Full-Time
Confirmed live in the last 24 hours
Investment management software for financial professionals
Junior, Mid
Remote in Canada
Addepar provides investment management software designed for financial professionals, including asset managers and financial advisors. The platform aggregates and analyzes financial data, enabling users to make informed investment decisions. It allows for portfolio alignment with specific targets, modeling of asset allocations, and testing of hypothetical performance across various scenarios, including the management of illiquid assets. Addepar's software also features billing and fee management tools, offering transparency regarding costs associated with portfolio management. Unlike many competitors, Addepar focuses on providing a comprehensive view of client portfolios, which helps investment professionals optimize their clients' financial goals. The company's goal is to empower investment professionals with data-driven insights to enhance client service in a dynamic financial environment.
Company Stage
Late Stage VC
Total Funding
$625.3M
Headquarters
New York City, New York
Founded
2009
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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