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Sr. Solutions Engineer- Institutions

AddeparWealth Management company

Remote

Vitruvian Partners

WestCap

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8VC

Valor Equity Partners

EDBI

D1 Capital Partners

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About the role

•Who We Are Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence.
•Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows.
•More than 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion in assets.

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Details

Work type: remote
Posted: 2026-07-24

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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Sr. Solutions Engineer- Institutions at Addepar