Financial Technology Veteran Brings Track Record of Successful Worldwide Sales Leadership to Addepar

MOUNTAIN VIEW, CA – Addepar, a leading financial technology platform for the $120 trillion investment management industry, today announced the appointment of Jeff Ramseyer to the role of Vice President of Sales. Ramseyer will be responsible for leading Addepar’s global sales organization and will report to Karen White, President and Chief Operating Officer.

Ramseyer has spent more than 20 years in financial technology senior management, sales, and business development roles. Prior to Addepar, Ramseyer spent 10 years with S&P Capital IQ in New York and San Francisco where he was Senior Vice President West Region and helped grow the company to more than $400m in annual sales with 5,000 clients. Before Capital IQ, Jeff spent five years at Advent Software working closely with registered investment advisors, broker dealers, funds, and fund administrators. More recently Jeff co-founded Quiverity, a qualitative research and analytics company leveraging machine learning and natural language processing technology to identify investable trends for public investors. Jeff is a graduate of Princeton University.

“We are very fortunate to have Jeff on our team,” said White. “His focus on building successful long term client relationships, coupled with his deep industry expertise and sales leadership are perfect for Addepar as we scale the company to the next level.”

“I am very excited about the opportunity at Addepar. This company is transforming the investment management industry and establishing new standards for portfolio reporting and analysis,” said Ramseyer. “No other company has the technology and talent to provide clients with the kind of comprehensive solutions that we offer.”

About Addepar

Addepar is the financial operating system designed to bring common sense and ethical, data-driven investing to our financial world. Addepar handles all types of assets in any currency so investors and advisors have a clearer financial picture at every level, all in one place. With customizable reporting, financial advisors can visualize and communicate relevant information to anyone who needs it. Secure, scalable, and fast, Addepar is purpose-built to power the global financial system. With offices in Silicon Valley, New York, Chicago and Salt Lake City, Addepar works with more than 200 single and multi-family offices, wealth advisors, large financial institutions, endowments and foundations representing more than $500 billion assets under management. Learn more at