster than any earlier wave of technology, but capturing its gains requires human judgment.
Following his session with Addepar’s Head of AI, Kunal Gosar, at our AI Summit in London, Dr. Maarten Goos sets out what that means for the AI-ready wealth manager:
- How fast AI is moving and how to navigate its ‘jagged frontier’
- Where AI should sit in the workflow
- Why firms need to rethink talent and team structure alongside the workflow
Read the full blog → addepar.com/blog/the-last-mi…
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Register at the link in the replies.
AI becomes valuable when it is built into the way a firm runs, from how reports are prepared to how client questions are answered. But moving from experimentation to execution takes big decisions about priorities, data, and people.
At Addepar’s recent AI Summit in London, leaders from three European firms discussed how they are approaching those decisions in an insightful panel session. Read the blog: bit.ly/4BB0nHr
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“Clients need us to make the irrational rational.”
At our RIA Summit in Napa, Goldman Sachs’ Richard Lofgren shared how advisors can help clients through geopolitical uncertainty, from following the chain behind the headlines to having hard conversations in moments of calm.
addepar.com/blog/advisors-ge…
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Have you registered for the NYC Community Meetup on November 18? We'll talk you through key product updates and host an insightful roundtable discussion. Join your peers for a networking reception that follows.
Space is limited, so register today. bit.ly/4icQN5T
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Swiss hosting sounds like one requirement. It's really several: where data is stored, how it's processed, and who can access the systems that handle it.
See how our product and engineering teams approached data residency in Switzerland: bit.ly/4zkdoDM
Family wealth gets more complex with every generation, and the financial data rarely lives in the same place as the governance. Addepar’s integration with Trusted Family puts the two side by side.
Family offices can review reporting alongside the materials that inform their decisions, and arrive at discussions prepared.
Read about making better decisions across generations →
bit.ly/4z1bHe9
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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.
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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.
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Read the full conversation: poweradvice.com/technology/b…
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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
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
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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
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