Head of Product and Solutions Marketing

Addepar Expands European Presence with New Office in Warsaw TMCnet News [September 22, 2026] | / | Addepar Expands European Presence with New Office in Warsaw WARSAW, Poland, Sept. 22, 2026 (GLOBE NEWSWIRE) - Addepar, the global data and AI platform serving investment professionals, today opens its 10th global office in Warsaw, Poland, deepening its investment across Europe. The new office will support global R&D, client services and operations, with a focus on AI product development, infrastructure and continued regional growth. The expansion gives the company access to Poland's deep technology talent pool as it continues to scale its platform and services for investment firms across Europe and the Middle East. The Warsaw office will also enable Addepar to directly manage its Swiss-hosted operations from within the EU, giving clients greater flexibility over where their data is hosted and helping the company stay ahead of evolving data residency requirements across the region. Warsaw becomes Addepar's fourth European office, alongside London, Edinburgh and Geneva, complementing an established presence in Dubai. Addepar also recently expanded into its third London office, further growing its footprin in the region. With the opening, Addepar will employ nearly 300 people across the region and plans to continue hiring for roles across its people, sales, finance, legal, IT and software development teams. Globally, the company serves more than 1,500 firms representing nearly $10 trillion in assets on its platform, while its client base across EMEA has grown 6x in the past four years. "Europe is a critical growth market for Addepar and we're investing for the opportunity ahead," said Peter O'Brien, Chief Revenue Officer, Addepar. "Investment portfolios are becoming more global and complex, while expectations for data, technology and AI continue to rise. Our job is to stay ahead of that complexity. We're building the technology, infrastructure and local expertise to meet clients where they are, help them move faster and ultimately drive better investment outcomes." The Warsaw expansion reflects Addepar's continued focus on scaling its technology, talent and AI capabilities globally. Addepar invests more than $150 million annually in R&D to advance its data, AI and platform solutions, helping investment firms move beyond legacy systems and put increasingly complex data to work across their investment and client workflows. 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 1,500 firms in 60 countries use Addepar to manage and advise on nearly $10 trillion in assets. Its open platform integrates with 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, São Paulo, London, Edinburgh, Geneva, Warsaw, Dubai, Pune and Singapore. Contact info: Sarah Pugsley [email protected] [ Back To TMCnet.com's Homepage] |

Portfolio reviews, client meeting prep: Anthropic launches Claude tool for financial advisers. Rival OpenAI already has a version of ChatGPT that targets investment bankers and equity researchers Published Tue, Sep 15, 2026 · 01:32 PM * Anthropic's new offering connects Claude with data and software from firms including Envestnet, iCapital, Orion, Wealthbox, Wealth.com and Zocks. PHOTO: REUTERS ARTIFICIAL intelligence lab Anthropic on Monday (Sep 14) launched a set of tools for financial advisers, connecting its Claude chatbot to investment analytics and wealth-management software from firms including BlackRock, Charles Schwab and Addepar. The product, called Claude for Financial Advisors, is designed to help financial services firms prepare for client meetings, review portfolios and handle follow-up work. The launch comes after rival OpenAI on Sep 10 introduced a version of ChatGPT for the industry, targeting investment bankers and equity researchers with tools for financial research, modelling and client materials. It also builds on Anthropic's broader push into financial services, where it has developed tools based on its AI model Claude for tasks including investment research, portfolio analysis, financial modelling and preparing client materials. Anthropic's new offering connects Claude with data and software from firms including Envestnet, iCapital, Orion, Wealthbox, Wealth.com and Zocks. The announcement comes as the pace and cost of AI development faces growing scrutiny, with industry leaders increasingly questioning whether spending can be sustained and how quickly the technology should advance amid mounting fears of misuse. REUTERS Share with us your feedback on BT's products and services

Envestnet makes $35M 'surge' investment in Tamarac. September 4, 2026 - FA Staff Fintech firm Envestnet said today that it was making a $35 million "surge" investment in Tamarac, the wealth management platform for RIAs, more than doubling its previous investment in the technology. Envestment said the investment is meant to put AI more directly into advisor workflows. The firm said the investment is part of its five-year plan to devote $1 billion to research and development. In addition to Tamarac, Envestnet operates the largest advisor platform for separately managed accounts (SMAs) and MoneyGuide Pro, one of the largest financial planning programs. All in all, it has more than 100,000 advisors using its various platforms and programs, providing it with a wealth of data to build AI appilcations that few other fintech companies possess. The investment in Tamarac is necessary partly because Envestnet's leading competitors in the portfolio management space - SS&C Black Diamond, Orion and Addepar - are also in the midst of major AI-driven upgrades. Envestnet said that the time advisors are spending moving back and forth between systems and reconciling data (and making sure its accurate) is costing them time and money and that the problem is being exacerbated by the great wealth transfer set to occur. "According to Cerulli, an estimated $124 trillion in wealth is projected to change hands by 2048, landing on systems built for a different generation's accounts," Envestnet said in a press release. "And within existing books, complexity is compounding: more held-away assets, more alternatives, more tax nuance. Most advisory technology was built for one point on that spectrum. Ask it to stretch, and it can either break or demand heroic manual effort. "Envestnet's Adaptive WealthTech platform serves an advisor's business, who are serving more households, supporting more sophisticated client relationships, managing more held-away assets, incorporating more alternative investments, and navigating more tax, planning, and tackling more extensive reporting needs." As part of the effort to update Tamarac, Envestnet said it is introducing "Report Studio," a drag-and-drop reporting tool that helps advisors maintain more control over client reporting. "Report Studio replaces a legacy experience in which holdings and performance data often lived in separate reports, configurations varied by report type, and setup could require navigating dense settings menus without visual feedback. In its place, Report Studio gives advisors drag-and-drop control over tables, charts, and KPI modules on the page, built on a more unified reporting foundation. No exports. No manual rebuilds. No last-minute scramble before a client meeting," Envestnet said.