Portfolio Data Consultant

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.

Addepar appoints Peter O'Brien as Chief Revenue Officer and Janeen France as the company's first Chief Client Officer. News provided by. Share this article. New leadership strengthens customer focus and promotes global growth of Addepar NEW YORK, November 19, 2025 /PRNewswire/ - Addepar, the global technology and data platform for investment professionals, today announced the appointment of two long-standing internal leaders. Peter O'Brien has been appointed as Chief Revenue Officer and Janeen France as the company's first Chief Client Officer, further advancing Addepar's commitment to customers and partners in a rapidly growing global business. As Chief Revenue Officer, O'Brien will lead Addepar's global revenue organization, which includes sales, marketing, partnerships, and market development, to drive the next phase of the company's growth. Building on his leadership role in Addepar's global expansion, he will focus on deepening market penetration, strengthening strategic alliances, and expanding access to the Addepar platform for investment professionals worldwide. Based in Europe, O'Brien will be Addepar's first C-suite manager in this region - a significant milestone that underscores the company's long-term commitment to its customers worldwide. Addepar continues to grow to meet increasing demand in over 55 countries. Since joining Addepar in New York in 2014, O'Brien has built and led several business areas that have become key drivers of Addepar's success. Most recently, he served as Global Head of Growth and Partnerships. As a former investment banker at Citi, where he advised on IPOs, mergers and acquisitions, and restructurings, O'Brien brings deep financial expertise, strategic foresight, and a global perspective that will continue to shape Addepar's long-term development. As Addepar's first Chief Client Officer, France will lead the global customer strategy and oversee all customer-focused functions to ensure a differentiated and value-oriented customer journey. She is responsible for translating Addepar's leading technology and data platform into measurable, scalable customer benefits by building deeper relationships characterized by a culture of service excellence. In her nearly six years at Addepar, Ms. France has been instrumental in developing the company's customer-centric operating model and has consistently advocated for customer interests and a premier customer experience. Most recently, as Senior Vice President, Head of Go-To-Market Strategy & Operations, she helped accelerate business growth and standardize Addepar's approach to serve over 1,300 companies worldwide. In this role, she aligned products, services, and strategies to achieve exceptional outcomes. Previously, Janeen built and led Addepar's global customer management and success teams during a critical phase of the company's growth. Before joining Addepar, France held leadership positions at HighTower Advisors and J.P. Morgan Private Bank, where she built and expanded customer-centric organizations based on trust, insights, and measurable results. She has deep knowledge in the financial services sector and a proven ability to translate customer feedback into strategic advantages, ensuring that Addepar continues to set the standard for excellence in partnership and experience. "Peter and Janeen have both played pivotal roles in making Addepar the industry-leading platform it is today," said Eric Poirier, Chief Executive Officer of Addepar. "They embody the leadership and vision driving our next growth phase - deepening partnerships and continuously delivering data, technology, and insights that empower businesses to confidently navigate complex challenges." Peter O'Brien commented: "Addepar has gained strong momentum this year by expanding into key markets and opening new offices in Switzerland and the United Arab Emirates. We remain focused on scaling precisely to ensure our growth aligns with our customers' priorities, regional opportunities, and our long-term vision. It is an honor to help expand Addepar's reach and impact by providing unparalleled value to investment professionals worldwide." "Our customers are at the center of everything we do," stated Janeen France. "By listening attentively to our customers and working closely with them, we can set them up for success from the first interaction. Beyond providing a positive and optimized experience, our goal is to help our customers work more efficiently, gain deeper insights, and achieve meaningful results. My focus is on ensuring that every innovation we deliver provides real, measurable value for the businesses and clients who rely on us." These appointments underscore Addepar's ongoing commitment to excellence, innovation, and customer success - enabling investment professionals to handle complex matters clearly and confidently. About Addepar Addepar is a global technology and data company that helps investment specialists provide the most informed and precise advice to their clients. Hundreds of thousands of users have trusted Addepar over the past decade to enable smarter investment decisions and better advice. With customers in over 55 countries, Addepar's platform aggregates portfolio, market, and client data for assets worth over $8 trillion. Addepar's open platform integrates with more than 100 software, data, and service partners to provide a complete solution for a wide range of businesses and use cases. Addepar operates on a global, flexible work model with offices in New York City, Salt Lake City, Chicago, London, Edinburgh, Pune, Dubai, and Geneva. 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