Job summary
Company overview
Addepar is a wealth management platform that provides data aggregation, analytics, and portfolio reporting solutions for financial advisors, family offices, and large financial institutions. They generate revenue by offering subscription-based software services that help clients manage complex investment portfolios with greater transparency and efficiency. Founded in 2009 by Joe Lonsdale and Jason Mirra, Addepar has grown significantly, attracting substantial investments and expanding its client base globally. The company is known for its robust technology infrastructure and commitment to transforming the wealth management industry.
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