- B2B
- Scale StageRapidly increasing operations
- Valuation $1B+This company has a valuation of $1B or more
- 4.5Highly ratedAddepar is highly rated on Glassdoor, with 4.5 out of 5 stars
- 4.3Work / Life BalanceEmployees rate Addepar 4.3/5 on Glassdoor for work / life balance
- Website
- Locations
- Company size
- 201-500 people
- Total raised
- $245.8M
- Company type
- Enterprise Software Company
- Markets
Addepar careers
Addepar is a wealth management platform that specializes in data aggregation, analytics and reporting for even the most complex investment portfolios. The company’s platform aggregates portfolio, market, and client data all in one place. It provides asset owners and advisors a clearer financial picture at every level, allowing them to make more informed and timely investment decisions. Addepar works with hundreds of leading financial advisors, family offices, and large financial institutions that manage over $1.3 trillion of assets on the company’s platform. In 2018, Addepar was named as a Forbes Fintech 50 and received Morgan Stanley’s Fintech Award for making a significant impact on the firm’s mission of continuous innovation. Addepar is headquartered in Silicon Valley and has offices in New York City, Chicago, and Salt Lake City.
Deal Operations & Sales Strategy Analyst
Remote • United Kingdom
today
today
yesterday
Sales Strategy & Operations Analyst
Edinburgh
5 days ago
5 days ago
Marketing Operations Analyst
Remote • United States
$78k – $122k5 days ago
Regional Manager, People Operations
Remote • United States
$106k – $133k6 days ago
Account Manager - Strategic
Remote • United States
$89k – $139k6 days ago
Client Success Manager - Strategic
Remote • United States
$86k – $134k6 days ago
Portfolio Data Product Manager
Edinburgh
1 week ago
Michael O'Keeffe
Over a decade of experience in FinTech and Wealth Management. Have built and managed teams; co-founded a non-profit. Hands on with clients and product.
Jevon Yeoh
Dual degree in CS and Finance from UPenn. Primary language is Java with experience in Python.
Daniel Bookstaber
Building Addepar from the ground up - Sales, Data Engineering, Operations and COO. Previously did quant trading for 8 years at hedge funds.
Valuation
$2.2B
Funded over
5 rounds
Latest round