Staff Software Engineer, Addepar
Reference Data, AI/ML
More information about location
Investment portfolio management platform
Be an early applicant
Investment portfolio management platform
1001+ employees
Be an early applicant
More information about location
1001+ employees
Company mission
To bring data, technology and people together to help investors make better, more informed decisions.
Role
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
What the job involves
- 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
- 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
Our take
Investment advisers require speed, clarity and flexibility when managing client portfolios. Addepar is a wealth management software platform created with these requirements in mind. The platform aggregates portfolio, market, and client data in one place, allowing financial professionals to analyze and visualize the data they need.
Addepar currently tracks around $9 trillion of assets serving over 1,400 clients, including individual advisers, family offices, and large institutions such as AllianceBernstein, Bartlett Wealth Management, and Morgan Stanley.
The multi-unicorn company has been pursuing global expansion, opening its first office outside of the United States in Scotland in 2021 and a new London office in late 2022. It appointed new leadership members from companies like Oracle and Amazon Web Services. A Series G investment in 2025 is helping further accelerate its momentum as it continues to innovate its suite of solutions.
Steph
Company Specialist at Welcome to the Jungle
Insights
15% employee growth in 12 months
Company
Funding (last 2 of 8 rounds)
May 2025
$230m
SERIES G
Nov 2021
$130m
LATE VC
Total funding: $872.8m
Company benefits
- Equity: Stretch the idea of ownership beyond your day-to-day and take pride in being an owner in the growth of Addepar
- Global Hybrid Workforce: Whether you work remotely or on-site, you’ll have the opportunity to build and collaborate with colleagues around the world
- Flexible Time Off: Spend time traveling, celebrating with friends and family or relax on your schedule
- Benefits Packages: Competitive medical, dental and vision benefits along with a monthly wellness allowance to keep you healthy and happy
- Learning & Development Allowance: Your continued growth and development are important to us
- Dynamic Team: Strong investment in the best talent at the intersection of technology and finance
Company HQ
Midtown East, New York, NY
Leadership
Eric Poirier
(CEO)Prior to joining Addepar in 2013, Eric spent over 6 years at Palantir Technologies as a Director. They also spent over 3 years at Lehman Brothers working in Fixed Income Analytics.
Bob Pisani
(CTO)Bob joined Addepar in 2020 as a VP of Engineering, moving into the role of Senior VP of Engineering in 2023 and CTO in 2024. Previously, they were a Solutions Architecture for Private Equity at Amazon Web Services and also spent 13 years at Schonfeld Strategic Advisors in various roles, including Head of Development and CTO.
Eric Daniels
(CFO/COO)Prior to joining Addepar in 2022, Eric was the CFO at Real Capital Analytics and NRC National Response Corporation as well as the CFO/COO at AutomativeMastermind.
Janeen A. France
(Chief Client Officer)Janeen joined Addepar in 2020 as a Director/Co-Head of Account Management, since then, they have held several VP/SVP roles and moved into the role of Chief Client Officer in 2025. Previously, they were an Independent Consultant and worked in Trading Operations & Client Service Strategy at J.P. Morgan Private Bank.
Peter O'Brien
(CRO)Peter joined Addepar in 2014 as a Senior Sales Executive, since then, they have held a number of Director/Senior Director, VP/SVP roles, and moved into the role of CRO in 2025.
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