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Client Success Architect at Addepar — Salt Lake City

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Client Success Architect

AddeparWealth Management company

Salt Lake City, United States·$110,000 - $137,000·Senior

Vitruvian Partners

WestCap

8

8VC

Valor Equity Partners

EDBI

D1 Capital Partners

Sales & Account Management

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About the role

TL;DR

Architects client Addepar instances for scale and efficiency.

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Required skills

SQLPythonExcel

Nice-to-have skills

TableauLooker

Domain expertise

fintech

Tech stack

SQLPythonExcel

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Details

Salary: $110,000 - $137,000
Level: Senior
Experience: 5+ years
Work type: onsite
Visa sponsorship: Not available
Posted: 2026-07-09

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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