Addepar, a global data and AI platform for investment professionals, has announced the launch of Addepar Data Exchange (ADX). This managed data environment is built directly into the Addepar platform, allowing firms to unify, govern, and activate their information at scale. By synchronizing investment data across complex, multi-system environments, ADX provides a consistent, permissioned layer that serves as a shared source of truth. This high-quality data foundation is specifically engineered to power investment workflows, advanced analytics, and the deep integration of AI across financial organizations.
Unified Data Environment: ADX securely ingests and synchronizes data across multi-system environments into a single, permissioned layer.
Shared Source of Truth: Firms can operate from a consistent data foundation while integrating seamlessly with existing applications.
Databricks Foundation: Built on a re-architected infrastructure using Databricks to support scale and AI-driven workflows for over $9 trillion in assets.
AI Readiness: Provides the high-quality, structured data foundation required for AI to operate effectively across an organization.
Enhanced AI Experience: Expands the capabilities of Addison, Addepar’s native AI, by providing broader, context-rich, and traceable outputs.
Customizable Workflows: Enables firms to extend AI agents with their own analytical models and logic for tailored, agentic workflows.
ADX is the result of a multi-year investment in re-architecting Addepar's data infrastructure to handle the complexity and performance demands of modern finance. By extending this internal foundation to clients, Addepar allows firms to bypass the need to build and maintain their own complex data infrastructure. This architectural shift ensures that previously siloed information is transformed into a connected, dynamic asset that supports critical applications like proposal generation, asset allocation modeling, and reconciliation.
"Our clients' success depends on their ability to transform data into a clear strategic advantage across their business," said Bob Pisani, CTO of Addepar. "ADX is a cornerstone of that vision, extending the foundation we've built at Addepar so AI can be deeply embedded across the organization and drive operational leverage."
The launch of ADX significantly enhances Addison, Addepar’s generative AI experience. With access to a broader and more unified dataset, Addison can deliver more contextually relevant insights grounded in a complete view of a firm's business. Furthermore, ADX allows firms to operationalize their own proprietary models, creating a vertically integrated environment where data governance and AI activation define how a firm competes in a data-driven market.
As firms look to move beyond fragmented workflows, the ability to bring data together in a consistent foundation becomes essential. ADX delivers a purpose-built environment designed specifically for the unique complexities of financial workflows, ensuring that AI-driven insights are both accurate and actionable across the entire enterprise.
About Addepar
Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market, and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows. More than 1,400 firms in 60 countries use Addepar to manage and advise on $9 trillion in assets. Its open platform integrates with nearly 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and levels of complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva, São Paulo and Singapore.
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