Addepar launched Addison, a native AI experience embedded in its wealth and investment platform for investment professionals, according to a company release on PR Newswire dated 3 March 2026.
Addison is framed as opt-in natural-language analysis of portfolio context — performance drivers, exposures and liquidity — with permission-aware access and traceable outputs grounded in real portfolio data. The roadmap called out proactive insight delivery with market-aware context and cited sources, plus human-in-the-loop agentic workflows for data remediation, analytics, forecasting and reporting. The release said Addison builds on existing AI surfaces including Alts Data Management, which combines machine learning with human verification for private-markets data, and Intelligent Statements, which turns unstructured statements into review-ready files.
Addepar restated scale of more than 1,400 firms across nearly 60 countries managing or advising on nearly US$9 trillion on the platform. The launch is distinct from Addepar's later May 2026 agents, data and workflows update already covered live on AI-360.
Platform scale and AI capability claims are company statements and have not been independently verified by AI-360.