Working at Addepar |

Addepar Overview

Mountain View, CA (US)
201 to 500 employees
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.

Addepar Reviews

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Approve of CEO
Addepar CEO Eric Poirier
Eric Poirier
55 Ratings
  • Helpful (5)

    "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 (US)
    Current Employee - Accounting in Mountain View, CA (US)
    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: Citi Private Bank Family Office Leadership Program
Addepar photo of: NYC Women in Tech
Addepar photo of: Plant Night
Addepar photo of: Product Offsite!
Addepar photo of: Eng Offsite!
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Addepar Interviews



Getting an Interview

Getting an Interview




  1. Helpful (2)  

    Contract Administrator Interview

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


    I applied online. The process took a week. I interviewed at Addepar (New York, NY (US)) in October 2017.


    Addepar has a fantastic recruiting team that is transparent, organized and efficient. I applied for the position directly with Addepar via their career page. The interview process consisted of a 15 to 30 minutes call with a Recruiter, a 30-minute chat with a member of the team, followed by 3 to 4-hour in-person interview with the hiring manager(s) and select members of departments you will work with if hired. Throughout the entire process I never felt that I was out of the loop. The recruiting team provided me with detail next steps and always left the door open for questions which I think is very rare. The in-person interview was refreshing and enjoyable. I was provided a tour of the new york office and then taken to a meeting room for which I would be in for the remainder of my visit. Since some of the individuals I was meeting were off-site, the interview was a combination of video conference and in-person sessions which sounds hectic and disorganized, but Addepar had all the necessary equipment prepared and a recruiter present to ensure that transitions between sessions were smooth. The interview itself was great, the Hiring Managers were very engaged in our conservation and provided honest answers to my questions.

    Interview Questions

    • What feedback did you recieve in your last performance evaluation?   1 Answer
See All 106 Interviews

Addepar Awards & Accolades

  • 12 Top Fintech Companies to Watch, Entrepreneur, 2017
  • The Fintech 250, CB Insights, 2017
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