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Addepar Overview

Mountain View, CA
201 to 500 employees
2009
Company - Private
Enterprise Software & Network Solutions
$25 to $50 million (USD) per year
Addepar is the financial operating system that brings common sense and data-driven investing to our financial world. Addepar gives asset owners and advisors a clearer financial picture at every level, all in one place. It handles all types of assets denominated in any currency ... Read more

Mission: Power the global financial system to efficiently allocate capital and mitigate risk.

Company Updates

  • Addepar is being recognized as a top company in Forbes Fintech 50! http://glassdoor.com/slink.htm?key=vQ7ZB

    Forbes Fintech 50 2018: The Future Of Wall Street And Big Data

    Being at the cutting edge of technology on Wall Street can mean billions of dollars in value created, or saved. In a dawning era of disruption, Wall Street-focused financial technology startups are helping the world's biggest banks and investors manage the flow of money better, safer and at a lower cost.

  • We are proud to share more of the work our Build organization has been doing. Learn about how we develop our tech stack, how we’ve solved data issues, and how we’re contributing to Ember on Build@Addepar, our engineering and design blog. Follow along to keep up-to-date with future posts! http://glassdoor.com/slink.htm?key=vQurX

    Build@Addepar - Medium

    Addepar Engineering + Design Blog.

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Addepar – Why Work For Us?


Addepar is the financial operating system that brings common sense and data-driven investing to our financial world. Addepar gives asset owners and advisors a clearer financial picture at every level, all in one place. It handles all types of assets denominated in any currency. With customizable reporting, financial advisors can visualize and communicate relevant information to anyone who needs it. Secure, scalable, and fast, Addepar is purpose-built to power the global financial system. Hundreds of single and multi-family offices, wealth advisors, large financial institutions, endowments, and foundations manage $800 billion of assets on the Addepar platform. Addepar has offices in Silicon Valley, New York, Chicago, and Salt Lake City.

Addepar: "Adde parvum parvo magnus acervus erit"

       "Add a little to a little and you'll have a great amount."

                         -from Ovid’s Metamorphoses

Challenge the Accepted. Challenge Yourself. Build the Future.    

Addepar unites an extraordinary team of engineers, product-innovators, and industry experts with a pioneering vision devoted to building the operating system for our financial world.

Build Something Meaningful
Our team is reimagining the role of technology in one of the world’s largest and oldest industries—finance. If you want to break new ground and leave your mark on something truly global in scope and essential in importance—Addepar is for you.

Be a Part of the Transformation
There is a difference between being a part of an industry and transforming it. At Addepar, we are building our company to make a marked difference in one of the most important industries in our society.

Right Now is the Time
Addepar is in a dynamic market that is ripe for significant change. We have the right tools at the right time with the right people to transform the global industry of finance. Join the journey for the experience of a lifetime.
      

At Addepar we are building the new operating system for our financial world. To do that effectively, we rely on a range of backgrounds, experiences, and ideas. We value diversity, and we’re proud to be an inclusive, equal opportunity workplace.

Engineering is at the core of Addepar and we are looking for the best, brightest, and most passionate software engineers to join us. Our team includes senior engineers and leads from companies like Facebook, Google, and DE Shaw and other top quantitative hedge funds. If you are excited about doing the best work of your career and you enjoy the rush of shipping high-quality code to production every day, we want to meet you!

           

Platform Engineering
Platform Engineering builds portfolio data ingestion systems that process tens of millions of transactions across millions of accounts every day. Platform Engineers develop pricing and reference data systems that provide coverage for nearly a trillion dollars in assets. The team also develops distributed computation systems that allow users to run complex analytical computations over massive data sets in real time.

Product Engineering
Product Engineering builds and maintains best-in-class portfolio reporting tools. From our robust WYSIWIG report builder to our suite of advanced performance and risk calculations, Product Engineers work across the stack to improve customer workflows.

DevOps
DevOps is focused on productivity, reliability, security, and performance and is involved across the software development lifecycle, from administering systems to managing uptime. The team is constantly testing cutting-edge technology to maintain the platform for end users as well as the developers who work to improve it.

Security Engineering
Security Engineering actively analyzes and mitigates threats to our product, our customers, and our employees. Security Engineers are responsible for reviewing code changes introduced by our engineers, maintaining an active bug bounty program, devising and developing new workflows, infrastructure and solutions that implement security best practices within the company, as well as advising our engineers and leadership team.

QA Engineering
Quality Engineering is responsible for functional accuracy, high-performance, scalability, and reliability across our complex online system. Our software development engineers in test (SDET) believe in increasing efficiency with a strong emphasis on test automation and tooling that help our engineers develop, test, debug, and release software quickly.

Data Science
Data Science plays a key role in weaving together disparate snapshots of financial data into a holistic picture to help our clients make the best decisions. Data Scientists at Addepar build systems to help surface and reconcile data inconsistencies for data at scale. Our Data Scientists tackle challenges ranging from entity recognition of exotic instruments to helping clients spot subtle patterns in financial market movements.

Check out our Engineering Blog

The Product team identifies the most significant problems facing our clients and business, and designs elegant solutions to address them. We collaborate with nearly every team at Addepar, and gather input from our clients and the broader market. Their insights steer decisions about what we build, how we build, and how we deliver. We’re hiring the industry’s best talent to help achieve our mission.

                

Product Management
Product Management sits at the intersection of software development, design, and business strategy. Product Managers shape high-level product goals but also get their hands dirty. On an average day, a manager might pitch a concept to senior leadership, create a launch plan with Product Marketing, conduct user research, prototype a new feature, iterate on a PRD, analyze usage data, and pair with an engineer on implementation.

Product Design
Product Design is a small, nimble team that builds a strong and cohesive product design culture at Addepar. Product Designers are deeply embedded with engineering and other product teams, and are responsible for working through the full feature design cycle: user research, interaction design, and visual design.

Product Analytics
The Product Analytics team seeks to understand how Addepar users engage with our product and why. Product Analysts define how to measure user activity, dive deep into the data, and present their findings in compelling ways. Ultimately, the team’s insights guide product and business decisions.

Communication Design
Communication Design translates concepts into well-crafted messages that resonate with the audience. The team cultivates our brand and partners closely with a wide range of teams, including Marketing, Client Success, Human Resources, and, of course, the rest of the Product team.

Product Content
Product Content helps users learn the product and accomplish their goals. On an average day, a Product Writer might develop feature documentation, review mocks and discuss copy with Product Design, research a specific user workflow, and meet with Client Success to prioritize content needs.

Product Marketing
Product Marketing drives user engagement and adoption. The team provides a deep understanding of our customers, and partners with other Product teams, Engineering, Sales, and Client Success to align product messaging and deliver a cohesive, customer-centric narrative.

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Addepar Reviews

4.2
StarStarStarStarStar
Rating TrendsRating Trends
Recommend to a friend
Approve of CEO
Addepar CEO Eric Poirier
Eric Poirier
47 Ratings
  • Featured Review

    "Mission-driven Company with Breakout Potential."

    StarStarStarStarStar
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Current Employee - Client Solutions in Mountain View, CA
    Current Employee - Client Solutions in Mountain View, CA
    Recommends
    Positive Outlook
    Approves of CEO

    I have been working at Addepar full-time (More than a year)

    Pros

    - Extremely intelligent, thoughtful, and high-character CEO. Rare find in Silicon Valley and beyond.
    - Tons of autonomy in many roles and functions to drive impact/value once you’ve proven yourself.
    - Work alongside super passionate team members and learn from peers. Having worked in the NY and MV office, I can attest to strong talent in both locations and a cohesive feel. Additionally, launching the SLC office has been one of the underrated achievements.
    - Strong alignment and stability between Founder/CEO/Board/Investors, all with proven track records
    - Open minded and progressive employer. Flexible time off, generous maternity/paternity, takes diversity of thought and inclusion very seriously, encourages a family feel.

    Cons

    As with any high-growth company, building a company and product from scratch is super difficult. Whether they admit it or not, most employees are really vested in Addepar’s success, which creates a collective anxiety about the future. For this reason, short term road bumps and growing pains are extra discouraging - having a long term outlook is key.

    Advice to Management

    - Stay determined. Don’t get complacent.
    - Maintain a ruthlessly high bar for every new hire, even more so for key personnel landing in senior positions.
    - Never forget that many individuals look up to you. Your actions set the tone for company culture.

See All 71 Reviews

Addepar Photos

Addepar photo of: Retreat 2017 at Carmel Valley Ranch
Addepar photo of: EmberConf 2017!
Addepar photo of: 2017 Hackathon Project - Cornhole Boards!
Addepar photo of: SLC Office
Addepar photo of: Always a good time at Addepar!
Addepar photo of: Our NY Team
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Addepar Interviews

Experience

Experience
53%
21%
26%

Getting an Interview

Getting an Interview
65%
11%
9%
7
7
1

Difficulty

3.0
Average

Difficulty

Hard
Average
Easy
  1. Featured Interview

    Helpful (4)  

    Software Engineer Interview

    Anonymous Interview Candidate in New York, NY
    No Offer
    Positive Experience
    Average Interview

    Application

    I applied through a recruiter. The process took 2 weeks. I interviewed at Addepar (New York, NY) in August 2016.

    Interview

    Applied through a recruiter. Heard back from the company directly in a couple of days to setup a first round interview. It was a shared screen coding session (~45 mins). We briefly went over my background then he displayed a programming question on a shared screen. I was allowed to solve it in any language. I was also allowed to designate functions when I couldn't remember the exact implementation of something (i.e. Java InputStream). He cared more about my process than exactness. I was then asked about any potential edge cases and improvements I could make.

    I heard back within a couple of days that I would move onto Round 2 which was the same setup. I had it a week later. The question was finding triples in an array that equaled a given sum. I didn't handle the question well even while he supplied some hints. Took about 7-8 business days to hear back that I was rejected.

    Both interviewers were very nice and answered my questions regarding the company and role sufficiently. The whole process was well run.

    Interview Questions

    • Build a portfolio reconciliation program. Output any anomalies in a given closing portfolio given an opening portfolio and a series of transactions.   1 Answer
See All 91 Interviews

Addepar Awards & Accolades

  • Family Wealth Report Awards 2016, Family Wealth Report, 2016
  • The Fintech 50 2016, Forbes, 2016
  • CODiE Awards, SIIA, 2016
  • 12 Top Fintech Companies to Watch, Entrepreneur, 2017
  • 30 Hot Fintech Startups to Watch, FOX Business, 2015
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