Addepar: Wealthtech Addepar Remains Focused on Alternative Investments Workflows, Leveraging AI for Wealth Management

Addepar, a wealth management technology platform, is charging into 2025 with several key updates that aim to enhance efficiency, improve insights, and strengthen client relationships for investment professionals. From leveraging artificial intelligence (AI) to streamlining alternative investment workflows, the company's updates reveal a sharp focus on building a faster, smarter ecosystem. These developments underscore Addepar's ongoing commitment to empowering its 1,000+ client firms managing over $6 trillion in assets. The company outlines its 2025 roadmap,