Addepar Overview

  • Mountain View, CA
  • 201 to 500 Employees
  • 2009
  • Company - Private
  • Enterprise Software & Network Solutions
  • Unknown / Non-Applicable

The world of finance is in the midst of a seismic transformation. Large pools of capital dominate global financial markets. Yet many firms are forced to rely on outdated legacy systems that can’t scale, and the most pervasive financial technology, globally, is still Excel. As a ...
Mission: Every day we bring data, technology & people together to help investors make the best, most informed decisions.

Company Updates

April 26, 2021
We’re thrilled to announce the opening of our first office outside the U.S. in Edinburgh, Scotland - another step toward realizing our vision to provide investors and advisors the data needed to optimize how the world’s capital is put to work.
Shared image - Addepar Expands to Europe With New Office in Scotland
Addepar Expands to Europe With New Office in Scotland
April 1, 2021
In celebration of Women's History Month, we sat down with a few of the women in our community whose career journeys and milestones continue to inspire us.
Shared image - Women's History Month: Celebrating Women's Achievements in Wealth Management
Women's History Month: Celebrating Women's Achievements in Wealth Management

Addepar Reviews

Recommend to a Friend
Approve of CEO
Eric Poirier
Eric Poirier
69 Ratings
Featured Review
Current Employee, less than 1 year

"Great Company with Great Leadership"

Jan 12, 2021 - SRE Manager in New York, NY
Positive Outlook
Approves of CEO


Leadership that really cares about the people
Investment in employees and comp, very employee-centric and forward-looking company with a great purpose and bright future!


Some changes can be tough for some individuals - unfortunate bi-product of change from small/medium size company top larger enterprise-ready organization. But it's to be expected.

Advice to Management

Continue the commitment toward growing and maturing Addepar's business and our company culture, staying focused on the vision of being a global enterprise leader in the Financial services sector.
See All 100 Reviews

Diversity & Inclusion at Addepar

(6 Reviews)

Diversity & Inclusion FAQs

All answers shown come directly from Addepar Reviews and are not edited or altered.

How is diversity at Addepar?

...Serious lack of diversity, as hiring practices are both sexist and racist....Read More

Addepar Photos

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Addepar Interviews

Getting an Interview
Applied online66%
Employee Referral9%

  1. Featured Interview

    Senior Marketing Operations Manager Interview

    Anonymous Employee in San Francisco, CA
    No Offer
    Positive Experience
    Easy Interview

    I applied online. I interviewed at Addepar (San Francisco, CA) in Nov 2020


    During Covid-19, all I can say is the interview process has been "interesting" at the least. With companies ignoring the most qualified candidates resumes, and competing with VPs and executives applying for middle management roles, and my most favorite, ghosting after the final interviews. However, the interview process with Addepar in comparison has been the most normal and my favorite. I had a recruiter reach out to me with a 30 minute screen call over the phone, not a video chat. What is up with screening calls being over video these days? They were never over video post-Covid, no need to be now either. Addepar kept the "norm" Thank you. The recruiter was very informative. One thing she mentioned was that everyone at this company was very friendly. This turned out to be absolutely "true." From the hiring manager, whom I would have loved to have worked with, maybe in the future. And then the final interview process with 5 members of the team. The entire team was easy going and bright and overall a great group of people. The final interviews were all 30 minute video calls (this is fine, now that we cannot meet in person). Most of my interviews went overtime and I really enjoyed all my conversations with each person. The job itselt sounded challenging and one that will have a huge impact on the company as a whole. Kudos to the lucky candidate who was chosen for this role and if you have not accepted already. DO IT ALREADY!

    Experience and background and the projects you have worked on that can relate to the role.

    Answer Question

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Addepar Awards & Accolades

  • Forbes FinTech 50Forbes2019
  • FinTech Breakthrough AwardsFinTech Breakthrough Awards2019
  • The Fintech 250CB Insights2018
  • Fintech AwardMorgan Stanley2018
  • Forbes FinTech 50Forbes2018

Pledges & Certifications

  • Diversity Commitment

    Has programs that support a diverse and inclusive workforce

  • Pay Equality Pledge

    Committed to paying equitably for equal work & experience

Popular Careers with Addepar Job Seekers

Software Engineer
Learn About the Job

Addepar FAQ

(20 Questions)

All answers shown come directly from Addepar Reviews and are not edited or altered.

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What are perks and other benefits like at Addepar?

...Growing fast, awesome product and culture, great people, competitive perks....

January 5, 2020

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