About this role
Addepar is a global data and AI platform that helps investment professionals manage and analyze financial data for better decision-making. The company serves a wide range of clients worldwide and offers an open platform that integrates with various software and service providers.
Required Skills
- Salesforce
- SaaS
- Product Demos
- Communication
- Prospecting
- Client Management
- Financial Services
- CRM
- Tech Sales
- Relationship Building
About Addepar
addepar.comAddepar is an investment portfolio management platform that aggregates complex, multi-custodial and alternative-asset data to give advisors, family offices, and institutions a consolidated view of holdings and performance. It provides normalization, analytics, customizable dashboards, and investor-ready reporting to simplify portfolio oversight and client communication. The platform also offers APIs and integrations, scenario modeling, and tools designed to improve data accuracy and decision-making at scale.
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