The Leadership Group (TLG) is pleased to announce the successful completion of the Vice President, Sales search for Addepar. This search was conducted by Randy Kehrberg, a partner in our Software, SaaS, and Cloud Technologies Practice.
Geoff Clauss joined Addepar on May 13, 2013. Geoff was most recently a Senior Sales Executive at Advent Software where he spent his last 14 years of selling into the Financial Services Market.
Addepar is a wealth management platform that empowers financial advisors with the tools required to manage complex global portfolios. The platform has been built to support robust analysis and reporting with a focus on security, accuracy, and customization. Headquartered in Mountain View, CA. the company is privately held with funding from a diverse and prominent investor base and is poised to disrupt and revolutionize the wealth management industry by creating a new standard for financial technology.
TLG is a leading nationwide executive search firm with offices in Silicon Valley, New York, San Ramon, CA and Charleston, SC. Established in 1992, we’re a boutique firm specialized in recruiting executives for technology and industry leading companies.