Working at Addepar | Glassdoor

Addepar Overview

Mountain View, CA
201 to 500 employees
2009
Company - Private
Information Technology
$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 Raises $140 Million To Build First Unified Platform for the Financial World http://glassdoor.com/slink.htm?key=vQEZJ

    Addepar Raises $140 Million To Build First Unified Platform for the Financial World - Addepar

    Driven by record company growth, Series D funding from visionary investors will fuel global expansion of Addepar's open platform MOUNTAIN VIEW, Calif. - June 8, 2017 - Addepar, the operating system for our financial world, today announced it has closed a $140 million Series D funding round, co-led by Valor Equity Partners, 8VC, and QuantRes...

  • Addepar Acquires AltX to Double Down on High-Growth Alternatives Market http://glassdoor.com/slink.htm?key=vQF2w

    Addepar Acquires AltX to Double Down on High-Growth Alternatives Market

    AltX's machine learning technology enriches the data that describes alternative investments, and incorporates related reference data, public filings and news. Using advanced data science techniques and proprietary algorithms, the technology identifies and normalizes both structured and unstructured data that correspond to each alternative investment, and uses the smart matching engine to associate it with a rich content database.

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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 over $650 billion in assets on the Addepar platform.

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.

      


Healthcare
We offer medical, dental, and vision plans with multiple price points, including a no-cost plan for employees, and a traditional PPO plan.


 Team Activities
We host movie nights, tea tastings, rock climbing, weekend hikes, Hackathon, Bugathons, board games, and more.


 Sports
Join a team, be part of the Addepar legacy! We’re always looking for individuals with passion to help our teams. Depending on the season you might find us playing soccer, basketball, softball, or tennis.


  Amazing Peers
More important than anything else on this list, you’ll have the opportunity to work with amazing and talented peers. We’ll work together to fix some of the most important issues that our economy faces today.


401(K)
Addepar offers a 401(k) (tax qualified defined contribution) retirement plan. You will be able to set your contribution levels and decide whether to invest in a tax-deferred or post-tax (Roth) account (or both), with a wide array of investment options.


  Housing Stipend and Commuter Benefits
We often provide employees a stipend to live close to the office. For those who choose to live further away, we offer a commuter benefit plan so you set aside pre-tax dollars for public transportation expenses.


  Learning Opportunities
Addepar has access to some of the best and brightest individuals in technology and finance. We’ll invite guests to our company to have them pass their lessons on to us. Sometimes this might be someone who built a large multinational bank, other times it might be the first engineering hire at another successful software company. We’re always looking for ways to complement our current knowledge.


 Gym Stipend
Addepar offers a monthly fitness stipend towards membership to a local gym, or any other fitness class - yoga, dance, crossfit, etc.


 Flexible Paid Time Off Policies
Our flexible policy includes vacation and sick time off, which you take after coordinating with your lead or manager.




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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.


Our Strategy to Increase Diversity at Addepar

  • Strategic internal sourcing and external agency partnerships
    • Focus on women and underrepresented minorities
  • Targeted Social Media
    • Targeted outreach to women and underrepresented minorities on Glassdoor, LinkedIn, Facebook

Diversity and Inclusion Learning Opportunities for our People

  • Managing Unconscious Bias
  • Hiring for Strengths
  • Managing Talent
  • Women In Tech Talks
  • Leadership Development Sessions for Women@Addepar
    • Increase your Risk Taking Ability 
    • Enhancing your Professional Credibility 
    • Find Your Corporate Voice 

Affinity Groups

  • Women@Addepar
  • Parents@Addepar
  • LGTBQ@Addepar
  • Black@Addepar
  • Hispanic@Addepar
  • More to come! 

Addepar Reviews

4.4
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Recommend to a friend
Approve of CEO
Addepar CEO Eric Poirier
Eric Poirier
42 Ratings
  • Featured Review

    "Great working environment"

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

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

    Pros

    Awesome culture, promote transparency and new ideas. Great future for the product. Coworkers are smart and helpful.
    I learned a lot from my projects, my manager and my coworkers.

    Cons

    Sometimes product management could be messy.
    The 3 different office location makes the collaboration more challenging.
    Super fast pace and changes are always happening.

See All 64 Reviews

Addepar Photos

Addepar photo of: Welcome to Addepar
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!
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Addepar Interviews

Experience

Experience
54%
22%
22%

Getting an Interview

Getting an Interview
65%
9%
9%
8
5
1

Difficulty

3.0
Average

Difficulty

Hard
Average
Easy
  1. Featured Interview

    Helpful (3)  

    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 76 Interviews

Addepar Awards & Accolades

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