Addepar Unveils AI Agents and Data Tools at AddeConf26

At its annual conference, Addepar introduced new AI agents, data connectivity features, workflow automation capabilities, and enhancements to its Addison platform. These updates aim to improve efficiency in managing $9 trillion across more than 1,400 firms globally.

By Davis Janowski Fri, May 22, 2026 at 5:27 PM GMT+3 4 min read · Yahoo Finance ·

Addepar Unveils AI Agents and Data Tools at AddeConf26

Topics: AI automation data tools wealth management

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