Engage our community to broaden our perspective. Bring a growth mindset.

Be bold and unconstrained in problem solving. Transform the industry.

Exceed client expectations. Our clients’ success is our success.

Collaborate to unlock the best solutions. Deliver lasting value.

Think and operate with intention, purpose and care. Own outcomes.


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.

Finance

Software

Addepar

Eric Poirier

Alex Kingsley

Bob Pisani

Naresh Tammineni

Ron Akke

Elizabeth Ellsworth

Rowena Carreon

James Thornton

Jennifer Braciak

Delisha Grant

John Wiseman

Meagan Ward

Nicholas Morse

Sally Buchanan

Inder Grewal

Eric Daniels

Karen Brooks

Peter O’Brien

Don Nilsson

The Data Operations & Analytics team at Addepar is responsible for ensuring the integrity, accuracy, and efficiency of data processes within the platform. They manage data aggregation, maintenance, and quality control, enabling the seamless integration of portfolio and market information. Additionally, they provide analytical insights and support to enhance data-driven decision-making for investment management, ultimately improving the client experience across the firm's extensive global client base.

Data Operations & Analytics

About

Team members

Other teams at Addepar

Technical Support & Engineering

Product Management & Development