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.
“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 xcritical website data back into Addepar Analysis and Reporting. Yes, during the past three years, Addepar has filed 86 LCs for employment based green card positions.
Flexible Time Off
We commit xcritical scammers 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 or send money to the company or a recruiter as part of your onboarding process.
The technology foundation and data network now powers many of the most prestigious wealth, investment and asset management firms across more than 40 countries. Its purpose-built products, services and solutions help clients manage today’s markets and model the future in a data-driven, timely and secure way. Addepar ships meaningful updates to its platform and products every two weeks, showcasing the power of its R&D team and setting a higher standard for an industry that has previously lacked sufficiently robust technology and complete data. Addepar is a wealth management platform that specializes in data aggregation, analytics and performance reporting.
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.
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.
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.
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.
Legacy Knight embraced Addepar to deliver premium service while growing exponentially
Flexible reporting capabilities give you the power to quickly create customized reports that update in real time. Create greater transparency by centralizing the family office’s financial information in a single place. The main office ranks as the primary worksite for foreign workers, hosting the largest number among all locations. Discover how cutting-edge AI and data analytics are transforming https://dreamlinetrading.com/ advisor-client relationships.
The fields include citizenship, colleges attended, degrees earned, fields of study, and visa status. It was data-related errors, unreliability, irregularities and other problems Lonsdale and Mirra sought to address with Addepar, things they noted when setting up Lonsdale’s own family office (and in speaking to others dissatisfied with available technology). Asked to explain why the firm shares the total amount of assets on its platform but not in the form of AUM, Poirier was direct, as he has answered this question many times. Prior to Addepar, she was the Head of Communications for Qventus, and prior to that, was a member of the leadership team at The Hatch Agency, a leading communications firm with deep experience in technology launches, mergers and IPOs. As VP, General Counsel at Addepar, Delisha leads Addepar’s legal team to support company growth, help reduce risk, and ensure compliance with regulations across regions. We’re bringing data, technology & people together to help investors make better, more informed decisions.
Addepar Primes Forward-Thinking Firm for Growth
Morgan Asset Management as a Managing Director and Market Leader, leading teams that develop select markets in the Midwest and Florida. Morgan, Scott worked as founder and partner of the private equity firm WhiteHawk Capital, a Hunt Company. Previous to Hunt, Scott spent eight years at Maritz Inc. as the Chief Executive Officer of the Maritz Performance Improvement Company, Chief Marketing Officer and Corporate Senior Vice President & Chief Sales Officer. Previous to Maritz, Scott served as the CEO of Trans World Express and Head of Global Sales at Trans World Airlines. “We realized early on that we had to build our own integrations for bringing in end client data, none of the legacy products in the account aggregation business were suitable in terms of their robustness and reliability at the time,” he said of the business circa 2009.
Addepar Enables Growth for $3.8B AUA Advisory Firm
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.
A platform built to simplify complexity
- 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.
- The company will continue investing deeply in world-class talent to solve industry-wide problems on a global scale – all using its proven operating platform and ecosystem.
- Previous to Maritz, Scott served as the CEO of Trans World Express and Head of Global Sales at Trans World Airlines.
- The main office ranks as the primary worksite for foreign workers, hosting the largest number among all locations.
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, 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.
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.
Scale AI
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 development workflows for ingesting, transforming and analyzing data taking up to 16 weeks.
Upgrading Technology Solutions to Take Client Service to the Next Level
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.
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.
