About this role
Addepar is a global data and AI platform serving investment professionals worldwide. The company provides tools to unify financial data and generate AI-powered insights to support investment decisions and client management. It is used by firms across the globe with a focus on innovation in financial technology.
Required Skills
- Sales Engineering
- Financial Software
- Product Demonstration
- Client Consultation
- Data Integration
- Investment Management
- API
- Solution Architecture
- Project Management
- Communication
Qualifications
- Bachelor's Degree
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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