Addepar, a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence, announced the launch of Addison, its new native AI experience embedded within the platform. The release marks a pivotal step in Addepar's strategy to deploy native AI, intelligent agents, and intuitive workflows across the investment lifecycle, enabling clients to achieve new levels of operating leverage and deliver more consistent, trusted outcomes at scale.

Addison is built on Addepar's unified data foundation, proven by serving the world's most sophisticated firms globally over more than 15 years. It amplifies Addepar's core capabilities that help investment professionals cut through complexity across portfolios, data and workflows. With permission-aware access and traceable outputs grounded in real portfolio context, Addison delivers insights that fulfill the trust, transparency and accountability demands of financial services. Using natural language, firms that opt-in can quickly analyze key portfolio information including performance drivers, exposures and liquidity to turn complex questions into clear, contextual answers.

Addepar has built the future of intelligent investment management, with Addison at the core of the platform experience. Addepar's continued investment in Addison will add further capabilities including proactive insight delivery enriched with market-aware context and cited sources, as well as agentic workflows—built with humans in the loop—to streamline data operations, client intelligence and client management workflows, from data remediation to analytics, forecasting and reporting.

"AI only becomes transformational when it's trusted enough to sit at the center of how firms operate," said Bob Pisani, Chief Technology Officer at Addepar. "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."