Build AI that
understands trillions

While models are becoming commodities, models that understand and enable real financial decisions are rare. Join us.

See what you'd build

Build here

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assets on platform

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leading firms globally

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R&D investment annually

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full-time employees

Our AI mission

Over the past 15+ years, the Addepar platform has served the world’s most complex financial portfolios and sophisticated investors. The result is a unified data foundation with multi-layered financial data ontology capable of representing the real structure of investment management. Beyond securities, we model entities, ownership, portfolios, legal structures, private investments and the relationships between all of them across time. This foundation allows us to build sophisticated agents for the next generation of investment management

Problems we’re solving

Document intelligence

By extracting structured, ontology-consistent data from unstructured fund documents, you’re able to build multi-step agents that understand the complex tail of the messy world of alternative investments with production-grade accuracy.

Investment management agents

Next, you’ll develop more autonomous AI agents capable of reasoning through intricate financial primitives to power complex investment workflows.

Native AI amplifying human judgment

Addepar’s Addison turns natural language questions into trusted financial answers grounded in real portfolio data that investment professionals trust with their most critical decisions.

Why Now

Are you ready to
build what's next?

Our foundational data is solid

Years of investment in clean, connected, validated financial data across $9T+ in assets means no data debt or six-month cleanup before you start shipping.

AI is a company-level bet

Addison, ADX, Alts Data Management, Intelligent Statements — all are AI-powered products deployed today, powering greater efficiency, improved insights and AI workflows.

Your timing couldn’t be better

This is your moment to define how intelligence works in finance, and with financial professionals. You’re not inheriting someone else's decisions, you’re enabling them.

From the Team

Why they chose Addepar

What was appealing to me is that Addepar has gone through growth over the last five years, and that means there are challenges and problems to solve as we move into the next phase of growth. It is large enough that there are big problems to solve, and small enough that pretty much anyone within the company can feel and see the impact that they have.

Rhys McCaig

Principal Enterprise Architect

Building AI applications at Addepar presents unique and rewarding challenges, like producing reproducible, reliable results from an inherently nondeterministic process. I love the opportunity to work at the forefront of a rapidly evolving field, solving problems that didn't exist just a few years ago.

Keegan Li

Software Engineer

Addepar manages petabytes of complex financial data. Building AI systems that process data at this scale poses interesting constraints to ensure accuracy, security, and reliability of these systems, which has created a lot of very hard and interesting technical challenges for me to tackle.

Elaine Kim

Sr. Machine Learning Engineer

One thing that was really surprising for me about Addepar is that it's very much a tech-forward culture, which means we care a lot about experimentation, about moving fast, but then married with this rich, rich domain of the world of financial data as well as a love for our clients.

Arda Sahiner

Engineering Manager, Core AI

What I really love about Addepar is both the complexity of the problems that we get to solve as well as the scale and impact of the mission that we're actually solving, which for us is maximizing the impact of the world's capital.

Arda Sahiner

Engineering Manager, Core AI

What's different here

End-to-end ownership

You own the build from experimentation through production. We operate with a bias for action and passion for shipping.

Trusted data at scale

Build on one of the world's largest structured financial datasets — real portfolios, real transactions, real complexity.

Impact

Our clients are financial professionals at the frontier of scale and complexity. We work on accuracy-sensitive, highly-regulated challenges.

meet the team

The people building AI at Addepar

Kunal Gosar

Head of AI

Ashley Otherson

Head of Content Design

Charlotte Yuan

Staff Product Manager

Rhys McCaig