Addepar
About Addepar
Addepar is a global technology and data company that provides a cloud-based wealth management software platform for financial advisors, family offices, and large financial institutions. The platform specializes in data aggregation, analytics, and portfolio reporting for complex investment portfolios.
Detected Buying Signals (2)
Proof Snippet (1)
The job description states the candidate will “define, manage, implement and optimize NetSuite and other internal Finance applications” and explicitly notes responsibilities to “Administer NetSuite” and “Administer ancillary financial systems: Coupa, Navan, etc.” These phrases indicate strong buying and implementation intent.
Proof Snippet (2)
The posting states: 'Lead and complete implementation projects onboarding new clients to the Addepar platform,' which is a clear responsibility for implementing a new software system.