Bob Pisani, Addepar | Databricks Data+AI Summit 2026

In this interview from Databricks Data + AI Summit 2026, Bob Pisani, chief technology officer of Addepar, joins theCUBE's John Furrier to discuss how AI and the Databricks lakehouse are transforming portfolio intelligence and unlocking the largely untapped data potential of private markets. Pisani explains how the platform, which oversees more than $9 trillion in assets across family offices, registered investment advisors and private banks, made an architectural bet on Databricks roughly four years ago. By adopting the Lakehouse and Unity Catalog, Addepar built an alternatives data management solution that applies LLMs and agents to extract structured positions and transactions from documents previously trapped in PDFs and spreadsheets — giving clients a unified view across alternative and public investments for the first time.

The conversation also explores how Addepar's graph-native foundation, built over 15 years, is generating powerful network effects by analyzing anonymized, cross-sectional patterns across the full $9 trillion on the platform. Pisani highlights how this lens has already produced counterintuitive market insights, including data showing capital continuing to flow into the US during a period when conventional narratives predicted capital flight driven by tariffs and global uncertainty. On trust, he outlines how Addepar applies the same permissioning and authentication model from the data tier all the way through its AI and agentic layer, ensuring access controls are never compromised as agents take on more complex workflows. Looking ahead, Pisani identifies M&A consolidation — fueled by private equity flowing into the registered investment advisor space — as the most underestimated force reshaping wealth management. From liberating alternative investment data trapped in legacy documents to powering an AI-first inversion of its entire product surface, Addepar offers a practical roadmap for how domain-specific platforms can turn proprietary data networks into a defensible competitive advantage.

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00:00 - Intro
00:06 - The Evolution and Impact of AI in Business and Wealth Management
02:29 - Navigating Innovation in Financial Technology
05:15 - Leveraging Trust and Insights in Networked Data Systems
08:01 - Emerging Trends in AI, Data, and Wealth Management
11:15 - Addepar's Vision: Goals and Reflections

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Видео Bob Pisani, Addepar | Databricks Data+AI Summit 2026 канала SiliconANGLE theCUBE