Addepar Launches Data Exchange to Unify Wealth Information

Addepar launched its new managed data environment, Addepar Data Exchange (ADX), to help wealth management firms unify, govern, and activate data for investment workflows, analytics, and AI.
ADX allows firms to securely ingest and synchronize investment data, even from siloed data, enabling data layer consistency and permissions.
The platform supports applications like proposal generation, reconciliation, and asset allocation modeling across the organization.
ADX builds on Addepar’s investments in re-architecting data infrastructure with scalable, high-performance AI-driven workflows for managing over $9 trillion in assets.
Addepar’s partnerships with Databricks and Amazon Web Services power ADX, with AWS providing secure hosting and Databrick’s AI tooling enabling rapid innovation.
ADX integrates with Addison, Addepar’s AI experience, to enable natural language analysis for portfolio performance, exposure, and liquidity.
The technology allows Addepar’s clients to innovate rapidly and build new AI-driven solutions previously not possible.
Over 1,400 firms in 60 countries utilize Addepar’s services.