Addepar, YourStake, and Envestnet Advance AI Agents and Workflow Automation for Advisors
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, using YourStake's tech platform for financial planning and operations. Envestnet debuted MoneyGuide enhancements featuring AI summarization in plan notes and modernized planning tools to simplify advisor workflows and cut data entry.
Thoughts from Andre Forbes
So the problem shifted from accessing multiple systems for data, to accessing multiple systems for each system's AI. MCP anyone?
This is an Aplodex summary of “WealthStack Roundup: Addepar Unveils AI Agents, Data Tools at AddeConf26” by Davis Janowski, Elaine Misonzhnik, published at wealthmanagement.com. Read the original for the full reporting.
More from Insights
- Fintech Hit $504B in Revenue Last Year, Growing Four Times Faster Than BanksJun 9, 2026, Fintech
- Advisors Seek Tech and AI to Drive Growth and Client AcquisitionMay 23, 2026, AI tools
We build AI governance and technology programs for wealth management firms. Start with a conversation.
Start a conversation