
501 - 1000 employees
Founded 2013
💸 Finance
💳 Fintech
☁️ SaaS
💰 $130M Corporate Round on 2021-11
Finance • Fintech • SaaS
Addepar is a comprehensive technology and data platform designed to streamline wealth management for investment professionals globally. It empowers firms with sophisticated tools to manage complex investment portfolios, offering features like data aggregation, portfolio trading, portfolio modeling, and fee tracking. With over $6 trillion in assets managed, Addepar serves a variety of financial services including wealth managers, family offices, private banks, and broker-dealers. It supports more than 45 markets worldwide and provides customizable reporting and integration solutions, facilitating better decision-making and client satisfaction.
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501 - 1000 employees
Founded 2013
💸 Finance
💳 Fintech
☁️ SaaS
💰 $130M Corporate Round on 2021-11
Finance • Fintech • SaaS
Addepar is a comprehensive technology and data platform designed to streamline wealth management for investment professionals globally. It empowers firms with sophisticated tools to manage complex investment portfolios, offering features like data aggregation, portfolio trading, portfolio modeling, and fee tracking. With over $6 trillion in assets managed, Addepar serves a variety of financial services including wealth managers, family offices, private banks, and broker-dealers. It supports more than 45 markets worldwide and provides customizable reporting and integration solutions, facilitating better decision-making and client satisfaction.
• Define and own the product roadmap for Market Data Feeds — balancing feed quality, coverage, and commercial ROI — and set measurable success criteria that hold delivery teams accountable. • Own feed builds end-to-end: from vendor sourcing and data modeling through to production delivery, driving outcomes that directly support client goals. • Develop solutions to strengthen market data operations and deepen the integration of Market and Reference Data across Addepar's products and services. • Identify and close gaps in market data coverage, partnering with clients, sales, and data operations to surface high-impact sourcing opportunities. • Maintain working knowledge of vendor licensing terms and entitlement workflows, ensuring sourcing and onboarding decisions are made with clear visibility into contractual constraints and cost implications. • Partner with the licensing and finance functions to evaluate new data sourcing decisions against profitability, and provide product-level oversight on key licensing transitions (e.g., direct licensing migrations). • Contribute to the evolution of Addepar's Security Master, directly linking Market Data inputs into expanding the richness of information delivered to client and internal product teams. • Work closely with GTM, Sales, and Support to communicate Market Data changes proactively and serve as a product-informed partner on dataset capabilities, feed status, and onboarding timelines. • Understand Addepar's products and clients deeply, using those insights to drive new opportunities that improve client experience.
• Extensive relevant work experience and education that demonstrate proficiency in product management and user workflows • Deep understanding and familiarity with Market Data vendors (Bloomberg, LSEG, S&P, Morningstar, etc) and how to best source and implement their content • Domain expertise regarding market data processing and entitlement workflows, security mastering, and financial products as well as strong knowledge of the financial data ecosystem. • Experience with building and launching commercial data products within financial services. Understanding of data governance practices. • Ability to work cross functionally, particularly with engineering, operations, and GTM. • Practical knowledge of agile thinking and lean practices; creative (non-dogmatic) with project approaches, willingness to experiment, and ability to guide teams toward activities and processes that best suit project goals • Ability to identify the appropriate tools and techniques to accomplish objectives • Knowledge of SQL and ability to query data to find answers to product questions. Experience with Python and Databricks is a plus. • Experience and ability using AI tools to drive outcomes as a PM. • Ability to set your team up for success through leadership, sense of urgency, accountability, and initiative • Ability to partner with a variety of stakeholders (from highly technical to non-technical business colleagues) and work in a cross-functional setting • A confident and positive attitude with low ego; high degree of ingenuity, resourcefulness, and problem-solving skills; ability to work within ambiguity.
• Equal opportunity employer • Reasonable accommodations for individuals with disabilities • Global team events
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