Addepar

@Addepar

Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence.

NYC-SLC-UK-São Paulo

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Addepar
@Addepar
Feb 3, 2023
Celebrating our clients and partners who inspire us to elevate industry standards. Across financial institutions, our clients go above and beyond to deliver informed investment decisions and optimal outcomes for the portfolios in their care.
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Addepar
@Addepar
1h
Day three at Future Proof Festival! Addepar's head of AI @kunal_gosar is back in our booth — #418 — for a live Addepar MCP demo starting at 12:45pm. Bonus: we'll have gelato on-site from 11am-4pm to help you beat the heat.
Addepar
@Addepar
Sep 15
We're live at Future Proof Festival, and your AI is about to learn a new language. Swing by Booth #418 today at 12:45 pm to catch our Head of AI, @kunal_gosar, show how Addepar is bringing portfolio intelligence into @claudeai via the Addepar MCP as part of our new collaboration
Addepar
@Addepar
Sep 14
Your Claude workspace now speaks to Addepar. Addepar MCP is now in Claude, as part of @AnthropicAI's @claudeai for Financial Advisors launch. If your team already works in Claude, you can ask real portfolio questions, a household rollup, an alternatives exposure breakdown or an
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Addepar
@Addepar
Sep 14
What if the portfolio intelligence you rely on in Addepar could meet you in Claude? With the Addepar MCP, it can. Today, we’re announcing a new collaboration with @AnthropicAI as part of @claudeai for Financial Advisors. With Addepar MCP, a new connector in Claude, Addepar
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