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About Addepar

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Addepar Unveils Addison, a Native AI Experience Built to Deliver Actionable Intelligence Across Investment Workflows

March 4 2026

Addepar, a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence, today announced the launch of Addison, its new native AI experience embedded within the platform. The release marks a pivotal step in Addepar’s strategy to deploy native AI, intelligent agents, and intuitive workflows across the investment lifecycle, enabling clients to achieve new levels of operating leverage and deliver more consistent, trusted outcomes at scale.

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 Addepar opens new office in Geneva, strengthening its European presence and expanding support for investment professionals under the leadership of Peter O’Brien.

Addepar's Global Expansion Accelerates with New Switzerland Office

October 1 2025

Addepar announced the opening of its new office in Switzerland marking its latest step in their mission to connect the global investment ecosystem

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HSBC UK Private Banking Partners With Addepar to Provide Brand-New Client Reporting Experience

June 3 2025

HSBC UK Private Banking is the first major UK bank to adopt Addepar's leading software platform designed specifically for wealth managers

Addepar often associated with:

Peter O’Brien

Peter O’Brien
Eric Poirier

Eric Poirier