Avatar for Addepar

Get a clearer financial picture—at every level

  • Actively Hiring
  • 4.5
    Highly rated
  • Avatar for Same investor as Flexport
    Same investor as Flexport
  • 4.3
    Work / Life Balance
Website
Locations
Company size
201-500 people
Total raised
$245.8M
Company type
Enterprise Software Company
Markets
SaaSEnterprise SoftwareFinancial ServicesInvestment ManagementFinanceSoftwareFinance TechnologyFin Tech

Addepar careers

Get a clearer financial picture—at every level
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.
5 days ago
4 weeks ago
yesterday
1 month ago

Director, Product Marketing

New York
$170k – $266k
3 months ago
3 weeks ago
1 month ago
5 days ago

Michael O'Keeffe

Avatar for 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

Avatar for Jevon Yeoh
Dual degree in CS and Finance from UPenn. Primary language is Java with experience in Python.

Daniel Bookstaber

Avatar for 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

Series F (Nov 2021)

image

Health

Equity benefits

Flexible time off

Fitness reimbursement

Addeone

+3 more