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Jobs Companies Me

Managed Services Consultant at Addepar

A

Managed Services Consultant

AddeparWealth Management company

Singapore·Mid

Vitruvian Partners

WestCap

8

8VC

Valor Equity Partners

EDBI

D1 Capital Partners

Sales & Account Management

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About the role

TL;DR

Deliver high-value client outcomes for Addepar's Managed Services team.

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Required skills

CommunicationProject ManagementAnalytical Thinking

Nice-to-have skills

Python

Domain expertise

fintech

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Details

Level: Mid
Work type: onsite
Visa sponsorship: Not available
Posted: 2026-07-01

Company snapshot

Wealth Management company

Addepar, Inc. is a cloud-based American wealth management software platform for RIAs, specializing in data aggregation, analytics, and portfolio reporting. It serves professional wealth, investment, and asset management firms, including those serving high and ultra-high-net-worth individuals, with over $5 trillion in client assets managed on its platform.

Category: Wealth Management
Stage: Series G
Employees: 1,400
HQ: New York, United States
Founded: 2009
Funding: $759M

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