Addepar announced AI agents and workflow automation at AddeConf26, including a data operations agent to identify and resolve data issues, expanded Addison AI capabilities with alternatives and private markets data, and new Data Exchange connectivity with CRM and BI platforms. YourStake acquired values-based RIA First Affirmative to create Formative, leveraging YourStake's tech platform for financial planning and operations. Envestnet debuted MoneyGuide enhancements featuring AI summarization in plan notes and modernized planning tools to streamline advisor workflows and reduce data entry burden.
Originally published at WealthStack Roundup: Addepar Unveils AI Agents, Data Tools at AddeConf26