Addepar is a comprehensive technology and data platform designed to streamline wealth management for investment professionals globally. It empowers firms with sophisticated tools to manage complex investment portfolios, offering features like data aggregation, portfolio trading, portfolio modeling, and fee tracking. With over $6 trillion in assets managed, Addepar serves a variety of financial services including wealth managers, family offices, private banks, and broker-dealers. It supports more than 45 markets worldwide and provides customizable reporting and integration solutions, facilitating better decision-making and client satisfaction.
501 - 1000 employees
Founded 2013
πΈ Finance
π³ Fintech
βοΈ SaaS
π° $130M Corporate Round on 2021-11
April 15
Addepar is a comprehensive technology and data platform designed to streamline wealth management for investment professionals globally. It empowers firms with sophisticated tools to manage complex investment portfolios, offering features like data aggregation, portfolio trading, portfolio modeling, and fee tracking. With over $6 trillion in assets managed, Addepar serves a variety of financial services including wealth managers, family offices, private banks, and broker-dealers. It supports more than 45 markets worldwide and provides customizable reporting and integration solutions, facilitating better decision-making and client satisfaction.
501 - 1000 employees
Founded 2013
πΈ Finance
π³ Fintech
βοΈ SaaS
π° $130M Corporate Round on 2021-11
β’ Opportunity to shape wealth managersβ digital experiences β’ Define strategic blueprint for information and workflows β’ Ensure scalability and coherence of platform β’ Promote user-centered design practices
β’ 10+ years of experience in Product Design or similar field β’ Strong portfolio showcasing user-centered design practices β’ Experience in building SaaS platforms β’ Experience in creating design systems and pattern libraries β’ Strong system thinking and problem-solving skills β’ Exceptional communication skills β’ Detail-oriented and a self-starter β’ Proficient in Figma and other design tools β’ Experience in finance industry is a plus
β’ Equal opportunity employer β’ Promoting a welcoming environment β’ Reasonable accommodation for individuals with disabilities β’ Commitment to diversity and inclusion
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