Full-Time
Confirmed live in the last 24 hours
Investment management software for financial professionals
Mid, Senior
Remote in Canada
Addepar provides investment management software that helps financial professionals manage and analyze their clients' portfolios. The platform aggregates financial data, allowing users to align portfolios with specific targets, model asset allocations, and test hypothetical performance under various scenarios. It is particularly adept at handling illiquid assets, which are harder to sell without losing value. Addepar's software also includes features for billing and fee management, ensuring transparency in costs associated with portfolio management. Unlike many competitors, Addepar focuses on delivering a comprehensive view of client portfolios, which empowers investment professionals to make informed decisions and optimize financial outcomes. The goal of Addepar is to enhance the capabilities of investment professionals, enabling them to better serve their clients 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