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Addepar names Jeff Ramseyer to lead global sales

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Addepar, a financial technology platform for the investment management industry, has appointed Jeff Ramseyer to the role of vice president of sales.

Ramseyer will be responsible for leading Addepar’s global sales organisation 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, he 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 USD400m in annual sales with 5,000 clients.
 
Before Capital IQ, he spent five years at Advent Software working closely with registered investment advisors, broker dealers, funds, and fund administrators. More recently he co-founded Quiverity, a qualitative research and analytics company leveraging machine learning and natural language processing technology to identify investable trends for public investors.
 
“We are very fortunate to have Jeff on our team,” says 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,” says Ramseyer. “No other company has the technology and talent to provide clients with the kind of comprehensive solutions that we offer.”

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