The wealth management, analytics and alternatives aggregation platform provider Addepar, which manages $9 trillion in assets for more than 1,400 firms globally, announced new AI agents, data connectivity features and workflow automation capabilities at AddeConf26, its annual innovation conference.
The company previewed a data operations agent designed to help teams identify and resolve data issues more efficiently, reducing manual investigation time while improving data quality at scale.
Addepar has also added enhancements to Addison, its native AI experience launched in March, including expanded access to alternatives and private markets data, improvements to visualizations and additional partner integrations, according to the company.
The firm also introduced new connectivity capabilities for Addepar Data Exchange, which it rolled out earlier this month, including APIs and integrations with CRM, cloud data and business intelligence platforms.
New private markets functionality includes expanded private fund look-through capabilities, pacing analysis workflows and capital activity dashboards to help firms monitor cash flows and optimize liquidity, according to the company.
Addepar also previewed client experience capabilities, including expanded white-label mobile experiences for iOS, extended mobile functionality for Android, secure messaging and enhanced client notifications.
YourStake Acquires Values-Based RIA First Affirmative
YourStake, a technology platform for values-based financial advisors, announced the acquisition of First Affirmative, a values-based RIA with approximately $1 billion in AUM. The firm will relaunch under the name Formative.
YourStake’s technology will help Formative build a tech-powered team to support financial planning, operations, marketing, tax, estate and private impact investing services. Launched in late 2019, initially as an ESG platform for advisors, YourStake focuses on helping implement values-aligned investing at scale, including impact analytics and personalized portfolio construction. YourStakes continues to operate as an independent technology company, with an information barrier between it and Formative.
“Formative is our most comprehensive implementation of the YourStake Platform,” said YourStake co-founder Patrick Reed in a statement. “Every workflow we refine through Formative makes the technology shaper for every advisor using YourStake.”
First Affirmative has been one of the earliest adopters of YourStake, with the two firms previously partnering on launching a values-based direct indexing product called VADIS.
“We haven’t wavered from the mission that has always defined this community,” said George Gay, First Affirmative CEO, in a statement. “Now, we’ve enhanced our ability to deliver on it, giving advisors the modern infrastructure and support they need to grow without losing the investment expertise, culture, and values that brought them here.”
Envestnet Adds AI Summarization and Platform Integration to MoneyGuide
Among the several other announcements Envestnet made at its annual Elevate conference, the firm debuted enhancements to MoneyGuide designed to help financial advisors streamline workflows and address complex planning scenarios.
The updates are part of Envestnet’s second technology release of 2026 and introduce artificial intelligence capabilities, modernized planning tools and new strategies designed to reflect real-world financial planning needs, according to the company.
The enhancements complement the recent introduction of MoneyGuide’s Dash solution, according to the firm, which reduces upfront data entry while preserving personalization to help advisors engage prospects earlier and scale planning across a broader client base.
Key updates include AI Summarize in Plan Notes, which automatically condenses all notes tied to a plan into a single summary to streamline meeting preparation.
A MoneyGuide integration brings client financial plan data, including risk, held-away accounts, goals and net worth, directly into the Envestnet Wealth Management Platform for use within proposal workflows, new ISP documents and client records.
The Asset Allocation Plan has been redesigned to improve usability and calculation precision, enabling advisors to run analyses at the client, household or any related participant or entity level.
The new Benefits of Strategies feature helps advisors compare key metrics, including end-of-plan assets, estimated federal taxes, Medicare premiums, Social Security benefits, and lifetime income gaps, across tax planning, secure income and Social Security strategies.
Additional updates include Wealth Studios Snapshot sharing, Crummey Provisions in Trusts, a State QTIP Option and new strategies for real estate depreciation, delayed RMD, non-cash deductions and deferred compensation distribution.
Asset-Map Integrates With Contio to Enhance Advisor-Client Meetings
Asset-Map, the popular visual financial planning conversation tool for advisors, has integrated with Contio, an AI operating system for meetings that captures notes, action items and insights.
The integration allows advisors to launch Contio directly within Asset-Map to capture meeting notes and action items, then access prior conversation summaries from the household’s meeting catalog, the company said.
Advisors who enable the integration automatically receive a Contio account, with the free plan covering up to 20 meetings per month and including agenda planning, document and data attachments, attendee sharing, AI-powered notes, AI-powered action items and calendar integration, according to the company.
Aaron Klein, founder and chief executive officer of Contio, said the integration means advisors walk into every meeting fully prepared and walk out with a clear record of what was decided and what comes next.
Asset-Map has mapped over two million people and $3.4 trillion in financial instruments and maintains integrations with eMoney Advisor, Nitrogen and Holistiplan, the company said.
