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Full-Time
Enterprise Solutions Consultant
Confirmed live in the last 24 hours
Addepar
1,001-5,000 employees
Investment management software for financial professionals
No salary listed
Mid, Senior
Edinburgh, UK
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- Previous experience of working in finance, technology, and/or consulting
- Solution-oriented approach and a passion for problem-solving
- Proven ability to research, design, and implement solutions for complex problems
- Strong work ethic, proactive, and a high contributing teammate
- Independent, adaptable, and can thrive in a fast-paced environment
- Excellent communication, organisational, and time-management skills
- Experience programming in Python language and/or experience with project management is a plus
- Onboard new clients to the Addepar platform, leading the solution design and execution of the implementation project
- Work closely with cross-functional teams to ensure successful project delivery and client satisfaction
- Prioritise and context-switch effectively to lead simultaneous projects, seeing each through to the finish line
- Identify and drive opportunities to improve our current processes and standard methodologies as the Addepar platform continues to expand rapidly
- Connect with clients in a proactive, consultative, and professional manner
- Experience programming in Python language and/or experience with project management is a plus
Addepar provides investment management software designed for financial professionals like asset managers and financial advisors. Its platform aggregates and analyzes financial data, offering insights that assist users in making informed investment decisions. The software enables users to align portfolios with specific targets, model asset allocations, and evaluate hypothetical performance across various scenarios, including the management of illiquid assets. Addepar's subscription-based model includes features for billing and fee management, ensuring transparency in costs associated with portfolio management. This focus on data and technology distinguishes Addepar from competitors, as it empowers investment professionals to optimize their clients' financial goals in a dynamic market.
Company Size
1,001-5,000
Company Stage
Series G
Total Funding
$902.8M
Headquarters
New York City, New York
Founded
2009
Simplify's Take
What believers are saying
- Addepar raised $230 million in Series G funding, boosting its valuation to $3.25 billion.
- The launch of Addepar Trading enhances advisor workflows and client insights.
- Partnership with Corient expands Addepar's reach in high-net-worth client management.
What critics are saying
- Emerging fintech startups could erode Addepar's market share.
- Rapid technological advancements may strain Addepar's resources and profitability.
- Regulatory changes could necessitate costly compliance updates to Addepar's platform.
What makes Addepar unique
- Addepar aggregates data for over $7 trillion in assets globally.
- The platform integrates with over 100 software, data, and services partners.
- Addepar's focus on illiquid assets aligns with the growing trend of alternative investments.
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Benefits
Equity: Stretch the idea of ownership beyond your day-to-day and take pride in being an owner in the growth of Addepar
Global Hybrid Workforce: Whether you work remotely or on-site, you’ll have the opportunity to build and collaborate with colleagues around the world
Flexible Time Off: Spend time traveling, celebrating with friends and family or relax on your schedule
Benefits Packages: Competitive medical, dental and vision benefits along with a monthly wellness allowance to keep you healthy and happy
Learning & Development Allowance: Your continued growth and development are important to us
Dynamic Team: Strong investment in the best talent at the intersection of technology and finance
Growth & Insights and Company News
6 month growth
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↑ 0%Addepar secures $230 million in Series G funding, bringing its valuation to $3.25 billion and adding new backing from global investors including Vitruvian Partners and EDBI.
Addepar has raised $230 million in a Series G investment round, valuing the company at $3.25 billion.
Addepar has raised $230 million in a Series G investment round, reaching a valuation of $3.25 billion. The company, with a presence in cities like New York, San Francisco, London, and others, manages assets worth $7 trillion. Key figures involved include Eric Poirier, Luuk Remmen, Jaime Hildreth, and Joe Lonsdale.
Addepar, a NYC-based technology and data platform provider, raised $230 million in Series G funding at a $3.25 billion valuation. The round was led by Vitruvian Partners and WestCap, with participation from 8VC, Valor Equity Partners, and EDBI. The funds will be used to provide liquidity to employees and investors through a tender offer. Addepar's platform aggregates data for over $7 trillion in assets and integrates with over 100 partners.
NEW YORK, March 5, 2025 /PRNewswire/ -- SumIt, a powerful, multi-entity general ledger and accounting platform built by family offices for family offices, today announces integrations with Bill for streamlined payments and Addepar for enhanced investment tracking. These additions provide family offices and high-net-worth individuals with a more holistic, user-friendly solution for increasingly complex financial operations.In 2024, Deloitte estimated there were approximately 8,030 family offices worldwide—a 31% increase since 2019—with projections reaching 10,720 by 2030. This swift expansion underscores the rising need for robust, intuitive accounting software tailored to family offices. SumIt addresses this demand by enabling users to manage multiple entities, record journal entries, and generate consolidated reports with just a few clicks. The platform's intuitive interface provides a clear visualization of trusts, LLCs, and other structures enhanced by AI-driven transaction categorization.Many family office accounting platforms promised to unify family office accounting and workflows, but, in practice, they were too complicated for many. On the other end of the spectrum, overly simplistic solutions lacked crucial features needed by family offices