Addepar, a global data and AI platform for investment professionals, has launched Addepar Data Exchange (ADX), a managed data environment designed to help firms unify, govern and activate investment data across workflows, analytics and AI applications at scale.
ADX allows firms to securely consolidate investment data across multi-system environments, creating a consistent, permissioned layer that serves as a shared source of truth. The environment is designed to integrate with existing infrastructure.
The product builds on Addepar’s multi-year effort to overhaul its data infrastructure, which currently supports more than $9tn in assets on its platform. Developed using Databricks, the underlying architecture has previously powered Addepar’s internal operations and is now being made available to clients through ADX to help reduce time to value.
By consolidating previously siloed information into a connected, dynamic data layer, ADX is intended to support more sophisticated use cases including proposal generation, reconciliation, asset allocation modelling and market data integrations. The company positions it as a foundational requirement for deploying AI effectively across financial operations.
ADX also expands the capabilities of Addison, Addepar’s native AI product. With access to a wider, unified dataset, Addison can deliver outputs that are richer in context and more traceable, while also allowing firms to incorporate their own analytical models and logic to build tailored, agentic workflows.
Addepar is a global data and AI platform serving more than 1,400 firms across 60 countries, helping investment professionals turn complex financial data into actionable intelligence. Its platform integrates with nearly 650 software, data and consulting partners and supports end-to-end investment operations across organisations of varying size and complexity.
Addepar chief technology officer Bob Pisani said, “Our clients’ success depends on their ability to transform data into a clear strategic advantage across their business. ADX is a cornerstone of that vision, extending the foundation we’ve built at Addepar so AI can be deeply embedded across the organization and drive operational leverage.”
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