Addepar
Rajiv Sharma, PhD, is a seasoned professional with extensive experience in product development and strategic advisory roles. Currently serving as the Navigator Product Lead at Addepar since January 2021, Rajiv oversees the development of an acquired scenario analysis tool. In addition, Rajiv has been an advisor for the U.S. Department of the Treasury since June 2017 and holds the position of Research Director at the Stanford Research Initiative for Long-Term Investing since October 2013. Previous experience includes roles as Senior Product Manager at Real Capital Innovation until its acquisition by Addepar, Senior Advisor at Euromoney Institutional Investor, and Consultant Economist for the OECD's G20 Long-Term Investment Project. Educational qualifications include a Postdoctoral Fellowship from Stanford University, a DPhil from the University of Oxford, and a BE/BCom from The University of Auckland.
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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.