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Addepeeps
Enhancing client trust: The Client Portal email experience
Following our platform's recent visual overhaul, at the 2025 Hackathon we turned our attention to a critical, high-touch element: client-facing emails in our Client Portal.
R&D
Addepeeps
Product
How one Addepar team converted 315 data feeds in 3 days
For years, the Feeds team operated with a conversion workflow that was effective but imperfect. Daily data exceptions contributed to a growing tech debt. At our 2025 Hackathon, they tackled this head-on.
R&D
Addepeeps
Platform
Instilling client confidence with the Contextual Audit Log
Born out of the 2025 Hackathon, the Contextual Audit Log moves us toward a more seamless and client-centric experience, delivering transparency with transaction edit history.
R&D
Addepeeps
Product
Building for and with you: Innovation and client experience at Addepar’s Hackathon
As our 2025 Hackathon came to a close, we sat down with our VP of User Experience and Design and Chief Client Officer to hear how client feedback is driving innovation.
Addepeeps
Community
R&D
Meet Addepar: Rajiv Sharma helps drive investor insights with total portfolio projection tooling
In our Meet Addepar series, we sit down with the people at the heart of our success. Today, we speak to Rajiv Sharma, Director of Product Management for Addepar Navigator.
Community
Addepeeps
Meet Addepar: Tara Coakley builds trusted partnerships with high-growth clients
In our Meet Addepar series, we sit down with the people at the heart of our success. Today, we speak to Tara Coakley, Head of Strategic Network Firms.
Community
Addepeeps
Meet Addepar: Jamie Signorile helps global banks and asset allocators navigate tech transformation
In our Meet Addepar series, we sit down with the people at the heart of our success. Today, we speak to Jamie Signorile, Senior Director, Global Enterprise Solutions Engineering.
Community
Addepeeps
Meet Addepar: Kendall Preusch helps clients invest in winning solutions
In our Meet Addepar series, we sit down with the people at the heart of our success. Today, we speak to Kendall Preusch, Senior Manager for the Core Account Management team at Addepar.
Community
Addepeeps
Meet Addepar: Travis Larsen champions clients with automation and integration
In our Meet Addepar series, we sit down with the people at the heart of our success. Today, we speak to Travis Larsen, Director of the Technical Solutions Architect team at Addepar.
Community
Addepeeps
Meet Addepar Board Member: Juan Sabater, Valor Equity Partners Co-President and Partner
Juan Sabater has more than 25 years of private equity investing and investment banking experience. He’s currently co-president and partner at Valor Equity Partners, where he focuses on investor relations,...
Addepeeps
Meet Five Of Addepar’s 2022 Summer Interns
Addepar’s AddeU Internship Program’s goal is to create a community that attracts new and diverse talent at the university level to contribute to meaningful projects at Addepar.
Addepeeps
Meet the Team: Tamar Weseley, Senior Software Engineering Manager
Senior software engineering manager Tamar Weseley joined Addepar more than four years ago after graduating from the Massachusetts Institute of Technology.
Addepeeps
Celebrating Parents at Addepar
Through AddeParents, we have built a community to share our experiences working in a fast-paced, startup environment in the fintech space, while also balancing time with our families...
Addepeeps
Meet the Team: Jijoe Vurghese, Senior Director of Software Platform and Infrastructure
Highly accomplished software product development leader Jijoe Vurghese joined Addepar with the mission to optimize engineers’ workflows and streamline processes to support the company’s accelerated growth...
Addepeeps
Meet the Team: Melissa Gundling, Private Placements Associate
Melissa Gundling came to Addepar four years ago, bringing her unique professional background in performing arts and the non-profit sector as well as experience in legal marketing to grow a career in finance...
Addepeeps
Meet the Team: Sairam Suresh, Director of Engineering, Partnerships & Integrations
Sairam shares the key to motivating his teams and developing the best ideas, which he says requires creativity and the freedom to test innovative approaches in problem solving...
Addepeeps
Solving Engineering Challenges That Make a Difference
We recently had a chance to explore what makes Addepar so exciting for engineers, and learn about the opportunities to make a difference by putting clients at the center...
Addepeeps
Black History Month at Addepar
This is the first week of Black History Month - a time when Addepar is proud to honor and reflect on the diverse achievements of African-Americans throughout our nation’s history.
Addepeeps
What Does Pride Mean to You?
During this Pride month, AddePride wishes to extend our greetings to our members, allies, and friends for their continued support. We also want to acknowledge that this year, Pride is different...
Addepeeps
Leading With Purpose: Introducing Addepar's New Social Impact Initiative
Last October, as a part of our ten year anniversary celebration and one of our company hackathons, we announced an initiative to connect every employee’s individual passions with the opportunity to...
Addepeeps
10 Years In: Reflecting on a Decade of Transformation
Addepar is celebrating its 10 year anniversary this week! We’ll reiterate our founding vision from 2009, celebrate the tremendous accomplishments we’ve achieved as a team and with our clients and partners,...
Addepeeps
AddeKids Day!
The Addepar New York office was transformed into a fun zone on August 21 as nearly 20 children accompanied their parents to work...
Addepeeps
How I Knew Addepar Was the Company for Me (After 23 Years at FactSet): A Conversation with Don Nilsson, Chief Product Officer
Don Nilsson recently joined Addepar as Chief Product Officer to drive the development of our platform that specializes in data aggregation, analytics, and portfolio reporting to provide insights and clarity...
Addepeeps
What I Learned as an Addepar Product Management Intern
Jigar Shah had two graduate summer internships in the bag when he got the call from Addepar. What sealed the deal?...
Addepeeps