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Addepar
- Pratik Singhal
Pratik Singhal, PMP, serves as an Implementation Project Manager at Addepar since July 2018, focusing on project management within financial services. Prior to this role, Pratik held multiple vice president positions at Goldman Sachs from May 2006 to June 2017, overseeing significant client management initiatives, operations, and migration projects. Notable achievements include managing a high-stakes $4B AUM sale that generated $64M in revenue and leading a successful transfer of functions from Compliance to Operations. With a Master of Science in Quantitative Finance from Cass Business School and a Bachelor's degree in Management Studies from the University of Mumbai, Pratik demonstrates a strong foundation in finance and operations management.
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Addepar
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Addepar is a software and data platform that is purpose-built for professional wealth, investment and asset management firms to deliver outstanding results for their clients. More than 700 leading firms trust Addepar to unlock the power and possibility of more informed, data-driven investing and advice. With client presence in more than 25 countries, Addepar’s platform aggregates portfolio, market and client data for more than $3.5 trillion in assets.
