Addepar

Addepar is a leading wealth management platform that specializes in data aggregation, analytics, and performance reporting. Their technology empowers investment professionals across the globe with data, insights, and cutting-edge technology. Addepar serves a variety of clients including wealth managers, family offices, private banks, broker dealers, and institutions, helping them make smarter investment decisions and drive greater outcomes for the portfolios in their care. They manage over $6 trillion in assets on their platform and have over 1,000 leading firms globally as clients.

Addepar is known for its commitment to data transparency and innovation. They offer a complete, transformative technology and data platform that aggregates all ownable assets, analyzes and visualizes portfolio data instantly, and creates customized, branded reports. Addepar also has a robust API offering that allows clients to seamlessly integrate their systems and workflows. Their platform is built to simplify complexity and deliver an exceptional client experience.

Addepar offers a globally distributed workforce, allowing employees to work remotely or onsite, providing a flexible working environment. They also offer flexible time off, encouraging employees to manage their time according to their needs and preferences.

Addepar offers a competitive benefits package that includes equity ownership, a global hybrid workforce model with remote and on-site options, flexible time off, comprehensive medical, dental, and vision benefits, a monthly wellness allowance, and access to professional development tools. This package aims to support employees' well-being, professional growth, and work-life balance, creating a dynamic and engaging environment.

Addepar's mission is to build a more transparent financial system by empowering investment professionals with data, insights, and cutting-edge technology. They believe that everyone should be able to understand their assets, investments, and performance at any given moment, enabling them to make smarter investment decisions and drive better outcomes. Their platform provides wealth managers with real-time portfolio reporting and insights, facilitating better investment decisions and ultimately contributing to a more impactful flow of capital towards beneficial investments.

Addepar promotes a culture of collaboration, innovation, and client-centricity. They value their employees acting like owners, building together, championing their clients, driving innovation, and embracing learning. Their commitment to diversity and inclusion is evident in their recruiting efforts and their belief that different ideas, experiences, and backgrounds drive better solutions.

Addepar is committed to building a diverse and inclusive workplace. They believe that bringing together various ideas, experiences, skill sets, perspectives, cultural backgrounds and gender identities drives innovative solutions. Addepar promotes a welcoming environment where inclusion and belonging are held as a shared responsibility. Their "AddeOne" initiative encourages employees to invest their time and contribute to the communities where they live and work, supporting non-profits and involving colleagues, friends and family members.