Addepar

Addepar’s Private Fund Benchmarks are ready to enhance your benchmarking, analysis and portfolio management. Private Fund Benchmarks offer: - Detailed performance analysis - Enhanced reporting - Comprehensive risk management Read our blog to find out more --> https://bit.ly/3QRo1JG

We’re excited to announce Addepar has been named the most Innovative B2B WealthTech Solution at the WealthBriefing European Awards 2025! This award recognises our ongoing momentum in Europe, as we continue to strengthen our ecosystem and provide wealth managers with the tools they need to deliver more for their clients. https://bit.ly/4hOQASX

Addepar is featured in Private Banker International, where our Global Head of Growth & Partnerships, Peter O'Brien, discusses how we bring clarity and connection to the global investment ecosystem. In this Q&A, Peter shares insights on how Addepar supports investment professionals managing complex portfolios, drives innovation in close collaboration with clients, and scales to meet global demand. Read the full interview here: https://bit.ly/4253Gp7

Private market AUM is projected to grow to $65 trillion by 2032. How are you planning to tackle alts data challenges? Join our webinar on April 10 to learn how to master this fast-growing market with Addepar’s solutions for alternative investment data. We’ll discuss how they can help you: - Streamline alts data collection to gather insights faster - Compare and evaluate investment managers and benchmark fund performance - Forecast cash flows and enhance your pacing models Register now to save your spot: https://bit.ly/4iI5Cey

Addepar is featured in a case study with Databricks that showcases how we’ve built a high-performance data platform to support our growth at scale. By leveraging Databricks’ powerful solutions, we’ve streamlined workflows, accelerated innovation, and enhanced the speed and quality of insights — ultimately delivering even greater value to our clients. Read more about our cutting-edge collaboration here: https://bit.ly/4l5PYLG

Meet Kendall Preusch, a leader in client management setting new standards in client advocacy. She’s building the next generation of Account Managers here at Addepar, and empowering her team to deliver solutions clients need to succeed. Read more: https://bit.ly/425LRXk

Join us in Panama City on April 2 at 3:00 pm ET for our upcoming reception. You’ll have the chance to hear from Addepar experts, network with peers and share in the latest information and insights. Space is limited, so register today → https://bit.ly/41CEI0l

Addepar sponsored?Future Proof?earlier this week and valued the opportunity to connect with forward-thinking wealth management professionals. Thank you for bringing together RIAs, family offices and industry leaders for an impactful event!

Following our recent recognition as the Overall US WealthTech Provider in the WealthTech Americas Awards, Janeen A. France sat down with Acclaim Magazine to discuss how Addepar is redefining wealth management. Our clients and our people are at the heart of everything we do, driving meaningful outcomes in a constantly evolving global financial landscape. Read more → https://bit.ly/4kY48OS

Our sponsorship of Barron's Advisor Independent Summit provided some great insights into what RIAs and independent advisors are talking about now – from trends shaping M&A activity, to attracting and retaining talent. It was also a great opportunity to come together and connect with our valued clients! Kelly Brennan Patti Brennan, CFP