Full-Time
Posted on 12/10/2024
Investment management software for financial professionals
$94k - $178kAnnually
Senior
New York, NY, USA
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
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
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
Addepar launches new data-driven portfolio solutions.
Great-West Lifeco announced the acquisition of Pennsylvania-headquartered Plan Management Corp. in a release on Sept. 23, but did not disclose the deal's financial terms.
Addepar, a technology provider for RIAs and wealth managers, has announced the launch of its trading platform, the rollout of dashboard enhancements and other enhancements to its products.
NEW YORK, Sept. 24, 2024 /PRNewswire/ - Addepar, a leading global technology and data platform for investment professionals, today announced the launch of Addepar Trading, Dashboards, and other design enhancements to streamline advisor workflows and deliver deeper insights for clients.