Who We Are

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 1,500 firms in 60 countries use Addepar to manage and advise on nearly $10 trillion in assets. Its open platform integrates with 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and levels of complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, São Paulo, London, Edinburgh, Geneva, Warsaw, Dubai, Pune and Singapore.

The Role

We are currently seeking a Senior Data Product Manager to join our Reference Data team!

Reference Data is part of the Data Enablement team at Addepar. Our mission is to build a scalable, efficient, and high quality data platform that integrates, connects, productionizes, and distributes third-party data content across Addepar and to our clients and partners.

Our goal is to connect data to consumers, creating more value for our downstream clients and services, enabling data to be a language on how the Addepar ecosystem collaborates.

Data Enablement's mission is to be the platform product management function that gives Addepar's engineering and solution teams the foundational tools, APIs, and services they need to move faster — with a focus on growth, employee experience, and reducing operational risk.

Applicants must have, and maintain, the right to work in the United Kingdom from the first day of employment. Please note that visa sponsorship is not available for this role.

What You’ll Do

Define and own the product roadmap for Market Data Feeds — balancing feed quality, coverage, and commercial ROI — and set measurable success criteria that hold delivery teams accountable.
Own feed builds end-to-end: from vendor sourcing and data modeling through to production delivery, driving outcomes that directly support client goals.
Develop solutions to strengthen market data operations and deepen the integration of Market and Reference Data across Addepar's products and services.
Identify and close gaps in market data coverage, partnering with clients, sales, and data operations to surface high-impact sourcing opportunities.
Maintain working knowledge of vendor licensing terms and entitlement workflows, ensuring sourcing and onboarding decisions are made with clear visibility into contractual constraints and cost implications.
Partner with the licensing and finance functions to evaluate new data sourcing decisions against profitability, and provide product-level oversight on key licensing transitions (e.g., direct licensing migrations).
Contribute to the evolution of Addepar's Security Master, directly linking Market Data inputs into expanding the richness of information delivered to client and internal product teams.
Work closely with GTM, Sales, and Support to communicate Market Data changes proactively and serve as a product-informed partner on dataset capabilities, feed status, and onboarding timelines.
Understand Addepar's products and clients deeply, using those insights to drive new opportunities that improve client experience.

Who You Are

Extensive relevant work experience and education that demonstrate proficiency in product management and user workflows
Deep understanding and familiarity with Market Data vendors (Bloomberg, LSEG, S&P, Morningstar, etc) and how to best source and implement their content
Domain expertise regarding market data processing and entitlement workflows, security mastering, and financial products as well as strong knowledge of the financial data ecosystem.
Experience with building and launching commercial data products within financial services. Understanding of data governance practices.
Ability to work cross functionally, particularly with engineering, operations, and GTM.
Practical knowledge of agile thinking and lean practices; creative (non-dogmatic) with project approaches, willingness to experiment, and ability to guide teams toward activities and processes that best suit project goals
Ability to identify the appropriate tools and techniques to accomplish objectives
Knowledge of SQL and ability to query data to find answers to product questions. Experience with Python and Databricks is a plus.
Experience and ability using AI tools to drive outcomes as a PM.
Ability to set your team up for success through leadership, sense of urgency, accountability, and initiative
Ability to partner with a variety of stakeholders (from highly technical to non-technical business colleagues) and work in a cross-functional setting
A confident and positive attitude with low ego; high degree of ingenuity, resourcefulness, and problem-solving skills; ability to work within ambiguity

Our Values

Act Like an Owner - Think and operate with intention, purpose and care. Own outcomes.
Build Together - Collaborate to unlock the best solutions. Deliver lasting value.
Champion Our Clients - Exceed client expectations. Our clients’ success is our success.
Drive Innovation - Be bold and unconstrained in problem solving. Transform the industry.
Embrace Learning - Engage our community to broaden our perspective. Bring a growth mindset.

In addition to our core values, Addepar is proud to be an equal opportunity employer. We seek to bring together diverse ideas, experiences, skill sets, perspectives, backgrounds and identities to drive innovative solutions. We commit to promoting a welcoming environment where inclusion and belonging are held as a shared responsibility.

We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.

PHISHING SCAM WARNING: Addepar is among several companies recently made aware of a phishing scam involving con artists posing as hiring managers recruiting via email, text and social media. The imposters are creating misleading email accounts, conducting remote “interviews,” and making fake job offers in order to collect personal and financial information from unsuspecting individuals. Please be aware that no job offers will be made from Addepar without a formal interview process. Additionally, Addepar will not ask you to purchase equipment or supplies as part of your onboarding process. If you have any questions, please reach out to [email protected].

About the company

Addepar provides a cloud-based wealth management platform that collects and cleans data from many sources into one view for advisors, family offices, private banks, and institutions. It ingests data from custodians, fund administrators, and broker-dealers and offers real-time portfolio performance, risk analytics, scenario modeling with Navigator, and automated client billing. It stands out by handling complex, multi-asset and illiquid portfolios (like private equity and real estate) with deep data normalization, analytics, and customizable reporting at scale, combined with an open API and hundreds of integrations. Its goal is to give transparent, data-driven insights and a connected, scalable platform that streamlines operations for wealth management professionals.

Company Size

1,001-5,000

Company Stage

Series G

Total Funding

$872.8M

Headquarters

New York City, New York

Founded

2009

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Simplify's Take

What believers are saying

September 2026 Warsaw hiring expands R&D, client services, and sales across Europe.
June 2026 Oxford Economics integration improves alternatives forecasting and investment committee governance.
AddeConf26 launched private-fund look-through, pacing, and liquidity tools that deepen enterprise stickiness.

What critics are saying

May 2026 AI agents raise trust, control, and error-liability issues inside regulated workflows.
Alternative-data dependence increases integration complexity; stale or broken feeds damage client reporting fast.
No visible lawsuit shield exists; a major data breach or compliance failure would threaten platform trust.

What makes Addepar unique

Addepar’s governed data model unifies portfolios, alternatives, and client workflows for complex wealth firms.
May 2026 AddeConf26 showcased Addison AI, Data Exchange, and human-reviewed data operations agents.
September 2026 Warsaw expansion strengthens EU data residency control and Swiss-hosted operations coverage.

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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

Headcount

6 month growth

-1%

1 year growth

2 year growth

Wealth Professional

Oct 6th, 2026

Scotia Wealth Management opens a new service for ultra-high-net-worth clients.

Scotia Wealth Management opens a new service for ultra-high-net-worth clients. The service spans public and private assets, ownership structures, and geographies for UHNW clients Scotia Wealth Management announced Scotia Global Intelligence on October 6, a service giving ultra-high-net-worth (UHNW) clients in Canada a view of their entire portfolio regardless of where assets are held. The offering combines institutional investment expertise, portfolio intelligence and reporting, and strategic insights, according to the Scotiabank release announcing the launch. The release states the service establishes a new standard for integrated UHNW service in Canada. It sits alongside Scotia Wealth Management's existing UHNW suite, which the release describes as covering a comprehensive suite of family office services, business transition and succession planning, governance advisory, trust and estate expertise, intergenerational wealth transfer strategies, and private banking solutions. Scotiabank integrated Scotia Global Intelligence into its offering for ultra-high-net-worth clients, Jacqui Allard, group head, global wealth management and insurance at Scotiabank, said in the release. The service is designed around their "individual needs and objectives," Allard said, and supports portfolio decisions. Scotiabank says delivery runs through its Chief Investment Office team, whose investment and alternative capabilities in Canada were recognized in the 2026 Euromoney Private Banking Awards. Clients reach the service through Total Wealth, the firm's customized advisory and institutional access platform, per the same release. Two external relationships support the service, Scotiabank said. Marsh brings consulting capabilities and approximately $16.2tn in assets under advisement, while Addepar supplies a global data and artificial intelligence platform. The release says the combination delivers insights across portfolios spanning public and private assets, ownership structures, and geographies. According to the Scotiabank release, Todd Nelson, Canada leader, Marsh investments and retirement, said the relationship aims to "expand insights" and access to private market solutions. Nelson said Marsh will bring its global alternatives experience and private markets expertise to support the needs of Scotia Wealth Management clients. Peter O'Brien, chief revenue officer of Addepar, said in the release that ultra-high-net-worth investors need "intelligence they can act on." O'Brien said Addepar is working with Scotia Wealth Management on a platform with "real-time clarity across an investor's entire financial picture." Addepar states that more than 1,500 firms across 60 countries use its platform to manage and advise on nearly $10tn in assets, with 650 software, data, and consulting partners integrated into it. Scotiabank reported assets of approximately $1.5tn as at July 31.

Family Wealth Report

Sep 22nd, 2026

Addepar expands European footprint.

Addepar expands European footprint. Editorial Staff September 22, 2026 The new office, in Warsaw, will support activity such as global research and development, client services among other areas. Addepar, a New York-headquartered global technology and data platform for investment professionals, has opened its 10th global office in Warsaw, Poland. Opened yesterday, the office will support global R&D, client services and operations, with a focus on AI product development, infrastructure and continued regional growth. The move to Poland, which is a European Union member state, will enable Addepar to manage its Swiss-hosted operations directly from within the EU, it said in a statement. Warsaw will become Addepar's fourth European office, alongside London, Edinburgh and Geneva. Addepar, which said it will employ nearly 300 people across the region, plans to continue hiring for roles across its people, sales, finance, legal, IT and software development teams. Globally, the company serves more than 1,500 firms representing nearly $10 trillion in assets on its platform, while its client base across EMEA has grown six times over the past four years. Among recent developments, in November Addepar appointed Peter O'Brien as chief revenue officer and Janeen France as the company's first chief client officer. In December 2025, this news service interviewed Addepar's CEO, Eric Poirier, on its strategy. In May, the firm closed its $230 million Series G investment round.

TMCnet

Sep 22nd, 2026

Addepar Expands European Presence with New Office in Warsaw

Addepar Expands European Presence with New Office in Warsaw TMCnet News [September 22, 2026] | / | Addepar Expands European Presence with New Office in Warsaw WARSAW, Poland, Sept. 22, 2026 (GLOBE NEWSWIRE) - Addepar, the global data and AI platform serving investment professionals, today opens its 10th global office in Warsaw, Poland, deepening its investment across Europe. The new office will support global R&D, client services and operations, with a focus on AI product development, infrastructure and continued regional growth. The expansion gives the company access to Poland's deep technology talent pool as it continues to scale its platform and services for investment firms across Europe and the Middle East. The Warsaw office will also enable Addepar to directly manage its Swiss-hosted operations from within the EU, giving clients greater flexibility over where their data is hosted and helping the company stay ahead of evolving data residency requirements across the region. Warsaw becomes Addepar's fourth European office, alongside London, Edinburgh and Geneva, complementing an established presence in Dubai. Addepar also recently expanded into its third London office, further growing its footprin in the region. With the opening, Addepar will employ nearly 300 people across the region and plans to continue hiring for roles across its people, sales, finance, legal, IT and software development teams. Globally, the company serves more than 1,500 firms representing nearly $10 trillion in assets on its platform, while its client base across EMEA has grown 6x in the past four years. "Europe is a critical growth market for Addepar and we're investing for the opportunity ahead," said Peter O'Brien, Chief Revenue Officer, Addepar. "Investment portfolios are becoming more global and complex, while expectations for data, technology and AI continue to rise. Our job is to stay ahead of that complexity. We're building the technology, infrastructure and local expertise to meet clients where they are, help them move faster and ultimately drive better investment outcomes." The Warsaw expansion reflects Addepar's continued focus on scaling its technology, talent and AI capabilities globally. Addepar invests more than $150 million annually in R&D to advance its data, AI and platform solutions, helping investment firms move beyond legacy systems and put increasingly complex data to work across their investment and client workflows. About 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 1,500 firms in 60 countries use Addepar to manage and advise on nearly $10 trillion in assets. Its open platform integrates with 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and levels of complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, São Paulo, London, Edinburgh, Geneva, Warsaw, Dubai, Pune and Singapore. Contact info: Sarah Pugsley [email protected] [ Back To TMCnet.com's Homepage] |

The Business Times

Sep 15th, 2026

Portfolio reviews, client meeting prep: Anthropic launches Claude tool for financial advisers.

Portfolio reviews, client meeting prep: Anthropic launches Claude tool for financial advisers. Rival OpenAI already has a version of ChatGPT that targets investment bankers and equity researchers Published Tue, Sep 15, 2026 · 01:32 PM * Anthropic's new offering connects Claude with data and software from firms including Envestnet, iCapital, Orion, Wealthbox, Wealth.com and Zocks. PHOTO: REUTERS ARTIFICIAL intelligence lab Anthropic on Monday (Sep 14) launched a set of tools for financial advisers, connecting its Claude chatbot to investment analytics and wealth-management software from firms including BlackRock, Charles Schwab and Addepar. The product, called Claude for Financial Advisors, is designed to help financial services firms prepare for client meetings, review portfolios and handle follow-up work. The launch comes after rival OpenAI on Sep 10 introduced a version of ChatGPT for the industry, targeting investment bankers and equity researchers with tools for financial research, modelling and client materials. It also builds on Anthropic's broader push into financial services, where it has developed tools based on its AI model Claude for tasks including investment research, portfolio analysis, financial modelling and preparing client materials. Anthropic's new offering connects Claude with data and software from firms including Envestnet, iCapital, Orion, Wealthbox, Wealth.com and Zocks. The announcement comes as the pace and cost of AI development faces growing scrutiny, with industry leaders increasingly questioning whether spending can be sustained and how quickly the technology should advance amid mounting fears of misuse. REUTERS Share with us your feedback on BT's products and services

FA Magazine

Sep 4th, 2026

Envestnet makes $35M 'surge' investment in Tamarac.

Envestnet makes $35M 'surge' investment in Tamarac. September 4, 2026 - FA Staff Fintech firm Envestnet said today that it was making a $35 million "surge" investment in Tamarac, the wealth management platform for RIAs, more than doubling its previous investment in the technology. Envestment said the investment is meant to put AI more directly into advisor workflows. The firm said the investment is part of its five-year plan to devote $1 billion to research and development. In addition to Tamarac, Envestnet operates the largest advisor platform for separately managed accounts (SMAs) and MoneyGuide Pro, one of the largest financial planning programs. All in all, it has more than 100,000 advisors using its various platforms and programs, providing it with a wealth of data to build AI appilcations that few other fintech companies possess. The investment in Tamarac is necessary partly because Envestnet's leading competitors in the portfolio management space - SS&C Black Diamond, Orion and Addepar - are also in the midst of major AI-driven upgrades. Envestnet said that the time advisors are spending moving back and forth between systems and reconciling data (and making sure its accurate) is costing them time and money and that the problem is being exacerbated by the great wealth transfer set to occur. "According to Cerulli, an estimated $124 trillion in wealth is projected to change hands by 2048, landing on systems built for a different generation's accounts," Envestnet said in a press release. "And within existing books, complexity is compounding: more held-away assets, more alternatives, more tax nuance. Most advisory technology was built for one point on that spectrum. Ask it to stretch, and it can either break or demand heroic manual effort. "Envestnet's Adaptive WealthTech platform serves an advisor's business, who are serving more households, supporting more sophisticated client relationships, managing more held-away assets, incorporating more alternative investments, and navigating more tax, planning, and tackling more extensive reporting needs." As part of the effort to update Tamarac, Envestnet said it is introducing "Report Studio," a drag-and-drop reporting tool that helps advisors maintain more control over client reporting. "Report Studio replaces a legacy experience in which holdings and performance data often lived in separate reports, configurations varied by report type, and setup could require navigating dense settings menus without visual feedback. In its place, Report Studio gives advisors drag-and-drop control over tables, charts, and KPI modules on the page, built on a more unified reporting foundation. No exports. No manual rebuilds. No last-minute scramble before a client meeting," Envestnet said.

Addepar

Senior Product Manager - Market Data Feeds

About the job