Addepar said in May 2026 that it was expanding AI agents alongside richer alternatives and private-markets data, visualisations and partner integrations for investment professionals.
Details were published in Addepar's announcement.
The company framed the update as building on Addison, its native AI experience, and on Addepar Data Exchange (ADX) as parts of an AI and data stack for investment workflows.
Addepar said the combination is intended to help firms work with more complex portfolio data while keeping analysis grounded in permissions and existing Addepar data.
The May 2026 wire should be read as distinct from the earlier Addison launch card; it describes a broader agents, data and workflow push rather than the initial Addison product unveiling alone.
Commercial terms, customer counts for the new capabilities and independent performance claims were not detailed beyond Addepar’s own framing in the announcement.