Addepar
Addepar seeks a strategic Enterprise Client Success Manager to oversee the complete post-sales lifecycle for their largest investment clients, including global banks and broker-dealers. In this role, you will build deep relationships with C-suite executives to drive product adoption, retention, and revenue growth while optimizing platform utilization. You will utilize your selling skills and technical knowledge to lead client presentations and collaborate cross-functionally to deliver tailored solutions and ensure superior client experiences.
Headquarters
New York, New York, United States
Company Size
501-1000 employees
Founded
2009
Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Its platform aggregates and normalizes multi-custodial and alternative-asset data, offering portfolio analytics, customizable reporting, and investor-ready dashboards for wealth managers, family offices, private banks, and institutions. Addepar's Data Exchange (ADX) further enables enterprise-wide data governance, AI and machine learning workflows, and seamless integration with warehouses, CRMs, and operational systems to drive data-driven decision-making at scale.
Wealth Management Ferment Is Music To Addepar's Ears
Dec 16, 2025
Addepar Deploys New AI in Platform
1 week ago
Addepar Makes Senior Hires
Nov 24, 2025
Addepar: Wealth Management Technology Platform Launches Addison AI For Natural Language Portfolio Analysis
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Addepar.
Addepar didn’t post a salary, so this is our estimate from similar listings.
10% above the average for this role
1 week ago