Addepar launches ADX to unify investment data

By Aarav Garg

Addepar has launched Addepar Data Exchange (ADX), a managed data environment designed to help investment firms unify, govern and activate data across systems, workflows and AI applications. The launch reflects growing demand across the financial services sector for infrastructure that can support large-scale data management and AI-driven operations in increasingly complex investment environments.

ADX extends Addepar’s existing data platform by enabling firms to ingest and synchronise investment data from multiple systems into a single permissioned environment. The platform is intended to help firms establish a shared data foundation while maintaining integration with existing applications and operational infrastructure.

“Our clients’ success depends on their ability to transform data into a clear strategic advantage across their business,” said Bob Pisani, CTO of Addepar. “ADX is a cornerstone of that vision, extending the foundation we’ve built at Addepar so AI can be deeply embedded across the organisation and drive operational leverage.”

The launch builds on Addepar’s broader efforts to modernise its data architecture as investment firms expand their use of analytics, automation and AI. The company said the infrastructure underpinning ADX already supports more than $9 trillion in assets across its platform and is powered by technology developed in partnership with Databricks.

By consolidating fragmented datasets, ADX is designed to support a range of operational and analytical workflows, including reconciliation, proposal generation, asset allocation modelling and market data integration. The platform also aims to provide firms with a more structured and consistent data environment for deploying AI tools across investment and advisory operations.

The launch also expands the capabilities of Addison, Addepar’s native AI interface. With access to a broader pool of unified data, the AI system is intended to generate more context-aware and traceable outputs for users. Firms will also be able to incorporate their own analytical models and business logic into workflows built on the platform.