Working at Addepar | Glassdoor

Addepar Overview

Mountain View, CA
201 to 500 employees
2009
Company - Private
Enterprise Software & Network Solutions
Unknown / Non-Applicable
Addepar is a wealth management platform that specializes in data aggregation, analytics and reporting for even the most complex investment portfolios.

Mission: Every day we bring data, technology & people together to help investors make the best, most informed decisions.

Company Updates

  • “What financial markets need now more than ever is enterprise-grade and industrial-strength technology” - Addepar CEO, Eric Poirier on Bloomberg. He spoke with Sonali Basak and Emily Chang about how Marketplace is addressing a need in the #wealthmanagement space for an integrated platform that empowers investors to make transparent, data-driven decisions in times of market volatility like we see today.

  • We are pleased to introduce Marketplace, a cornerstone of Addepar’s vision since our founding over a decade ago. The new application within the Addepar platform allows clients to view and assess a range of offerings and digitally initiate transactions through trusted partners.

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Addepar – Why Work With Us?


Addepar is a wealth management platform that specializes in data aggregation, analytics and reporting for even the most complex investment portfolios. The company’s 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 hundreds of 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 a significant impact on the firm’s mission of continuous innovation. Addepar is headquartered in Silicon Valley and has offices in New York City and Salt Lake City.



Build Together

  • Partner with Clients
  • Work as a Team
  • Celebrate Success

Demand Transparency

  • Seek Knowledge
  • Share Proactively
  • Just Ask

Solve Problems That Matter

  • Bring Our Passion
  • Dream and Deliver
  • Automate All the Things      

Take Action

  • Plan and Go
  • Flight Inertia
  • Make Hard Decisions

Best Ideas Win

  • Value Merit; Ignore Ego
  • Speak Up
  • Understand the Why

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 passionate software engineers looking to solve complex technical challenges in the fast-growing world of financial technology. Our team includes senior leadership from top technology companies, startups, hedge funds, banks, and more. As a growth stage company, our engineers have the opportunity to have a direct impact on expanding and scaling our core product and developing technological innovations.


If you are looking for a place to build a career and grow as a software engineer with access to new technologies, mentorship, and c-suite executives, we want to meet you and hear your ideas! 

The product team at Addepar is comprised of creative problem solvers. We operate with a client-first mentality and have built relationships with over 350 firms. Constant communication allows our teams to hear about how their work and the Addepar platform are benefiting clients and changing the way they work.

We are looking for professionals who are interested in designing and delivering complex solutions with big data.

If you want to collaborate cross-functionally and work at a company that will challenge you to grow quickly, we want to hear from you!

The services team at Addepar is one of our largest and fastest growing organizations. We are looking for professionals who are interested in growing their careers and exploring different facets of the client life cycle. As part of the services organization, you will have the opportunity to work creatively in a disruptive space that intersects finance and innovative technology. 


With more than 350 clients and rapid adoption rates, the services organization implements and drives the client experience. If you are looking for opportunities to learn from leaders with diverse backgrounds, work on a transformative product and be part of a dynamic team, we want to hear from you!


Addepar Reviews

  • Helpful (2)

    "Great opportunities, great culture"

    StarStarStarStarStar
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Current Employee - Data Analyst
    Current Employee - Data Analyst
    Recommends
    Positive Outlook
    Approves of CEO

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

    Pros

    Addepar has always been very supportive of career growth and also provides some pretty awesome perks. They have also handled the COVID-19 response extremely well and it is clear they genuinely care about the well-being of their employees.

    Cons

    Sometimes the work/life balance can be difficult but Addepar is usually good about working with you on that stuff if you are vocal about it.

See All 88 Reviews

Addepar Photos

Addepar photo of: Pershing INSITE 2019
Addepar photo of: EY Entrepreneur Of The Year® 2019 awards
Addepar photo of: Citi Private Bank Family Office Leadership Program
Addepar photo of: NYC Women in Tech
Addepar photo of: Plant Night
Addepar photo of: Product Offsite!
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Addepar Interviews

Experience

Experience
45%
21%
34%

Getting an Interview

Getting an Interview
63%
15%
9%
6
6
1

Difficulty

3.0
Average

Difficulty

Hard
Average
Easy
  1.  

    Data Solutions Analyst Interview

    Anonymous Interview Candidate
    No Offer
    Positive Experience

    Interview

    Phone screen, python interview, and a case interview. Then final round interview that consisted of four technical interviews and a behavioral interview. People were all friendly very friendly and it seems like a great team.

    Interview Questions

    • Python scripting (understanding manipulating strings, lists, dicts) transactions case study, walkthrough of their platform and questions related to reconciliation, walkthrough of how you would approach data ingestion case study   Answer Question
See All 119 Interviews

Addepar Awards & Accolades

  • 12 Top Fintech Companies to Watch, Entrepreneur, 2017
  • The Fintech 250, CB Insights, 2017
  • The Fintech 250, CB Insights, 2018
  • Forbes FinTech 50, Forbes, 2019
  • FinTech Breakthrough Awards, FinTech Breakthrough Awards, 2019
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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

Work at Addepar? Share Your Experiences

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