Our Meet Addepar series highlights the people behind the platform. This time we sat down with Kelly Paisley, who manages a team of account executives serving mid-market RIAs and single-family offices.
Addepeeps
Clients & Community
Following our platform's recent visual overhaul, at the 2025 Hackathon we turned our attention to a critical, high-touch element: client-facing emails in our Client Portal.
R&D
Addepeeps
Product
For years, the Feeds team operated with a conversion workflow that was effective but imperfect. Daily data exceptions contributed to a growing tech debt. At our 2025 Hackathon, they tackled this head-on.
R&D
Addepeeps
Platform
Born out of the 2025 Hackathon, the Contextual Audit Log moves us toward a more seamless and client-centric experience, delivering transparency with transaction edit history.
R&D
Addepeeps
Product
As our 2025 Hackathon came to a close, we sat down with our VP of User Experience and Design and Chief Client Officer to hear how client feedback is driving innovation.
Addepeeps
Clients & Community
R&D
In our Meet Addepar series, we sit down with the people at the heart of our success. Today, we speak to Rajiv Sharma, Director of Product Management for Addepar Navigator.
Clients & Community
Addepeeps
In our Meet Addepar series, we sit down with the people at the heart of our success. Today, we speak to Tara Coakley, Head of Strategic Network Firms.
Clients & Community
Addepeeps
In our Meet Addepar series, we sit down with the people at the heart of our success. Today, we speak to Jamie Signorile, Senior Director, Global Enterprise Solutions Engineering.
Clients & Community
Addepeeps
In our Meet Addepar series, we sit down with the people at the heart of our success. Today, we speak to Kendall Preusch, Senior Manager for the Core Account Management team at Addepar.
Clients & Community
Addepeeps
In our Meet Addepar series, we sit down with the people at the heart of our success. Today, we speak to Travis Larsen, Director of the Technical Solutions Architect team at Addepar.
Clients & Community
Addepeeps
Juan Sabater has more than 25 years of private equity investing and investment banking experience. He’s currently co-president and partner at Valor Equity Partners, where he focuses on investor relations,...
Addepeeps
Addepar’s AddeU Internship Program’s goal is to create a community that attracts new and diverse talent at the university level to contribute to meaningful projects at Addepar.
Addepeeps
Senior software engineering manager Tamar Weseley joined Addepar more than four years ago after graduating from the Massachusetts Institute of Technology.
Addepeeps
Through AddeParents, we have built a community to share our experiences working in a fast-paced, startup environment in the fintech space, while also balancing time with our families...
Addepeeps
Highly accomplished software product development leader Jijoe Vurghese joined Addepar with the mission to optimize engineers’ workflows and streamline processes to support the company’s accelerated growth...
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Melissa Gundling came to Addepar four years ago, bringing her unique professional background in performing arts and the non-profit sector as well as experience in legal marketing to grow a career in finance...
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Sairam shares the key to motivating his teams and developing the best ideas, which he says requires creativity and the freedom to test innovative approaches in problem solving...
Addepeeps
We recently had a chance to explore what makes Addepar so exciting for engineers, and learn about the opportunities to make a difference by putting clients at the center...
Addepeeps
This is the first week of Black History Month - a time when Addepar is proud to honor and reflect on the diverse achievements of African-Americans throughout our nation’s history.
Addepeeps
During this Pride month, AddePride wishes to extend our greetings to our members, allies, and friends for their continued support. We also want to acknowledge that this year, Pride is different...
Addepeeps
Last October, as a part of our ten year anniversary celebration and one of our company hackathons, we announced an initiative to connect every employee’s individual passions with the opportunity to...
Addepeeps
Addepar is celebrating its 10 year anniversary this week! We’ll reiterate our founding vision from 2009, celebrate the tremendous accomplishments we’ve achieved as a team and with our clients and partners,...
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The Addepar New York office was transformed into a fun zone on August 21 as nearly 20 children accompanied their parents to work...
Addepeeps
Don Nilsson recently joined Addepar as Chief Product Officer to drive the development of our platform that specializes in data aggregation, analytics, and portfolio reporting to provide insights and clarity...
Addepeeps
Jigar Shah had two graduate summer internships in the bag when he got the call from Addepar. What sealed the deal?...
Addepeeps