These persons offer fraudulent employment opportunities to applicants and often ask for sensitive personal and financial information. Addepar CEO Eric Poirier, Geller Advisors’ Chief Investment Officer Robert Wedeking and Chief Client Officer Scott Bush discussed how to remain resilient and even thrive during times of market volatility. Connect with the Addepar team to learn more about Addepar and our newest product, Marketplace. The most common roles for H-1B Visa positions are Software Engineer(47), Product Designer(7), Senior Software Engineer(7), Sr.

Driving better financial decisions with streamlined data operations

Addepar adopted the Databricks Data Intelligence Platform to transform their data capabilities into a scalable, centralized ecosystem. Through lakehouse architecture, Addepar unified diverse datasets, enabling seamless collaboration across teams and transforming their ability to generate actionable insights. We’ve designed a multifaceted data security program that ensures the confidentiality and integrity of data managed on our platform.

Since joining Addepar in 2014, Peter has built and led a number of teams within the sales organization including the enterprise sales and enterprise account management teams. Prior to Addepar, he was an investment banker at Citi, where he advised firms on initial public offerings, financial restructuring and M&A activity. John brings over 30 years of experience in the trading and financial technology fields. As Chief Revenue Officer, John leads go to market (GTM) at Addepar, inclusive of sales, client management, services, partnerships and multi product solutions. Addepar leveraged Delta Lake to bring their client portfolio data, market data and custodial feeds into a single, centralized platform.

“We more compare ourselves to the top tech companies like Stripe and Plaid that have mastered data at scale,” he said, less comparing the firm to large established legacy providers like Orion and Envestnet. Delisha began her career in litigation at a nationally recognized law firm specializing in securities, antitrust and corporate governance matters, and later spent a number of years as outside counsel to technology and media startups at various stages of growth. Addepar aggregates all financial accounts to create a consolidated view of your clients’ portfolios. Immediately assess your exposure, understand your risk and turn insight into action. Marketplace provides seamless, integrated investment workflows that feed data back into Addepar Analysis and Reporting. Yes, during the past three years, Addepar has filed 86 LCs for employment based green card positions.

We commit to promoting a welcoming environment where inclusion and belonging are held as a shared responsibility. Please be aware that no job offers will be made from Addepar without a formal interview process. Additionally, Addepar will not ask you to make purchases xcritical cheating or send money to the company or a recruiter as part of your onboarding process.

Executive Team

With over 30 years of experience in financial services and leadership, Scott leads all client teams, business development, and how the firm delivers the highest quality client experience consistently and for all clients. Karen joined from Symphony, an enterprise collaboration tool built for global financial institutions, where she was the Senior Director of Security. Prior to Symphony, she was a Director of Technology Risk Management at BlackRock and a Vice President of Information Risk Management at JP Morgan Chase. She started her career at Accenture and EY, where she focused on technology, security and risk services.

Addepar was founded over a decade ago with the goal of creating a more transparent financial system. We believe that everyone should be able to understand the assets they own, where they’re invested and how they’re performing, at any given moment. It has come to our attention that there may be people posing as Addepar recruiters online.

Simplify complexity. Deliver excellence.

He is charged with accelerating the company’s growth across different market segments and geographies. Prior to joining Addepar, he spent more than two decades at FactSet, most recently serving as Senior Vice President of Product Development, responsible for running their global product development function and overseeing development across the entire platform. Our digital tools provide your clients with encrypted access to their financial information anytime and anywhere. Industry-leading analytics and performance reporting software allow you to tailor insights and conversations for each client and build long-lasting, trusted relationships.

It’s truly a game changer for innovation,” Doug Judice, Engineering Manager​ at Addepar, concluded. Data pipeline development also saw remarkable improvements with the adoption of the Databricks Data Intelligence Platform. By automating key aspects of data ingestion and processing, Addepar reduced development times, which not only sped up client onboarding but also enabled the team to iterate on new products and data models faster than ever before. Addepar is delighted to be named Best in Class in this year’s Aite-Novarica report – an exciting recognition of our dedication to building innovative products for wealth managers and investment professionals around the globe who seek to deliver exceptional results for the portfolios in their care. Addepar was purpose-built to offer greater clarity into and intelligence on the portfolios in your care. Using our complete data aggregation capability and powerful modeling and calculation tools, you can view, model and share portfolio performance with clients in the way that works best – for you and your clients – while reducing drain on your team.

Throughout her career at BlackRock, Rowena led strategic initiatives focused on development and launch of investment products, client solutions and servicing and business growth. Rowena led teams in Multi-Asset Strategies and Solutions, was the Head of Strategy and Development for Global Credit, led pillars in the firm’s global product development group and started her BlackRock career as the Chief Operating Officer for Asia Pacific Fixed Income. Initially established to address the complex needs of single-family offices, today we serve hundreds of clients and thousands of wealth managers — including family offices, independent advisors, private banks and broker-dealers — in more than 45 markets around the world. Addepar’s culture of constant innovation is key to keeping its leading portfolio aggregation, analytics and reporting platform on the cutting edge of game-changing technologies in fintech. Chief Product Officer Don Nilsson will discuss some of the latest updates to the Addepar platform, including Trading and Rebalancing, Integration Center and the next evolution of the client experience, and explain how these tools enable financial professionals to spend more time delivering value to their clients.

In total, Addepar said it works with more than 1,000 client firms, ranging from RIAs to multifamily offices, wealth managers, large banks and other global institutions. Rowena Carreon brings over 25 years of global financial services experience across investment banking, corporate finance and asset management to Addepar. As the Head of Investment Advisory Solutions, Rowena leads a newly formed department to expand client relationships by leveraging Addepar’s unique data and insights. Don is the Chief Product Officer at Addepar, focused on driving the development of the company’s platform which specializes in data aggregation, analytics, and portfolio reporting to provide insights and clarity into investment portfolios. Highly adept at user-centric solutions, Don brings a design-centered approach to development. We provide wealth managers with real-time portfolio reporting and insights required to make and implement better investment decisions.

View All People & Culture

Diverse datasets such as client portfolios, market data feeds and custodial feeds were living in separate systems and formats. This fragmentation made it difficult to gain a unified view for actionable insights, particularly given the array of tools that spanned different business intelligence (BI) and visualization stacks. Analysts and engineers struggled to collaborate across these siloed systems, with https://dreamlinetrading.com/ development workflows for ingesting, transforming and analyzing data taking up to 16 weeks.

Summary of the occupations and job titles of foreign workers sponsored by Addepar for permanent employment, highlighting up to 12 roles in each field along with the number of workers. To increase your chances of receiving visa sponsorship, focus on positions that Addepar has historically hired foreign workers for. As a dynamic global leader in the field of Human Resources, Sally currently steers the people and workplace initiatives at Addepar. Her career highlights include building a People & Workplace organization grounded in credibility, expertise, and service excellence. She is recognized for developing innovative strategies and implementing consultative services to foster rich, diverse, engaging, and creative work environments. With a proven track record of success, Sally brings over twenty-five years of experience to Addepar, having previously served as Senior Vice President, People, Workplace, and IT at Twitch.

Those feeds come in nightly having been worked on and reconciled, literally, by teams around the world. Eric brings over 20 years of finance leadership experience in private and publicly owned SaaS and information services companies. As Chief Financial Officer, Eric leads the financial planning, accounting, tax, treasury, legal and risk functions at Addepar.

• Unity Catalog provided Addepar with a centralized mechanism to manage data access, auditing and security.
• These challenges became even more pronounced as Addepar began scaling to meet the demands of enterprise clients.
• Prior to Addepar, he was an investment banker at Citi, where he advised firms on initial public offerings, financial restructuring and M&A activity.
• Advanced features like column masking and dynamic views ensured that sensitive client information was accessible only to authorized personnel.

What Sets The Next-Generation Firm Apart?

Hundreds of thousands of users have entrusted Addepar to empower smarter investment decisions and better advice over the last decade. With client presence in more than 40 countries, Addepar’s platform aggregates portfolio, market and client data for over $5 trillion in assets. Addepar’s open platform integrates with more than 100 software, data and services partners to deliver a complete solution for a wide range of firms and use cases. Addepar embraces a global flexible workforce model with offices in Silicon Valley, New York City, Salt Lake City, Chicago, London, Dublin, Edinburgh, Scotland and Pune, India. Addepar is a global technology and data company that helps investment professionals provide the most informed, precise guidance for their clients.

Management transition

The most common roles for green card positions are Software Engineer(12), Software Developers, Applications(7), Multimedia Artists and Animators(3), Implementation Project Manager(2), Statisticians(2), Product Designer(1). Yes, during the past three years, Addepar has filed 86 LCAs for H-1B Visa positions. Davis Janowski is a New York-based technology journalist whose work spans consumer, business and the FinTech sectors. Addepar, which remains a private venture-driven company, announced a $150 million Series F financing round in June 2021, bringing it to a total of about $475 million in funding. “Everyone should be able to understand the assets they own, where they are invested and how they are performing at any given moment.” We seek to bring together diverse ideas, experiences, skill sets, perspectives, backgrounds and identities to drive innovative solutions.

With client presence in more than 45 countries, Addepar’s platform aggregates portfolio, market and client data for over $7 trillion in assets. Addepar embraces a global flexible workforce model with offices in Silicon Valley, New York City, Salt Lake City, Chicago, xcritical rezension London, Edinburgh, Pune and Dubai. Eric Poirier is the CEO of Addepar, spearheading the company’s mission to bring data, technology and people together to maximize the impact of the world’s capital. As one of Palantir’s first 20 employees, he helped shape its core technology while building its finance business. Earlier in his career, Eric worked in Lehman Brothers’ Fixed Income Analytics group, modeling, simulating, and visualizing data across a broad range of debt and credit instruments.Eric received a B.S. Addepar is a global technology and data company connecting the investment ecosystem.