Sr. Data Solutions Consultant
Addepar
About this role
Addepar is a global technology and data company that builds a platform to help investment professionals aggregate portfolio, market, and client data and provide precise guidance. The company serves clients across more than 50 countries and integrates with numerous software and data partners. This specific role is listed as TBD and the posting notes that applicants must be authorized to work in the country where the role is based; visa sponsorship is not available.
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.
Recent company news
WealthBriefingWealth Management Ferment Is Music To Addepar's Ears
Dec 16, 2025
ThinkAdvisorAddepar Deploys New AI in Platform
1 week ago
Family Wealth ReportAddepar Makes Senior Hires
Nov 24, 2025
Pulse 2.0Addepar: Wealth Management Technology Platform Launches Addison AI For Natural Language Portfolio Analysis
1 week ago
TradingViewAddepar Unveils Addison, a Native AI Experience Built to Deliver Actionable Intelligence Across Investment Workflows
1 week ago
About Addepar
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Leadership Team
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
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