Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence.
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Celebrating our clients and partners who inspire us to elevate industry standards. Across financial institutions, our clients go above and beyond to deliver informed investment decisions and optimal outcomes for the portfolios in their care.
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How does a five-person team track over 200 alternative investment positions and grow assets under management fivefold?
For Tabono Capital, it came down to investing in the right infrastructure from day one. By building its operations around Addepar, the Singapore-based multi-family office brought together data across custodians, asset classes and currencies into a single reporting framework — scaling with a lean team.
Read the case study → bit.ly/4yVzXOy
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Alts are hard enough to manage without chasing spreadsheets, status updates and handoffs. Addepar clients can now onboard and manage alts positions directly in the platform with self-service onboarding for Alts Data Management.
Gain more control, lose operational drag — all within the Addepar platform.
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And that's a wrap on Future Proof Festival!
A huge thank you to everyone who stopped by Booth #418 — whether it was to check out our live demo, grab a coffee, matcha, or gelato, or just say hi. We loved every conversation.
Special thanks to those who joined us, eMoney Advisor and YCharts at happy hour — it was the perfect way to close out an amazing couple of days.
See you next year!
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For private capital firms, outsourcing back-office functions lets teams focus on what's most important — making good investment decisions and managing LPs. But without an enterprise-wide data strategy, firms risk falling behind as AI becomes a real competitive advantage.
Join our upcoming webinar with private market consultancy @AlphaFMC to explore how firms are rethinking outsourcing, owning their data and putting AI to work.
Register now → bit.ly/46uwSsq
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Day three at Future Proof Festival!
Addepar's head of AI @kunal_gosar is back in our booth — #418 — for a live Addepar MCP demo starting at 12:45pm.
Bonus: we'll have gelato on-site from 11am-4pm to help you beat the heat.
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We're live at Future Proof Festival, and your AI is about to learn a new language.
Swing by Booth #418 today at 12:45 pm to catch our Head of AI, @kunal_gosar, show how Addepar is bringing portfolio intelligence into @claudeai via the Addepar MCP as part of our new collaboration with @AnthropicAI.
And if you need a quick pick-me-up, we've got you covered with coffee and matcha made fresh onsite from 9am to 3pm.
See you at the beach!
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Your Claude workspace now speaks to Addepar.
Addepar MCP is now in Claude, as part of @AnthropicAI's @claudeai for Financial Advisors launch. If your team already works in Claude, you can ask real portfolio questions, a household rollup, an alternatives exposure breakdown or an upcoming capital call, and get an answer grounded in the same data, calculations and permissions already running in Addepar.
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Space is limited to a small number of firms. Request early access: info.addepar.com/addepar-mcp…
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What if the portfolio intelligence you rely on in Addepar could meet you in Claude? With the Addepar MCP, it can.
Today, we’re announcing a new collaboration with @AnthropicAI as part of @claudeai for Financial Advisors. With Addepar MCP, a new connector in Claude, Addepar clients can ask Claude complex portfolio questions in plain language and get answers grounded in our governed, total portfolio intelligence.
Ask about performance. Explore exposures. Understand capital calls and liquidity. Get answers grounded in the same portfolio context you rely on in Addepar. It’s another step toward making trusted portfolio intelligence available wherever the work happens.
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Proud to share that Addison has won the Innovation Platforms category at the 2026 Wealth Management Industry Awards.
Built natively into Addepar, Addison brings AI-powered intelligence directly into investment workflows.
Thank you to our clients for continuing to shape how we build, and to @wealth_mgmt for the recognition.
See all the winners: informaconnect.com/wealth-ma…
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What a day at the US Open!
Huge thank you to our clients and partners who joined Addepar in our suite this week for a day of great tennis, great conversation and even better company. We are grateful to F2 Strategy for sponsoring the day and making it possible.
Moments like these remind us that the best relationships aren't built on spreadsheets, rather over shared experiences, exciting matches and time well spent together. Thank you for being part of the Addepar family!
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Meet Rhys McCaig
As Principal Enterprise Architect in Addepar’s Office of the CTO, Rhys spends his time helping teams solve complex engineering problems — and making sure they have the context and tools to solve them well.
In our latest edition of Meet Addepar, Rhys talks architecture, AI, leadership and why now is such an exciting time to be building at Addepar.
Get to know Rhys → lnkd.in/70am0
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Q2 brought the largest increase in family office public equity allocations in several years, rising from 34% to 37%, while alternatives declined from 49% to 46%.
Explore the latest @CNBC Family Office Portfolio Tracker, powered by Addepar: cnbc.com/2026/08/27/family-o…
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