Core Insights - Addepar has launched Addison, an AI experience integrated into its investment platform, allowing advisory firms to analyze portfolio data through natural language queries [1][2] Group 1: AI Development and Features - Addison is built on Addepar's unified data foundation, providing permission-aware access and traceable outputs based on portfolio data [2] - The AI was developed from research aimed at creating a proprietary large language model trained on Addepar's extensive data [3] - Existing AI capabilities include Alts Data Management for private markets data extraction and Intelligent Statements for unstructured financial statements [3] Group 2: Strategic Goals and Future Developments - The platform serves firms in nearly 60 countries and aligns with Addepar's strategy to integrate native AI across investment workflows [4] - Future capabilities will include proactive insights with market context and agentic workflows for data operations and client management [4] - In May 2025, Addepar acquired Arcus, a tech startup focused on AI workflows, which has been integrated into its technology [4] Group 3: Company Operations and Financials - Addepar supports over 1,400 firms managing nearly $9 trillion in assets and invests more than $100 million annually in research and development [6] - The company launched new toolsets in February 2025, including Alts Data Management and cash flow forecasts, and introduced its own trading platform in late 2024 [5]