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Addepar provides data-driven investment management software for investment professionals around the world. Its platform collects and analyzes financial data to give a complete view of client portfolios, enabling users to align portfolios with targets, model asset allocations, and test hypothetical performance under different scenarios. It also supports illiquid assets, helping users evaluate how hard-to-sell investments affect overall risk and return. The system includes billing and fee management features to deliver transparency on costs. Addepar differentiates itself through its strong focus on data aggregation and analysis, portfolio-wide insights, and tools for tracking complex asset mixes, all delivered via a subscription model used by asset managers, financial advisors, and family offices. The company's goal is to help investment professionals optimize clients' financial goals, objectives, and cash-flow needs in a global market.
About Addepar
Industries
Data & Analytics
Enterprise Software
Fintech
Financial Services
Company Size
1,001-5,000
Company Stage
Series G
Total Funding
$902.8M
Headquarters
New York City, New York
Founded
2009
Your Connections
People at Addepar who can refer or advise you
Simplify's Take
What believers are saying
- Private-markets forecasting improves alternatives planning with Oxford Economics integration.
- Singapore expansion strengthens APAC coverage after 130% regional client growth.
- LGT Wealth Management UK adoption validates enterprise demand for complex portfolios.
What critics are saying
- BlackRock Aladdin and Envestnet can bundle broader operating systems.
- A visible AI error can trigger distrust and slower regulated deployments.
- Integration failures can break data lineage and undermine single-source reporting.
What makes Addepar unique
- Addepar unifies portfolio, market, and client data across 1,400+ firms.
- Its platform manages over $9 trillion across 60+ countries.
- Addison and ADX embed AI and data orchestration into workflows.
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Funding
Total Funding
$902.8M
Above
Industry Average
Funded Over
9 Rounds
Benefits
Equity: Stretch the idea of ownership beyond your day-to-day and take pride in being an owner in the growth of Addepar
Global Hybrid Workforce: Whether you work remotely or on-site, you’ll have the opportunity to build and collaborate with colleagues around the world
Flexible Time Off: Spend time traveling, celebrating with friends and family or relax on your schedule
Benefits Packages: Competitive medical, dental and vision benefits along with a monthly wellness allowance to keep you healthy and happy
Learning & Development Allowance: Your continued growth and development are important to us
Dynamic Team: Strong investment in the best talent at the intersection of technology and finance
Growth & Insights and Company News
6 month growth
↑ 1%1 year growth
↑ 2%2 year growth
↑ 1%The gold standard for alternatives forecasting: Addepar and Oxford Economics. Rajiv Sharma Senior Director of Product, Addepar Published on June 10, 2026 Managing alternatives has never been straightforward. Private assets are illiquid and can be complex to model, responding to macro conditions in ways that are hard to anticipate and demanding planning that most forecasting tools are not equipped to support. They can also be hard to exit quickly - so when interest rates spike or geopolitical shocks arrive, the quality and responsiveness of economic forecasting matters enormously. The continued rise of alternatives is, of course, impossible to ignore. According to JP Morgan's Alternative Investments Outlook 2026, private markets have grown rapidly over the past decade, with assets under management now exceeding $20 trillion globally.[1] Given ongoing market volatility and an investment landscape facing sudden shifts due to geopolitics and AI advancements, investment management firms can no longer rely on more traditional forecasting approaches. Most firms managing portfolios with alternatives allocations already leverage capital market assumptions. The question is: are they current, independent, and rigorous enough to be relied upon? During a recent webinar, Addepar and Oxford Economics - one of the world's leading independent economic forecasting firms founded in 1981 in partnership with Oxford University - explored what institutional-grade macro forecasting looks like as a result of its recent integration, and how it can benefit alternatives strategy and planning. Independent assumptions produce better analysis. Capital market assumptions (CMAs) are only as useful as they are credible. But, there is a structural tension in how most capital market assumptions are produced. Typically, providers are asset managers themselves, and when the company producing assumptions also manages capital, forecasts may be subject to bias - which can be problematic for quality analysis and effective alternatives strategy. Addepar partnered with Oxford Economics because the company operates outside that structure. "Contrary to other providers of CMAs, Oxford Economics does not have any trading exposure or other institutional bias," says Alessandro Theiss, the firm's Director of Financial Modelling and Scenarios. "Instead, our focus purely reflects our modelling and expert analysis of the economic outlook and developments in financial markets. At the heart of the company is our proprietary Global Economic Model. It's the most comprehensive macro-financial model of its kind, and within that same model, we develop the economic outlook for all countries, ensuring an elevated consistency of the projections." For EMEA wealth managers, this matters in practice. Integrating with an independent company avoids problematic bias so users can more confidently leverage assumptions for strategic total portfolio decision-making. The integration also allows users to compare their forecasts directly against Oxford Economics. "It allows users to compare house views to Oxford Economics' neutral baseline," says Rajiv Sharma, Senior Director of Product, Addepar. "This strengthens investment committee oversight, governance, and documentation." Most CMAs aren't keeping pace with a fast-moving world. The problem with many CMAs is not just bias, but latency. In a stable macro environment, when allocations were more traditional, quarterly or annual updates were sufficient. But for alternatives-heavy portfolios facing a volatile market, regular updates to assumptions is hugely advantageous. Oxford Economics updates its global forecast bi-monthly. The company also reacts to geopolitical shocks or significant market events to ensure the most up-to-date CMAs where possible. For example, when conflict escalated in Iran in early 2026, Oxford Economics published updated forecasts for all 85 countries and asset markets it tracks within ten days of the first strikes, applying changes to the model and tracing cross-country transmissions through to inflation, growth, and asset returns. Within Addepar Navigator, where the Oxford Economics integration lives on the platform, those updates flow through automatically. "Historically, clients had to create and update their own CMAs as market conditions changed," says Casey Robinson, Senior Navigator Product Specialist, Addepar. "Leveraging Oxford Economics allows those updates to flow through automatically, reflecting current market conditions without manual intervention." Modelling the full complexity of an alternatives portfolio. As alternatives span a wide range of asset classes, including private equity, real assets, hedge funds, fixed income, and commodities, nuanced and granular modelling is vital. A model that lacks the necessary depth will produce assumptions that are incomplete at best and misleading at worst. Oxford Economics' Global Economic Model spans granular asset price models across government and corporate bonds, equities, exchange rates, commercial real estate, commodities, and hedge funds. And, the data underpinning it is also increasingly proprietary, which is beneficial for asset classes where data quality is an issue. "Developing proprietary data sets is a big focus," says Theiss. "Many data providers have curtailed access, driving us to more holistically own the data we project." For the corporate bond return model, Oxford Economics built regional-specific returns from bottom-up aggregation of individual bonds, giving full oversight into which bonds are included and the ability to clean data for outliers. The result is assumptions that are granular enough to reflect the complexity of a modern alternatives portfolio. AI as powerful tool, but not a replacement. The question of how AI fits into economic forecasting is one the industry is still exploring. With the promise of faster processing, broader data coverage, and more dynamic modelling, AI could transform forecasting. For alternatives managers dealing with complex, multi-asset portfolios across multiple geographies, technology that makes rigorous scenario analysis faster and more accessible has obvious appeal. But there are definite risks and limitations, particularly relating to trust, accuracy, and transparency. Oxford Economics is investing heavily in AI, without shying away from its current limitations. "We are developing an AI-driven interaction with our Global Economic Model based on client feedback," says Theiss. "This will allow users to spell out a scenario narrative, which the AI translates into specific model assumptions." The technology lets managers stress-test complex, real-world scenarios in plain language, without needing to manually input assumptions, making the modelling process faster and more accessible. But Theiss is measured about how far that goes. "Forecasting is as much an art as it is a science," he says. "We are still some way off from a fully AI-generated process, as you can't easily codify the expertise of more than 400 economists with deep knowledge of specific countries and sectors." For alternatives managers, it's a useful corrective: the model is a powerful tool, but expert human judgement remains at the centre of it. Find out more about the role of human oversight in fintech AI in its recent blog: Humans in the loop: Why human oversight still matters in AI. As alternatives continue to command a greater share of institutional portfolios, the quality of the assumptions underpinning them matters more than ever. Independent, frequently updated, and built for complexity, the Oxford Economics integration within Addepar Navigator gives investment teams the rigorous foundation they need to plan with confidence. Reference: * Alternative Investments Outlook 2026, J.P Morgan Asset Management, 2026.
Addepar, a global data and AI platform for investment professionals, has opened a Singapore office, establishing it as its Asia-Pacific hub. The facility, located at Marina Bay Financial Centre, will house research and development and go-to-market teams to support regional expansion. The company's APAC client base has grown over 130% in the past two years since entering the region in 2019. EDBI, the investment arm of SG Growth Capital, participated in Addepar's 2025 Series G financing round, supporting the expansion. Addepar serves more than 1,400 firms across approximately 60 countries, managing US$9 trillion in assets. The Singapore hub will support clients across North America, Latin America, Europe, the Middle East and Asia-Pacific.
LGT Wealth Management UK partners with Addepar to support client service and data-driven insights. 25 Mar, 2026, 09:00 GMT Deployment across the UK business supports tailored client service and front-office delivery. LONDON, March 25, 2026 /PRNewswire/ - LGT Wealth Management UK has selected Addepar, a global data and AI platform, to support its front-office and client service teams, underscoring its commitment to responsible, long-term wealth management across the UK. Addepar will provide LGT Wealth Management UK with a flexible, integrated data foundation that supports clear, tailored client reporting and a consistently high standard of personalised service. Designed to integrate with LGT's existing systems and workflows, the platform enables the firm to enhance how it delivers services and better support evolving client needs as portfolios grow in scope and complexity, including multi-currency holdings, cross-border investments and exposure to private markets. Through the adoption of Addepar, LGT Wealth Management UK is equipping its front office with enhanced tools designed to support meaningful client conversations and informed decision-making. Wealth managers are able to draw on an enhanced consolidated, client-ready view of portfolios across asset classes, enabling transparent discussion around performance, risk and long-term objectives. "Our decision to work with Addepar reflects our ongoing investment in technology," said John Jopp, Head of Front Office at LGT Wealth Management UK. "As client needs and portfolios become more complex, access to Addepar's best-in-class platform will help us continue to deliver clear insight and maintain a consistently high standard of personalised service." "LGT Wealth Management UK has a strong reputation for client service and long-term stewardship," said Peter O'Brien, Chief Revenue Officer at Addepar. "We are pleased to support LGT's continued investment in the tools and expertise that underpin high quality advice, enabling wealth managers to utilise the data they desire to deliver clear, personalised insight and grow trusted client relationships." As wealth managers prioritise data-driven platforms that support client engagement and front-office delivery, LGT Wealth Management UK's selection of Addepar reinforces its position as a leading platform across the UK and EMEA. The platform supports more than 1,400 firms in nearly 60 countries, powering end-to-end investment management workflows across nearly $9 trillion in assets. 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 complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva and São Paulo. About LGT Wealth Management LGT is a leading international private banking and asset management group that has been fully controlled by the Liechtenstein Princely Family for over 90 years. As of 30 June 2025, LGT managed assets of CHF 359.6 billion (USD 451.6 billion) for wealthy private individuals and institutional clients. LGT employs over 6000 people who work out of more than 30 locations in Europe, Asia, the Americas, Australia and the Middle East.
Addepar, a global investment data platform, has launched Addison, a native AI experience embedded within its platform. The AI tool helps investment professionals analyse portfolio information including performance drivers, exposures and liquidity using natural language queries. Built on Addepar's unified data foundation, Addison offers permission-aware access and traceable outputs. The company plans to expand capabilities to include proactive insights with market context and automated workflows for data operations and client management. Addepar supports over 1,400 firms across nearly 60 countries, managing nearly $9 trillion in assets. The company invests over $150 million annually in research and development. The launch follows existing AI features including Alts Data Management for private markets data and Intelligent Statements for financial document processing.
Addepar launches Addison AI for natural language portfolio analysis. The wealth tech firm launches Addison to help advisory firms analyze investment data through conversational queries on its platform. Davis Janowski, Senior Technology Editor, Wealth Management March 3, 2026 Addepar, the wealth management, analytics and alternatives aggregation platform provider, has officially launched Addison, a native AI experience embedded within its investment platform, enabling advisory firms to analyze portfolio data using natural language queries. Addepar, which has years of experience with artificial intelligence, starting with machine learning and natural language processing, has built Addison on its unified data foundation and aims to provide permission-aware access with traceable outputs grounded in data derived from portfolio data and context. According to the company, investment professionals can use natural language to quickly analyze portfolio information, including performance drivers, exposures and liquidity. What has become Addison was developed through research aimed at creating a proprietary large language model that could be trained securely on Addepar's many years of data. It received its current name in August 2024. Addison adds to existing AI capabilities, including Alts Data Management for private markets data extraction and Intelligent Statements for transforming unstructured financial statements. The platform serves firms in nearly 60 countries and aligns with Addepar's strategy to deploy native AI and intelligent agents across investment workflows. Future capabilities will include proactive insight delivery with market context and agentic workflows for data operations and client management. In May 2025, Addepar acquired Arcus, a small tech startup specializing in building out AI workflows, which it has since integrated into its current technology. "AI only becomes transformational when it's trusted enough to sit at the center of how firms operate," Bob Pisani, chief technology officer at Addepar, said in a statement. "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." In February 2025, Addepar launched several new toolsets and features, including Alts Data Management, Private Fund Benchmarks and cash flow forecasts within its Navigator, its portfolio projection tool. In late 2024, the company launched its own trading platform, spelling the end of life for the AdvisorPeak rebalancing technology it had acquired in 2021. Addepar, which supports more than 1,400 firms managing nearly $9 trillion in assets, itself invests more than $100 million annually on research and development. The company raised a $230 million Series G funding round in 2025, bringing the company's valuation to $3.25 billion. Since its launch in 2010, Addepar has grown its client base to more than 1,400 wealth management firms managing nearly $9 trillion in platform client assets, and has done so through a mix of organic in-house development and strategic acquisitions. Senior Technology Editor, Wealth Management Davis Janowski is a New York-based technology journalist whose work spans consumer, business and the FinTech sectors. Prior to his six years with WM, Janowski worked for Forrester Research as an analyst covering Digital Wealth Management. In edition, he has worked for two FinTech startups, Wealthfront and New York-based FeeX, Inc. (now Pontera). His work covering the advisor tech space began in 2007 when he joined InvestmentNews as the advisor industry's first dedicated technology reporter. His start in tech journalism began as an editor with PC Magazine in 1999 where he later served as an analyst and reviewer. His work has appeared in The New York Times, Wealth Management., Financial Planning, RIABiz, InvestmentNews, PC Magazine, numerous blogs and several books, including Technology Tools for Today's High Margin Practice. He has also been a speaker and moderator at numerous industry conferences. Outside his day-to-day he is a senior guide for Manhattan Kayak Company in New York City.
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About Addepar
Industries
Data & Analytics
Enterprise Software
Fintech
Financial Services
Company Size
1,001-5,000
Company Stage
Series G
Total Funding
$902.8M
Headquarters
New York City, New York
Founded
2009
Addepar is Hiring for 105 Jobs on Simplify!
Find jobs on Simplify and start your career today