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Addepar Pushes Further Into AI With "Addison"
Tom Burroughes
3 March 2026
Addepar, a New York-headquartered global technology and data platform for investment professionals, announced today that it is launching “Addison,” an AI experience that is embedded in the firm’s platform. The move is an example of artificial intelligence in various forms continuing to affect wealth management and associated sectors. For RIAs and multi-family offices, for example, Addison helps advisors quickly surface deeper insights to help them perform their roles efficiently, write reports and prepare for client meetings, Bob Pisani, chief technology officer, told Family Wealth Report in a call. Using natural language, firms that use Addison can quickly analyze key portfolio information including performance drivers, exposures and liquidity to turn complex questions into clear, contextual answers, the firm said. The move is part of Addepar's evolution. Already, it supports more than 1,400 firms across nearly 60 countries, managing and advising nearly $9 trillion in assets on the platform. Addison’s release adds to existing Addepar AI capabilities including Alts Data Management, which applies machine learning and human verification to extract and normalize private markets data, and intelligent statements, which transforms unstructured financial statements into review-ready files. Addison is designed to deepen clients' engagement with the Addepar platform, Pisani told FWR. “Addison is designed to amplify the human expertise that advisors bring to their clients. We enable you – the advisor – to spend more time with a client. It gives them operating leverage.” “It means you have the ability to put questions to the platform conversationally and have an answer at your fingertips,” Pisani added. Among recent developments, in November Addepar appointed Peter O’Brien as chief revenue officer and Janeen France as the company’s first chief client officer. In December 2025, this news service interviewed Addepar’s CEO, Eric Poirier, on its strategy. In May, the firm closed its $230 million Series G investment round.
What makes it valuable to the industry is that the Addepar platform has been building workflow intelligence, trust and accuracy in its data foundation over many years. Addison leverages all of that and everything is backed up by the core Addepar platform.
The new offering frees up advisors to focus on new and existing clients, he continued. “There’s only so much time that advisors have to devote to research.”