Careers at Addepar1

Who We Are Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows. More than 1,500 firms in 60 countries use Addepar to manage and advise on nearly $10 trillion in assets. Its open platform integrates with 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and levels of complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, São Paulo, London, Edinburgh, Geneva, Warsaw, Dubai, Pune and Singapore. The Role The Applied AI team works embedded with Addepar's strategic clients to figure out where AI can change how they work and then build those capabilities from scratch. You'll spend time understanding a client's world, identify what's worth building, prototype it, prove it works, and then partner with core engineering teams to ship it as product for all customers. As an Applied AI Engineer, you'll build agentic systems from idea through production. The work starts with understanding the problem well enough to know what to build, then moves fast through prototyping and iteration. You'll design agent behavior, wire up tool integrations, tune evaluations until the AI actually works in practice. You'll sit close to the people who use what you build, and that feedback loop is how both the product and your skills grow fast. The team is new. Your work shapes what we ship. This role may require occasional work outside standard business hours to accommodate client time zones and up to 15% travel to client sites, including occasional overnight and multi-day engagements. Applicants must have, and maintain, the right to work in the United Kingdom from the first day of employment. Please note that visa sponsorship is not available for this role. What You'll Do Build AI-powered agents and tools end-to-end: identify the problem with clients and domain experts, prototype quickly, evaluate rigorously, and ship to production Design and implement LLM integrations including prompt engineering, function calling, structured outputs, and retrieval-augmented workflows Define evaluation criteria and build test harnesses for AI systems where correctness is ambiguous and domain-specific Work directly with clients to understand their workflows, validate AI behavior, and iterate toward production quality Partner with core engineering teams to generalize client-specific work into product features Contribute to shared AI infrastructure (agent frameworks, tool integrations, deployment pipelines) Monitor and maintain production AI systems with attention to reliability, cost, and performance Who You Are Prior professional software engineering experience Professional experience with Python (the team's primary language) Experience working with LLM APIs (Claude, GPT, or similar) including function calling and structured outputs Comfort with SQL for data exploration and building data-grounded AI workflows Experience with AI-assisted development tools (Claude Code, Codex, or similar) You've built something from zero to one. You're drawn to figuring out what to build, not just building what's specified. A bias for action. You ship quickly, learn from feedback, and iterate. You see projects through from prototype to production and care about what the client experiences, not what the code does BS/MS in Computer Science, Mathematics, or another quantitative field, or equivalent experience Nice to Have Experience building agentic systems (multi-step tool use, agent orchestration, durable workflows) Experience with additional backend languages (Java is valuable in our environment) Familiarity with financial data (portfolios, transactions, securities, accounting) Exposure to cloud infrastructure (AWS) and container-based deployments Experience with evaluation frameworks or methodologies for measuring AI system quality Our Values Act Like an Owner - Think and operate with intention, purpose and care. Own outcomes. Build Together - Collaborate to unlock the best solutions. Deliver lasting value. Champion Our Clients - Exceed client expectations. Our clients’ success is our success. Drive Innovation - Be bold and unconstrained in problem solving. Transform the industry. Embrace Learning - Engage our community to broaden our perspective. Bring a growth mindset. In addition to our core values, Addepar is proud to be an equal opportunity employer. We seek to bring together diverse ideas, experiences, skill sets, perspectives, backgrounds and identities to drive innovative solutions. We commit to promoting a welcoming environment where inclusion and belonging are held as a shared responsibility. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation. PHISHING SCAM WARNING: Addepar is among several companies recently made aware of a phishing scam involving con artists posing as hiring managers recruiting via email, text and social media. The imposters are creating misleading email accounts, conducting remote “interviews,” and making fake job offers in order to collect personal and financial information from unsuspecting individuals. Please be aware that no job offers will be made from Addepar without a formal interview process. Additionally, Addepar will not ask you to purchase equipment or supplies as part of your onboarding process. If you have any questions, please reach out to [email protected] .

Who We Are Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows. More than 1,500 firms in 60 countries use Addepar to manage and advise on nearly $10 trillion in assets. Its open platform integrates with 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and levels of complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, São Paulo, London, Edinburgh, Geneva, Warsaw, Dubai, Pune and Singapore. The Role We are currently seeking a Senior Software Engineer to join the Alternatives Data Management (ADM) team. Our team is building AI-powered data products and workflow solutions that unlock transparency, efficiency, and insight in private market investments. You’ll join a talented full-stack team of engineers and work on distributed services that are used across the entire ADM engineering stack. Applicants must have, and maintain, the right to work in the United Kingdom from the first day of employment. Please note that visa sponsorship is not available for this role. What You’ll Do Architect, implement, and maintain engineering solutions to solve complex problems; write well-designed, testable code. Independently deliver high-value projects from design through delivery. Collaborate with product managers on product requirements iterations, design feasibility and user feedback. Learn and promote best engineering practices. Document software functionality, system design, and project plans. Mentor junior engineers, provide clear and constructive guidance Collaborate with engineers and stakeholders from other teams to resolve technical issues or coordinate dependencies Who You Are Bachelor’s degree in Computer Science or equivalent experience Extensive software engineering experience Track record of leading technical initiatives from design through delivery Comfortable working independently, with a bias for action Strong ownership mentality and drive to solve the most important problems Excel at written and verbal communication Experience with financial services or wealth management operations Experience with object-oriented programming Experience with AWS or another cloud platform Experience with IaC (infrastructure as code), preferably Terraform Experience with gen AI for coding Our Values Act Like an Owner - Think and operate with intention, purpose and care. Own outcomes. Build Together - Collaborate to unlock the best solutions. Deliver lasting value. Champion Our Clients - Exceed client expectations. Our clients’ success is our success. Drive Innovation - Be bold and unconstrained in problem solving. Transform the industry. Embrace Learning - Engage our community to broaden our perspective. Bring a growth mindset. In addition to our core values, Addepar is proud to be an equal opportunity employer. We seek to bring together diverse ideas, experiences, skill sets, perspectives, backgrounds and identities to drive innovative solutions. We commit to promoting a welcoming environment where inclusion and belonging are held as a shared responsibility. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation. PHISHING SCAM WARNING: Addepar is among several companies recently made aware of a phishing scam involving con artists posing as hiring managers recruiting via email, text and social media. The imposters are creating misleading email accounts, conducting remote “interviews,” and making fake job offers in order to collect personal and financial information from unsuspecting individuals. Please be aware that no job offers will be made from Addepar without a formal interview process. Additionally, Addepar will not ask you to purchase equipment or supplies as part of your onboarding process. If you have any questions, please reach out to [email protected] .

Who We Are Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows. More than 1,500 firms in 60 countries use Addepar to manage and advise on nearly $10 trillion in assets. Its open platform integrates with 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and levels of complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, São Paulo, London, Edinburgh, Geneva, Warsaw, Dubai, Pune and Singapore. The Role We are seeking a Staff Full Stack Software Engineer to join the Advisor Experience team as our Technical Lead. Our team is focused on building tools for financial advisors to grow and sustain their business. We oversee bespoke products for advisors and develop advisor-focused capabilities throughout the Addepar platform. In this role, you will be the primary technical anchor for new capabilities including Secure Message Center — a compliant messaging experience built into Addepar's client portal that allows advisors and their clients to communicate directly within the platform. You will partner directly with Engineering Leadership and Product Management to build a modern, scalable architecture from the ground up. Beyond system design, you will act as a true engineering multiplier: setting technical standards, mentoring junior and mid-level engineers, and working alongside other senior engineers and AI specialists to deliver high-impact advisor tools. Applicants must be legally authorized to work in the United States for any employer without requiring current or future visa sponsorship (for example, employment-based visas such as H-1B, F-1/OPT, or similar), and must be authorized to begin work in the U.S. on their first day of employment. What You'll Do Architect, implement, and maintain full-stack engineering solutions to solve complex problems; write well-designed, efficient, and maintainable code that is scalable and extensible across frontend and backend systems Shape technical direction for the team by establishing engineering standards, contributing to shared libraries, and driving design reviews across the full stack Mentor, coach, and empower other engineers, identifying skill gaps and fostering professional growth through pairing, code review, and technical guidance Contribute to an inclusive and high-performing team culture Collaborate effectively with product managers, designers, and engineers across time zones to align on priorities and deliver outcomes Communicate technical ideas and set direction on projects with a focus on solving business challenges Who You Are B.S. or M.S. in Computer Science or similar technical field of study, or equivalent practical experience 8+ years of software engineering experience, with experience at the Staff level or above preferred Strong proficiency across the full stack, including modern frontend frameworks (e.g., Svelte, React, Vue) and server-side languages such as Java Demonstrated experience designing, building, and maintaining complex distributed systems and scalable web applications in production Strong understanding of backend architecture, API design, microservices, and server-side integration patterns Experience building in greenfield spaces and creating 0-1 products A track record of mentoring other engineers, setting high bars for code quality, and building an inclusive, growth-oriented engineering culture Demonstrable knowledge of using AI in a professional engineering environment Background or interest in wealth management, fintech, or financial advisor workflows Addepar takes a market-based approach to pay. A successful candidate's starting pay will be determined based on the role, job-related skills, experience, qualifications, work location, and market conditions. The range displayed on each job posting reflects the minimum and maximum target base salary for this role within the United States. Compensation for this role includes base salary + bonus + equity + benefits. Your recruiter can share more about the specific salary range for your preferred location during the hiring process. Additionally, these ranges reflect the base salary only, and do not include bonus, equity, or benefits. Base Salary Range $158,000 — $248,000 USD Our Values Act Like an Owner - Think and operate with intention, purpose and care. Own outcomes. Build Together - Collaborate to unlock the best solutions. Deliver lasting value. Champion Our Clients - Exceed client expectations. Our clients’ success is our success. Drive Innovation - Be bold and unconstrained in problem solving. Transform the industry. Embrace Learning - Engage our community to broaden our perspective. Bring a growth mindset. In addition to our core values, Addepar is proud to be an equal opportunity employer. We seek to bring together diverse ideas, experiences, skill sets, perspectives, backgrounds and identities to drive innovative solutions. We commit to promoting a welcoming environment where inclusion and belonging are held as a shared responsibility. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation. PHISHING SCAM WARNING: Addepar is among several companies recently made aware of a phishing scam involving con artists posing as hiring managers recruiting via email, text and social media. The imposters are creating misleading email accounts, conducting remote “interviews,” and making fake job offers in order to collect personal and financial information from unsuspecting individuals. Please be aware that no job offers will be made from Addepar without a formal interview process. Additionally, Addepar will not ask you to purchase equipment or supplies as part of your onboarding process. If you have any questions, please reach out to [email protected] .

Who We Are Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows. More than 1,500 firms in 60 countries use Addepar to manage and advise on nearly $10 trillion in assets. Its open platform integrates with 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and levels of complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, São Paulo, London, Edinburgh, Geneva, Warsaw, Dubai, Pune and Singapore. The Role We are currently seeking a staff software engineer to join the Alternatives Data Management (ADM) team. Our team is building AI-powered data products and workflow solutions that unlock transparency, efficiency, and insight in private market investments. You’ll join a talented full-stack team of engineers and work on distributed services that are used across the entire ADM engineering stack. Applicants must have, and maintain, the right to work in the United Kingdom from the first day of employment. Please note that visa sponsorship is not available for this role. What You’ll Do Own the end-to-end delivery of complex, multi-month initiatives within ADM, including work that spans team boundaries. Anticipate risks and unblock dependencies before they become delivery blockers. Lead technical designs for new products and workflow solutions, aligned with ADM and Addepar’s longer-term strategy. Solicit feedback and build consensus. Write exemplary, highly performant, and scalable code and frameworks. Evangelize and promote best engineering practices. Serve as a primary technical point of contact. Initiate and lead collaboration with cross-functional teams to resolve complex application and infrastructure issues. Mentor engineers, identify skill gaps and help shape their technical development. Communicate technical strategy, trade-offs, and architectural direction clearly to both engineering and non-engineering stakeholders. Who You Are Bachelor’s degree in Computer Science or equivalent experience Extensive software engineering experience Track record of leading technical initiatives from design through delivery Comfortable working independently, with a bias for action Strong ownership mentality and drive to solve the most important problems Excel at written and verbal communication Experience with financial services or wealth management operations Experience with object-oriented programming Experience with AWS or another cloud platform Experience with IaC (infrastructure as code), preferably Terraform Experience with gen AI for coding Our Values Act Like an Owner - Think and operate with intention, purpose and care. Own outcomes. Build Together - Collaborate to unlock the best solutions. Deliver lasting value. Champion Our Clients - Exceed client expectations. Our clients’ success is our success. Drive Innovation - Be bold and unconstrained in problem solving. Transform the industry. Embrace Learning - Engage our community to broaden our perspective. Bring a growth mindset. In addition to our core values, Addepar is proud to be an equal opportunity employer. We seek to bring together diverse ideas, experiences, skill sets, perspectives, backgrounds and identities to drive innovative solutions. We commit to promoting a welcoming environment where inclusion and belonging are held as a shared responsibility. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation. PHISHING SCAM WARNING: Addepar is among several companies recently made aware of a phishing scam involving con artists posing as hiring managers recruiting via email, text and social media. The imposters are creating misleading email accounts, conducting remote “interviews,” and making fake job offers in order to collect personal and financial information from unsuspecting individuals. Please be aware that no job offers will be made from Addepar without a formal interview process. Additionally, Addepar will not ask you to purchase equipment or supplies as part of your onboarding process. If you have any questions, please reach out to [email protected] .

Who We Are Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows. More than 1,500 firms in 60 countries use Addepar to manage and advise on nearly $10 trillion in assets. Its open platform integrates with 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and levels of complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, São Paulo, London, Edinburgh, Geneva, Warsaw, Dubai, Pune and Singapore. The Role We are currently seeking a staff software engineer to join Addepar's Files Platform team! This team is responsible for Addepar's enterprise file management platform — building the distributed systems that power secure file storage, access control, and third-party integrations for wealth management firms. In this role, you'll tackle challenges at the intersection of distributed systems, event-driven architectures, and enterprise-scale access control — designing solutions that scale from small advisory firms to the largest wealth managers in the world. We want people who are excited by hard distributed systems problems: designing idempotent event-driven pipelines and building infrastructure that handles bursty workloads while meeting strict latency SLAs. If you've built systems that reconcile state across service boundaries, worked on event-driven architectures at scale, or are passionate about solving complex authorization and data access problems, join us! Applicants must be legally authorized to work in the United States for any employer without requiring current or future visa sponsorship (for example, employment-based visas such as H-1B , F-1 /OPT, or similar), and must be authorized to begin work in the U.S. on their first day of employment. What You’ll Do Architect, implement, and maintain backend services that manage file storage, permissions synchronization, and third-party integrations at enterprise scale — writing well-designed, testable code. Design and build event-driven systems for real-time permission propagation across Addepar's financial graph and external storage providers, meeting compliance revocation SLAs. Collaborate effectively with product managers, engineers, security, and compliance partners on projects involving sensitive data access controls. Contribute to migration efforts (e.g., FileVault to Box, webhook consolidation, folder structure evolution) ensuring zero-downtime rollouts for production firms. Mentor other engineers on the team and promote engineering best practices and principles. Explore and build AI-powered capabilities for intelligent file processing, automated metadata extraction, and content-aware workflows Evaluate emerging third-party file platform capabilities to expand Addepar's file management offerings Who You Are 7+ years of professional backend software engineering experience B.S., or M.S. in Computer Science or similar technical field of study Experience with server-side languages like Java, Python, or C++ Experience with relational databases (MySQL, Postgres, SQL Server) Ability to complete complex projects involving partners across multiple teams Excellent written and verbal communication skills [Bonus] Experience with building scalable cloud infrastructure on AWS [Bonus] Working with File System vendors Addepar takes a market-based approach to pay. A successful candidate's starting pay will be determined based on the role, job-related skills, experience, qualifications, work location, and market conditions. The range displayed on each job posting reflects the minimum and maximum target base salary for this role within the United States. Compensation for this role includes base salary + bonus + equity + benefits. Your recruiter can share more about the specific salary range for your preferred location during the hiring process. Additionally, these ranges reflect the base salary only, and do not include bonus, equity, or benefits. Base Salary Range $158,000 — $248,000 USD Our Values Act Like an Owner - Think and operate with intention, purpose and care. Own outcomes. Build Together - Collaborate to unlock the best solutions. Deliver lasting value. Champion Our Clients - Exceed client expectations. Our clients’ success is our success. Drive Innovation - Be bold and unconstrained in problem solving. Transform the industry. Embrace Learning - Engage our community to broaden our perspective. Bring a growth mindset. In addition to our core values, Addepar is proud to be an equal opportunity employer. We seek to bring together diverse ideas, experiences, skill sets, perspectives, backgrounds and identities to drive innovative solutions. We commit to promoting a welcoming environment where inclusion and belonging are held as a shared responsibility. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation. PHISHING SCAM WARNING: Addepar is among several companies recently made aware of a phishing scam involving con artists posing as hiring managers recruiting via email, text and social media. The imposters are creating misleading email accounts, conducting remote “interviews,” and making fake job offers in order to collect personal and financial information from unsuspecting individuals. Please be aware that no job offers will be made from Addepar without a formal interview process. Additionally, Addepar will not ask you to purchase equipment or supplies as part of your onboarding process. If you have any questions, please reach out to [email protected] .

Who We Are Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows. More than 1,500 firms in 60 countries use Addepar to manage and advise on nearly $10 trillion in assets. Its open platform integrates with 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and levels of complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, São Paulo, London, Edinburgh, Geneva, Warsaw, Dubai, Pune and Singapore. The Role We are seeking a Precompute Platform Lead to own and scale Addepar's precompute layer — the platform that pre-calculates financial analytics and transparently integrates precomputed and real-time results, delivering step-change improvements in query latency and concurrency for enterprise-scale wealth management firms. The team operates on terabyte-scale datasets, leveraging vector-oriented programming and distributed systems to enable sub-second performance. You will lead the evolution of this capability from targeted use cases to a platform-wide performance layer — solving hard problems in incremental computation, vectorised processing, and distributed data architecture as you scale. Applicants must have, and maintain, the right to work in the United Kingdom from the first day of employment. Please note that visa sponsorship is not available for this role. What You’ll Do Own the precompute platform roadmap in partnership with Product and engineering leadership, defining and meeting aggressive performance KPIs for daily processing, incremental processing, and query latency across enterprise clients Architect, implement, and maintain engineering solutions to solve sophisticated problems; reduce complexity through the adoption of strategic data architecture and workflows Drive integration with core compute infrastructure, growing the share of query traffic served through the precompute layer Continue global region support, building a repeatable architecture that scales across Addepar's multi-region deployment Drive deeper vectorisation of the calculation layer, moving compute-intensive factor math from row-by-row execution into the columnar engine for step-change throughput improvements Improve team efficiency by engaging with operational partners Drive Data Governance outcomes by integrating Data Publisher Responsibilities into precompute data creation workflows and achieving Data Health indicators for precompute artifacts Who You Are B.S., M.S., or Ph.D. in Mathematics, Statistics, or similar numerate field (or equivalent practical experience). Extensive background in software engineering or data platform roles, with significant experience in performance engineering under large scale and high-concurrency systems A hands-on engineering leader with demonstrated experience in vector-based data processing Experience leading global, distributed engineering teams through production system transformation Strong cloud data infrastructure background — AWS, Databricks, Kubernetes Cross-team technical influence — demonstrated ability to facilitate constructive discussions around complex technical and organisational issues and drive architectural decisions across team boundaries Data-driven prioritisation mindset — you build and act on usage analytics and cost/performance/accuracy tradeoffs, not just receive them Data Governance experience — familiarity with publisher responsibilities, data health indicators, and building governance into engineering workflows Finance or wealth management domain knowledge is a plus but not required A confident and positive outlook with low ego; high degree of ingenuity, resourcefulness, and problem-solving skills Our Values Act Like an Owner - Think and operate with intention, purpose and care. Own outcomes. Build Together - Collaborate to unlock the best solutions. Deliver lasting value. Champion Our Clients - Exceed client expectations. Our clients’ success is our success. Drive Innovation - Be bold and unconstrained in problem solving. Transform the industry. Embrace Learning - Engage our community to broaden our perspective. Bring a growth mindset. In addition to our core values, Addepar is proud to be an equal opportunity employer. We seek to bring together diverse ideas, experiences, skill sets, perspectives, backgrounds and identities to drive innovative solutions. We commit to promoting a welcoming environment where inclusion and belonging are held as a shared responsibility. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation. PHISHING SCAM WARNING: Addepar is among several companies recently made aware of a phishing scam involving con artists posing as hiring managers recruiting via email, text and social media. The imposters are creating misleading email accounts, conducting remote “interviews,” and making fake job offers in order to collect personal and financial information from unsuspecting individuals. Please be aware that no job offers will be made from Addepar without a formal interview process. Additionally, Addepar will not ask you to purchase equipment or supplies as part of your onboarding process. If you have any questions, please reach out to [email protected] .

Who We Are Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows. More than 1,500 firms in 60 countries use Addepar to manage and advise on nearly $10 trillion in assets. Its open platform integrates with 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and levels of complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, São Paulo, London, Edinburgh, Geneva, Warsaw, Dubai, Pune and Singapore. The Role The Advisor Experience team builds bespoke solutions for financial advisors to grow and sustain their business, starting with a new secure messaging experience. As a Senior Software Engineer with a frontend emphasis, you will be the primary owner of the team’s user interface layer — crafting modern, performant, and intuitive experiences that financial advisors rely on daily. You will lead frontend architecture decisions, build and maintain component systems, and collaborate closely with Product Design to translate complex advisor workflows into elegant, accessible interfaces. While your primary impact will be on the frontend, you will work across the full stack as needed to deliver complete features and integrate with backend services and APIs. Applicants must be legally authorized to work in the United States for any employer without requiring current or future visa sponsorship (for example, employment-based visas such as H-1B , F-1 /OPT, or similar), and must be authorized to begin work in the U.S. on their first day of employment. What You’ll Do Lead frontend development for the Advisor Experience Secure Messaging product, building rich, performant user interfaces using modern web frameworks. Design and maintain scalable frontend architecture, including component libraries, state management patterns, and client-side data layer integration. Partner closely with Product Design to translate wireframes and prototypes into polished, accessible interfaces that delight users. Integrate frontend experiences with backend APIs and services, collaborating with backend engineers to define optimal API contracts. Champion frontend best practices including accessibility, performance optimization, responsive design, and automated testing. Who You Are You have a B.S. or M.S. in Computer Science or a similar technical field, or equivalent practical experience. You have 5+ years of professional software engineering experience, with most of that time focused on frontend development. You have deep experience with at least one modern frontend framework (React, Svelte, Vue, or similar) and genuine curiosity about how they work under the hood. Experience with Ember.js migration is a strong plus. You've built and maintained component libraries, design systems, or shared UI infrastructure — you care about reusable, well-structured code that other engineers actually want to use. You're comfortable navigating a backend codebase when needed — reading and contributing to server-side code in Java, Node.js, or similar. You have a strong intuition for frontend performance and know how to diagnose and resolve issues across the rendering and bundling pipeline. You're familiar with AI-assisted development workflows and see them as a natural part of how modern software gets built. Experience with real-time data, messaging infrastructure, or rich interactive experiences is a plus — especially if you've worked with web sockets or streaming APIs. You have a background or strong interest in fintech, wealth management, or financial advisor workflows. Addepar takes a market-based approach to pay. A successful candidate's starting pay will be determined based on the role, job-related skills, experience, qualifications, work location, and market conditions. The range displayed on each job posting reflects the minimum and maximum target base salary for this role within the United States. Compensation for this role includes base salary + bonus + equity + benefits. Your recruiter can share more about the specific salary range for your preferred location during the hiring process. Additionally, these ranges reflect the base salary only, and do not include bonus, equity, or benefits. Base Salary Range $134,000 — $209,000 USD Our Values Act Like an Owner - Think and operate with intention, purpose and care. Own outcomes. Build Together - Collaborate to unlock the best solutions. Deliver lasting value. Champion Our Clients - Exceed client expectations. Our clients’ success is our success. Drive Innovation - Be bold and unconstrained in problem solving. Transform the industry. Embrace Learning - Engage our community to broaden our perspective. Bring a growth mindset. In addition to our core values, Addepar is proud to be an equal opportunity employer. We seek to bring together diverse ideas, experiences, skill sets, perspectives, backgrounds and identities to drive innovative solutions. We commit to promoting a welcoming environment where inclusion and belonging are held as a shared responsibility. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation. PHISHING SCAM WARNING: Addepar is among several companies recently made aware of a phishing scam involving con artists posing as hiring managers recruiting via email, text and social media. The imposters are creating misleading email accounts, conducting remote “interviews,” and making fake job offers in order to collect personal and financial information from unsuspecting individuals. Please be aware that no job offers will be made from Addepar without a formal interview process. Additionally, Addepar will not ask you to purchase equipment or supplies as part of your onboarding process. If you have any questions, please reach out to [email protected] .

Who We Are Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows. More than 1,500 firms in 60 countries use Addepar to manage and advise on nearly $10 trillion in assets. Its open platform integrates with 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and levels of complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, São Paulo, London, Edinburgh, Geneva, Warsaw, Dubai, Pune and Singapore. The Role We are seeking a Senior AI Engineer to join our AI Platform team. The AI Platform team is focused on enabling and building disruptive, innovative solutions to transform the wealth technology landscape with AI across our product suite and is growing quickly. As a Senior AI Engineer, you will be responsible for architecting, leading, and driving the execution of the core AI capabilities that power our platform. This is a high-impact role for an engineer who thrives on the frontier of applied AI and maintains a relentless focus on shipping. You will not just work with LLMs and agentic frameworks; you will own the end-to-end delivery of AI-native products, ensuring that cutting-edge AI systems are hardened into robust, scalable, and high-performance production systems. What You’ll Do Drive the end-to-end execution and delivery of AI-native products, moving from initial prototype to scalable production services with high velocity. Architect, build, and productionize core components of our AI platform – including: LLMs and the surrounding ecosystem (e.g., vector DBs, prompt tuning, etc.) Agentic frameworks Core agent capabilities like MCP/ cross-platform tool use, web browsing, computer use Enforce technical discipline and operational excellence for all of our AI products. Rapidly iterate on AI products based on performance metrics and user feedback to drive continuous improvement. Lead the evaluation and adoption of new AI technologies and frameworks to keep Addepar on the frontier of the industry. Partner with product managers and other engineering teams to translate strategic goals into technical realities, abstracting AI complexity so they can iterate quickly. Who You Are 3-6+ years of professional experience in backend software engineering, with expertise in programming languages/technologies like Python, Golang, gRPC, AWS, and Kubernetes. Proven track record of owning and shipping complex, production-grade systems. Proven experience shipping and maintaining AI-native products or features, or demonstrable passion through significant personal projects in AI. Deep ownership mindset, seeing projects through to completion and raising the bar for execution across the team. A strong bias for action, with a passion for shipping rapidly and iterating with feedback. BS/MS in Computer Science, Statistics, Mathematics, or another quantitative field, or equivalent experience. Bonus Points (Preferred Qualifications): Specific experience with LLMs and agentic systems. Hands-on experience with technologies in the modern AI/LLM ecosystem, such as Databricks, Langchain, or MLFlow. Advanced understanding of the probabilistic systems underpinning modern LLMs. Experience building AI products in highly accuracy-sensitive domains such as finance is a plus. Addepar takes a market-based approach to pay. A successful candidate's starting pay will be determined based on the role, job-related skills, experience, qualifications, work location, and market conditions. The range displayed on each job posting reflects the minimum and maximum target base salary for this role within the United States. Compensation for this role includes base salary + bonus + equity + benefits. Your recruiter can share more about the specific salary range for your preferred location during the hiring process. Additionally, these ranges reflect the base salary only, and do not include bonus, equity, or benefits. Base Salary Range $188,000 — $235,000 USD Our Values Act Like an Owner - Think and operate with intention, purpose and care. Own outcomes. Build Together - Collaborate to unlock the best solutions. Deliver lasting value. Champion Our Clients - Exceed client expectations. Our clients’ success is our success. Drive Innovation - Be bold and unconstrained in problem solving. Transform the industry. Embrace Learning - Engage our community to broaden our perspective. Bring a growth mindset. In addition to our core values, Addepar is proud to be an equal opportunity employer. We seek to bring together diverse ideas, experiences, skill sets, perspectives, backgrounds and identities to drive innovative solutions. We commit to promoting a welcoming environment where inclusion and belonging are held as a shared responsibility. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation. PHISHING SCAM WARNING: Addepar is among several companies recently made aware of a phishing scam involving con artists posing as hiring managers recruiting via email, text and social media. The imposters are creating misleading email accounts, conducting remote “interviews,” and making fake job offers in order to collect personal and financial information from unsuspecting individuals. Please be aware that no job offers will be made from Addepar without a formal interview process. Additionally, Addepar will not ask you to purchase equipment or supplies as part of your onboarding process. If you have any questions, please reach out to [email protected] .

Who We Are Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows. More than 1,500 firms in 60 countries use Addepar to manage and advise on nearly $10 trillion in assets. Its open platform integrates with 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and levels of complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, São Paulo, London, Edinburgh, Geneva, Warsaw, Dubai, Pune and Singapore. The Role Join Addepar’s innovative data and intelligence initiatives! We're seeking a Senior Software Engineer to craft and build a Data Analytics Platform, enabling our teams to make data driven decisions every day Applicants must be legally authorized to work in the United States for any employer without requiring current or future visa sponsorship (for example, employment-based visas such as H-1B, F-1/OPT, or similar), and must be authorized to begin work in the U.S. on their first day of employment. What You’ll Do Build and scale a comprehensive platform, formalizing and optimizing data analytics across teams Collaborate with product managers and engineers to understand requirements, and architect solutions for sophisticated data and workflow challenges Use core Addepar systems like the Data Lakehouse to advise and strategize Ops and Data Governance infrastructure Simplify processes by promoting strategic data architecture and optimized workflows Who You Are 5+ years of relevant work experience that shows proficiency in platform development, particularly in enabling data engineering outcomes Must have strong experience with Java or Python Proficient in one or more cloud platforms (AWS, GCP, Azure), with hands-on experience in cloud infrastructure and handling data analytics workloads Strong expertise in CI/CD for data engineering pipelines—building, automating, and optimizing the pipeline lifecycle Skilled in monitoring and observability tools like FiddlerAI, Datadog, and Grafana to track system performance, and system health Knowledge of Infrastructure as Code tools (Terraform, Ansible, CloudFormation) for consistent, scalable environment setups A collaborative, low-ego problem-solver who takes ownership and delivers results [Bonus] Experience in handling large-scale datasets and high velocity data streams [Bonus] Familiarity with the financial domain [Bonus] PySpark and Databricks experience (or similar technologies with a willingness to cross-train) Addepar takes a market-based approach to pay. A successful candidate's starting pay will be determined based on the role, job-related skills, experience, qualifications, work location, and market conditions. The range displayed on each job posting reflects the minimum and maximum target base salary for this role within the United States. Compensation for this role includes base salary + bonus + equity + benefits. Your recruiter can share more about the specific salary range for your preferred location during the hiring process. Additionally, these ranges reflect the base salary only, and do not include bonus, equity, or benefits. Base Salary Range $134,000 — $209,000 USD Our Values Act Like an Owner - Think and operate with intention, purpose and care. Own outcomes. Build Together - Collaborate to unlock the best solutions. Deliver lasting value. Champion Our Clients - Exceed client expectations. Our clients’ success is our success. Drive Innovation - Be bold and unconstrained in problem solving. Transform the industry. Embrace Learning - Engage our community to broaden our perspective. Bring a growth mindset. In addition to our core values, Addepar is proud to be an equal opportunity employer. We seek to bring together diverse ideas, experiences, skill sets, perspectives, backgrounds and identities to drive innovative solutions. We commit to promoting a welcoming environment where inclusion and belonging are held as a shared responsibility. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation. PHISHING SCAM WARNING: Addepar is among several companies recently made aware of a phishing scam involving con artists posing as hiring managers recruiting via email, text and social media. The imposters are creating misleading email accounts, conducting remote “interviews,” and making fake job offers in order to collect personal and financial information from unsuspecting individuals. Please be aware that no job offers will be made from Addepar without a formal interview process. Additionally, Addepar will not ask you to purchase equipment or supplies as part of your onboarding process. If you have any questions, please reach out to [email protected] .

Who We Are Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows. More than 1,500 firms in 60 countries use Addepar to manage and advise on nearly $10 trillion in assets. Its open platform integrates with 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and levels of complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, São Paulo, London, Edinburgh, Geneva, Warsaw, Dubai, Pune and Singapore. The Role We are currently seeking a Staff Software Engineer with AI/ML background to join our Reference Data team. The reference data team at Addepar is responsible to manage the data reconciliation and curation process for market data providers to build a single source of truth and provide alignment across public and alternative investment data products for the client to manage their investment portfolio. As an engineer on the team you will partner with product teams at Addepar to understand their business needs. The team is focused on enabling and building disruptive, innovative solutions to transform the wealth technology landscape with AI across our product suite and is growing quickly. You will be responsible for architecting, leading, and driving the execution of the core AI capabilities that power our platform. This is a high-impact role for an engineer who thrives on the frontier of applied AI and maintains a relentless focus on shipping. You will not just work with LLMs and agentic frameworks; you will own the end-to-end delivery of AI-native products, ensuring that cutting-edge AI systems are hardened into robust, scalable, and high-performance production systems. Applicants must have, and maintain, the right to work in the United Kingdom from the first day of employment. Please note that visa sponsorship is not available for this role. What You’ll Do Drive the end-to-end execution and delivery of AI-native products, moving from initial prototype to scalable production services with high velocity Architect, build, and productionize core components of our AI platform – including: LLMs and the surrounding ecosystem (e.g., vector DBs, prompt tuning, etc.) Agentic frameworks Core agent capabilities like MCP/ cross-platform tool use, web browsing, computer use Enforce technical discipline and operational excellence for all of our AI products Rapidly iterate on AI products based on performance metrics and user feedback to drive continuous improvement Lead the evaluation and adoption of new AI technologies and frameworks to keep Addepar on the frontier of the industry Partner with product managers and other engineering teams to translate strategic goals into technical realities, abstracting AI complexity so they can iterate quickly Collaborate closely with our engineering leads to define and implement our platform architecture to meet Addepar’s growth and scalability needs Evaluate and drive strategic business and technology decisions for the company and for customers Be a technical thought leader in multiple areas who educates and shares best practices. Your contributions deliver strategic and prescriptive guidance Who You Are B.S., or M.S. in Computer Science or similar technical field of study (or equivalent practical experience) Extensive software engineering experience Proven track record of owning and shipping complex, production-grade systems. Proven experience shipping and maintaining AI-native products or features, or demonstrable passion through significant personal projects in AI Deep ownership mindset, seeing projects through to completion and raising the bar for execution across the team A strong bias for action, with a passion for shipping rapidly and iterating with feedback BS/MS in Computer Science, Statistics, Mathematics, or another quantitative field, or equivalent experience [Preferred] Specific experience with LLMs and agentic systems [Preferred] Hands-on experience with technologies in the modern AI/LLM ecosystem, such as Databricks, Langchain, or MLFlow [Preferred] Advanced understanding of the probabilistic systems underpinning modern LLMs [Preferred] Experience building AI products in highly accuracy-sensitive domains such as finance is a plus Our Values Act Like an Owner - Think and operate with intention, purpose and care. Own outcomes. Build Together - Collaborate to unlock the best solutions. Deliver lasting value. Champion Our Clients - Exceed client expectations. Our clients’ success is our success. Drive Innovation - Be bold and unconstrained in problem solving. Transform the industry. Embrace Learning - Engage our community to broaden our perspective. Bring a growth mindset. In addition to our core values, Addepar is proud to be an equal opportunity employer. We seek to bring together diverse ideas, experiences, skill sets, perspectives, backgrounds and identities to drive innovative solutions. We commit to promoting a welcoming environment where inclusion and belonging are held as a shared responsibility. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation. PHISHING SCAM WARNING: Addepar is among several companies recently made aware of a phishing scam involving con artists posing as hiring managers recruiting via email, text and social media. The imposters are creating misleading email accounts, conducting remote “interviews,” and making fake job offers in order to collect personal and financial information from unsuspecting individuals. Please be aware that no job offers will be made from Addepar without a formal interview process. Additionally, Addepar will not ask you to purchase equipment or supplies as part of your onboarding process. If you have any questions, please reach out to [email protected] .