Show Summary
This Tech-NEW-logy Institute session took place during the FOTechHub Annual Conference and focused on Addepar’s approach to data intelligence and AI in family office technology.
Alejandro Nazario, Partner at TOS Advisors, was joined by Diana Turbayne, Product Lead for Alts & Data Management at Addepar, and Kunal Gosar, Head of AI Platform and former Founder & CEO of Arcus (acquired by Addepar earlier this year).
The discussion examined how Addepar’s AI strategy is shaping data management, personalization, workflows, and decision-making across family offices.
About the 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.
Addepar
Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows. More than 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion in assets. Its open platform integrates with nearly 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva and São Paulo.
Kunal Gosar, Head of AI Platform
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
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.
