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Addepar Names Jeff Ramseyer to Lead Global Sales

Companies mentioned in this article: Addepar

MOUNTAIN VIEW, Calif. -- (BUSINESS WIRE) -- 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.”

Addepar delivers the world’s first interactive investment analysis and reporting technology on a comprehensive financial data platform. This unique combination of capabilities replaces decades-old technology systems still used to track and manage some of the largest investment portfolios in the world. Clients include family offices, registered investment advisors (RIAs), foundations and endowments, global advisories, banks, financial services firms and wire houses. Started by Palantir co-founder Joe Lonsdale, Addepar was founded to bring trust and transparency back to the investment industry. Silicon Valley based Addepar focuses top software engineers, designers and data analysts on solving some of the most fundamental problems in the $1 trillion financial products and services industry, one of the largest and most important sectors in the world.

www.addepar.com

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