Who We Are
Addepar’s purpose is to maximize the positive impact of the world’s capital. More than 700 of the world’s leading financial services firms trust Addepar to unlock the power and possibility of informed, data driven investing and advice. These family offices, wealth managers, banks and institutions use Addepar’s purpose-built SaaS platform and associated Marketplace to deliver exceptional value to their clients in a modern, scalable and secure way.
Our clients use Addepar to manage and advise on more than $3.5 trillion in assets, and we’ve been adding more than $15 billion per week for many consecutive quarters, making us one of the fastest growing companies in fintech. Our board and investors are some of the best in the business: D1 Capital, WestCap, 8VC and Valor Equity Partners have led our last few rounds.
We’re now expanding Addepar’s business around the globe, with clients in more than 25 countries. We’re constantly doubling down on tech- and data-fueled innovation, and our product and platform roadmap is more ambitious today than ever. We place our clients at the center of everything we do, and see a virtually unlimited set of opportunities to expand our client footprint and deepen the value we can unlock by building together.
Addepar is a Forbes Fintech 50 company and an honored member of the CB Insights Fintech 250. Addepar embraces a global flexible workforce model with offices in Silicon Valley, New York City, Salt Lake City and Edinburgh, Scotland.
We are looking for a creative mind who appreciates the combination of Sales and Marketing to launch Wealth Management products. At Addepar, we ask every employee to be an owner, PMM embraces that value every day as the integral owner between Product and Sales to deliver our GTM message. You will have the opportunity to deliver and supervise a unified go-to-market message for new product launches across both Sales and Account Management in the United States for the Wealth Advisor vertical. This includes being informed on competitive intelligence, the Addepar roadmap, sales messaging and ownership of a fast follow feedback loop. Our team’s mission is to be the connective tissue between Addepar Product, Marketing, and Sales to deliver the clear and concise value of what we build in an organized and thoughtful way.
We’re solving some of the most sophisticated problems in finance, our messaging needs to be simple and clear. This role is perfect for someone who can digest complex feedback and message the value in a way that any audience will appreciate.
If you are looking to join a high-growth organization that is disrupting finance Addepar might be the right place.
In addition to our core values, Addepar is proud to be an equal opportunity employer. We seek to bring together diverse ideas, experiences, skill sets, perspectives, backgrounds and identities to drive innovative solutions. We commit to promoting a welcoming environment where inclusion and belonging are held as a shared responsibility.
To ensure the health and safety of all Addepeeps and our prospective candidates, we have instituted a virtual interview and onboarding experience.
Unfortunately, at this time we cannot accept Colorado applicants.