Addepar made Addepar Data Exchange (ADX) available to clients as an AI-ready data foundation built on Databricks, Vernon Gomes wrote on the company blog on 8 May 2026.
ADX is positioned as a governed layer to synchronise and activate investment data across portfolio systems, CRM, custodians, warehouses and business-intelligence tools. Addepar said it uses the same foundation that scaled the platform to about US$9 trillion of assets across more than 1,400 firms. Called-out use cases include feeding BI analytics, enriching CRM advisor workflows, automating reconciliation and reporting, and supporting machine-learning applications and agentic workflows on clean governed data.
The company contrasted ADX with fragmented exports and custom pipelines, arguing for a single source inside the Addepar ecosystem for reporting, analytics and automation. The product is distinct from Addison, launched in March 2026, and from Addepar's separate May 2026 agents-and-workflows update already live on AI-360.
Scale figures and AI-readiness claims are vendor assertions and have not been independently verified by AI-360.