Addepar
Curated by SignalWealth management software suite offering data and insights for professionals.
About
Addepar is a wealth management software suite aimed at improving operational efficiency for wealth managers and financial advisors. The platform incorporates various financial technology tools, such as customer relationship management (CRM) capabilities, portfolio management, performance reporting, and financial planning, with enhancements from artificial intelligence (AI) and machine learning for predictive analytics. It serves investment professionals on a global scale, focusing on the provision of comprehensive data and insights to support personalized client advice and investment strategies. The platform includes compliance features and real-time data aggregation to assist with regulatory requirements and provide a comprehensive view of clients. Additionally, its application programming interface (API) allows for integration with external financial services.
Key facts
- Founded
- 2009
- Headquarters
- Mountain View, United States
- Stage
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- Industry
- Financial Technology
- Sector
- Wealth Technology
Business model
- GTM channel
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Contact
- Primary office
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- Phone
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Open roles
304 rolesStaff Software Engineer-Reference Data
New York City Metropolitan Area · On-site · Volunteer
Product Manager - Sandbox and Platform Services (NY)
New York City Metropolitan Area · On-site · Volunteer
Staff Software Engineer - Developer Experience
New York, NY · On-site · Volunteer
