Addepar
David Contreras is currently working as a Financial Planning & Analysis at Addepar since April 2022. Prior to this role, David held the same position at Omada Health from June 2021 to April 2022. David also worked as a Staff Accountant at Addepar from March 2018 to June 2021. David started their career as a Senior Accountant at Palo Alto Staffing from July 2011 to February 2017, where David also had stints as a Staff Accountant and Technical Recruiter. David holds a B.S. in Accounting from Santa Clara University, where David also studied at Universitat de Barcelona in 2008-2009.
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Addepar
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Addepar is a software and data platform that is purpose-built for professional wealth, investment and asset management firms to deliver outstanding results for their clients. 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 more than $3.5 trillion in assets.