Addepar Claimed Company

Addepar's purpose is to maximize the positive impact of the world’s capital on economies, communities and people’s lives. More than 700 leading firms trust Addepar to unlock the power and possibility of more informed, data-driven investing and advice. With client presence in more than 25 countries, Addepar’s platform aggregates portfolio, market and client data for $3.8 trillion in assets. Firms can also use Marketplace, a digital experience offered through Acervus Securities (member FINRA), to access and transact in a range of investment products with a focus on alternative and private market investments. Addepar’s open platform integrates with more than 100 software, data and services partners to deliver a complete solution for a wide range of firms and use cases. Addepar embraces a global flexible workforce model with offices in Silicon Valley, New York City, Salt Lake City and Edinburgh, Scotland. read more

EMPLOYEE PARTICIPANTS: 69

TOTAL RATINGS: 672

CEO: Eric Poirier

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Addepar KPIs and OKRs

Employees’ understanding of Addepar's KPIs and OKRs is essential for its success. Out of 7 Addepar employees who’ve answered, “Are your company’s goals clear and are you invested in them?” 5 have said yes.

Answer	Percent
Yes	71%
No	29%

Are your company's goals clear, and are you invested in them?

Answer	Percent
Yes	0%
No	0%

Are the KPIs/OKRs for your department clear?

Manager's Role in Accomplishing Goals

A main function of a managerial role is to lead one’s subordinates. A manager at Addepar is responsible for ensuring his subordinates accomplish objectives using key performance indicators. Addepar employees shared they generally receive helpful feedback every week. Feedback and positive reinforcement are both conducive to meeting goals.