Addepar has introduced Addison, a native AI experience embedded directly into its global data and investment platform, designed to deliver secure, transparent, and actionable insights across the investment lifecycle. Built on Addepar’s unified database and grounded in permission-based, traceable data, Addison enables investment professionals to analyze portfolio performance drivers, exposures, and liquidity using natural language queries, transforming complex questions into contextual answers. “AI only becomes transformational when it’s reliable enough to be at the core of how businesses operate,” said Bob Pisani, Chief Technology Officer at Addepar.
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“With Addison, we’ve integrated intelligence directly into the platform and grounded it in unified, trusted data to connect front, middle, and back-office teams.” The launch advances Addepar’s broader strategy to deploy intelligent agents and human-in-the-loop workflows that streamline forecasting, reporting, and data management. Supporting over 1,400 firms managing nearly $9 trillion in assets, Addepar continues to invest heavily in R&D, positioning Addison as a central pillar in redefining intelligent, scalable investment operations.
