Addepar’s AI Evolution: Redefining Data Intelligence for Family Offices

Addepar’s AI Evolution: Redefining Data Intelligence for Family Offices

Part 6 of our Annual Conference miniseries, recorded live at FOTechHub (18–19 November 2025). In this Tech-NEW-logy Institute session, Alejandro Nazario (TOS Advisors) speaks with Addepar’s Diana Turbayne (Alts & Data Management) and Kunal Gosar (Head of AI Platform, former Arcus CEO) about how Addepar is embedding AI across its platform — moving from aggregation toward applied intelligence for family offices. SPEAKERS Kunal Gosar Head of AI Platform, Addepar  Kunal leads the AI Platform org at Addepar, managing the overall engineering and product teams working on AI in Addepar's client-facing products and services. Prior to Addepar, Kunal was the founder and CEO of Arcus, an AI startup building agentic systems for complex data workflows, which Addepar acquired earlier in 2025. Diana Turbayne Sr. Manager, Alts Data Management, Addepar  Diana is the product lead for Addepar’s Alternatives and Data Management solutions. Diana has held various positions at Addepar and formally led the data operations team overseeing custodial/online data in New York. Prior to Addepar, Diana worked in Economic Consulting on securities litigation and financial regulation cases. Diana holds a Bachelor’s degree from Princeton University and is a CFA charterholder. MODERATOR Alejandro Nazario Partner, TOS Advisors Alejandro has ten years of experience in wealth management. He joined TOS in 2017, starting as a senior financial analyst for a large single-family office, where he focused on investment reporting, forecasting, personal expense analysis, and art collection management. Previously, Alejandro spent four years at UBS Financial Services, working with over 100 financial advisors to build scalable, planning-based practices and support next-generation client engagement. He holds a BA in Economics from Vanderbilt University and is both a CFP® professional and a CFA charterholder. For more info check out: ⁠⁠fotechhub.com [https://fotechhub.com/]

Family Office Tech Stack: Streamlining Life & Household Management

FOTechHub in collaboration with the Larry Kraus Family Office Tech-NEW-logy Institute: Natasha Pearl interviews Way2B1 - a platform that streamlines life management for families, and Nines - a household management platform.