Working at Addepar | Glassdoor

Addepar Overview

Mountain View, CA
201 to 500 employees
Company - Private
Enterprise Software & Network Solutions
Unknown / Non-Applicable
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

  • We're honored to be recognized by Forbes for driving transparency and empowering wealth managers to make more informed, data-driven investments

    The Future Of Wall Street: Fintech 50 2019

    There's a fintech revolution going on inside Wall Street's biggest firms. At asset management giants from Blackrock to Third Point, banks such as Goldman Sachs and Citigroup, and financial service behemoths Nasdaq, MetLife and American Express, upstart fintech firms are revolutionizing the way they operate.

  • Morgan Stanley honored Addepar, an exceptional #technology collaborator, at its third annual #FintechSummit at an awards reception last night in New York City.

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Addepar – Why Work For Us?

Addepar is a leading provider of technology for the wealth management industry. The company’s performance reporting and analytics platform aggregates portfolio, market, and client data all in one place. It provides asset owners and advisors a clearer financial picture at every level, allowing them to make more informed and timely investment decisions. Addepar works with leading financial advisors, family offices, and large financial institutions that manage over $1.3 trillion of assets on the company’s platform. In 2018, Addepar was named as a Forbes Fintech 50 and received Morgan Stanley's Fintech Award for making significant impact to the firm’s mission of continuous innovation. Addepar is headquartered in Silicon Valley and has offices in New York City, 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!


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.


Addepar Reviews

Rating TrendsRating Trends
Recommend to a friend
Approve of CEO
Addepar CEO Eric Poirier
Eric Poirier
56 Ratings
  • "I actually don't mind commuting to work everyday"

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

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


    Nice start up perks.
    They are sincerely creating an environment that fosters building together.
    Finance management encourages leveraging experience and sharing ideas.
    People are nice to each other.
    Give you the tools you need to do your work.
    CFO, Controller, and Accounting team are experienced and easy to work with.


    Open bullpen office with reduced sized desks can be a little cramped and distracting when you need to put your head down and knock out a project.

    Advice to Management

    Keeping finding people that add to the culture and try not to focus on hiring to fit the culture. Hire from a pool of employees when possible and do not settle for the quick hire of a crony because it is convenient or comfortable.

See All 82 Reviews

Addepar Photos

Addepar photo of: Retreat 2017 at Carmel Valley Ranch
Addepar photo of: Product Offsite!
Addepar photo of: NY Eng Offsite!
Addepar photo of: EmberConf 2017!
Addepar photo of: 2017 Hackathon Project - Cornhole Boards!
Addepar photo of: SLC Office
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Addepar Interviews



Getting an Interview

Getting an Interview




  1. Featured Interview

    Helpful (4)  

    Senior Frontend Engineer Interview

    Anonymous Employee in Mountain View, CA
    Accepted Offer
    Positive Experience
    Average Interview


    I applied through a recruiter. The process took 3 weeks. I interviewed at Addepar (Mountain View, CA) in January 2018.


    Addepar contacted me through Hired and I had a very engaging conversation with the hiring manager. We discussed the role, the tech stack, and the culture. Two separate technical phone screens followed with both the Mountain View and New York office. These screens were an opportunity to showcase your fluency with the tech stack and ability to contribute to teams/problems outside your area of expertise. There were no trick questions (read: LeetCode hard) here. I was these invited onsite to their Mountain view office. The onsite was a full day (6 hours) and consisted of a product demo followed by multiple rounds of interviews (with a lunch). Topics included additional practical UI work, systems design, algorithmic question, debugging, and overall problem solving. Afterwards I had a chance to speak in-depth with both the recruiter and the director for the position to answer any questions and see if there was a mutual cultural fit.

    Addepar's blog post regarding their interview process was incredibly accurate. I met with varying levels of seniority and multiple teams and they had all been extremely well trained in the process. They were clear on their expectations and very honest in their answers to the questions I asked. They are not looking just for good coders but all around contributors and problem solvers.

    Got the offer a few days later. It was extremely competitive (approaching top of market) salary-wise and their benefits and perks package really sealed the deal. I wound up cancelling some of my remaining onsite interviews with competing companies.

    Interview Questions

    • All practical questions that were relevant to the job role. I was asked to design multiple functional UI elements, debug a section of code, design and iterate/defend a system, and whiteboard data structure/algorithm questions. Read their posts on mediums and you'll get a good sense of what they're looking for and what they'll ask.   Answer Question
See All 102 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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Pledges & Certifications

Diversity Commitment

Has programs that support a diverse and inclusive workforce

Pay Equality Pledge

Committed to paying equitably for equal work & experience

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