Addepar is a software and data platform that is purpose-built for professional wealth, investment and asset management firms to deliver outstanding results for their clients. More than 800 leading firms trust Addepar to unlock the power and possibility of more informed, data-driven investing and advice. With client presence in more than 30 countries, Addepar’s platform aggregates portfolio, market and client data for over $4 trillion in assets. Firms can also use Marketplace, a digital experience offered through Acervus Securities (member FINRA), to access and transact in a range of investment products with a focus on alternative and private market investments. Addepar’s open platform integrates with more than 100 software, data and services partners to deliver a complete solution for a wide range of firms and use cases. Addepar embraces a global flexible workforce model with offices in Silicon Valley, New York City, Salt Lake City, Chicago, London and Edinburgh, Scotland.

Addepar's core mission is centered around revolutionizing the wealth management industry by providing cutting-edge technology solutions that streamline and enhance financial data analysis. Their primary goal is to empower financial advisors, asset managers, and investors with a comprehensive and transparent platform that simplifies complex financial data, enabling informed decision-making. By fostering innovation and collaboration, Addepar aims to transform the way financial professionals manage and grow wealth, ultimately driving better outcomes for their clients.

• Competitive salary ranges + bonus + equity + benefits
• Health and safety measures, including virtual interview and onboarding experience
• Equal opportunity employer with a focus on diversity and inclusion
• Commitment to providing reasonable accommodation for individuals with disabilities

• Integrity: Addepar values honesty, transparency, and ethical behavior in all aspects of its business operations.
• Client focus: Addepar prioritizes the needs and goals of its clients, striving to provide exceptional service and solutions.
• Innovation: Addepar fosters a culture of innovation, encouraging employees to explore new ideas and approaches to problem-solving.
• Collaboration: Addepar promotes teamwork and collaboration, recognizing the value of diverse perspectives and shared problem-solving.
• Continuous learning: Addepar values continuous learning and development, providing opportunities for employees to enhance their skills and knowledge.