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R&D
The road to continuous improvement: A pragmatic path to DORA-aligned quality maturity
We built a DORA-aligned quality system for software delivery using defect leakage as a pragmatic, structured starting point. DORA makes quality gaps visible and drives continuous, measurable improvement.
R&D
Product
Platform
Embracing JOOQ for database precision and speed at scale
Standard ORMs often introduce memory bloat and unpredictable abstraction layers. Our engineering team uses JOOQ and Agroal to manage 100-column tables, native partitioning and stateless multi-tenancy.
R&D
Operational agility at scale: Supporting trillions in assets via schema partitioning
See how Addepar uses multi-schema database architecture to overcome operational, performance and security hurdles for a significant advantage.
R&D
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
Report generation — scaling with our clients
As client demand surged, our PDF-report generator went from 500K reports in 2017 to 6M in 2022 — a 12X increase. Here's how we rebuilt report generation to scale reliably and meet enterprise-grade demand.
R&D
Capitalizing alternatives data: private markets benchmarking
In the complex and opaque world of private markets, accessing high-quality data and actionable insights has long been a challenge. At Addepar, we set out to change that.
R&D
Shaping the Future, Together at AddeConf25
AddeConf25 brought together Addepar experts, clients and partners to shape the future of finance, exploring AI, tech and data infrastructure, and unified solutions for wealth management.
R&D
Faster, cheaper and altogether better: Enhancing data models to improve data access and service architecture
Addepar's rallying cry, altogether better, represents not only how we build internally and partner with our clients, but also showcases our view that consolidated data drives smarter investment decisions.
Product
R&D
Platform
Our journey to effective observability at Addepar Trading
In the world of microservices architecture, understanding how a system behaves is crucial. This is especially true for the Addepar Trading solution.
R&D
Product
Simplifying alternatives data management: a solution for unstructured and disaggregated investment data
As the product manager for our Alts Data Management solution, I’ve witnessed the unique challenges wealth managers, RIAs and asset managers face when dealing with the complexities of alternative investments.
Product
R&D
Modernizing Addepar: How we’re taking a client-first approach to redesigning our platform
Over the past five years, we've rapidly expanded our product suite with new features and functionality, prioritizing client feedback to improve the Addepar experience.
R&D
Naming our AI assistant, Addison
Names have far-reaching implications.
R&D
The Art of Technical Translation
No matter what your career path is, it is likely you have served as a technical translator at some point. It’s also possible that you didn’t even realize you were doing it.
R&D
That’s a wrap on AddeConf24 - Build, Grow, Scale
It was my pleasure to co-host AddeConf24, Addepar’s second annual innovation and technology conference.
R&D
Addepar's Data Transformation Journey: Becoming a Data-Centric Company
Over the years, Addepar has undergone a significant transformation that has resulted in us becoming a data-centric company, leveraging insights from 1,000+ clients’ data to improve our existing products and...
R&D
Introducing RedFlag: Using AI to Scale Addepar's Offensive Security Team
At Addepar, we are committed to incorporating security as early as possible in our Secure Software Development Lifecycle (SSDLC).
R&D
R&D Builds “Addepar Research”
In 2022, Addepar embarked on a multi-year journey to gain a deep understanding of the investment landscape in the wealth and asset management industry and to unlock unique insights for investment decision...
R&D
Standing Taller on a Platform
In the last several years, the concept of 'platform engineering' has gained considerable traction in enterprise software engineering.
R&D
Structuring Effective Engineering Teams: A Must-Read for Tech Leaders
The word “reorg,” short for reorganization, has become a periodic source of frustration for most people working in a business environment of any non-trivial size.
R&D
The Financial Graph
Addepar’s platform consumes not only financial instruments and holdings, but the accounts that custody those holdings, the asset owners themselves, and any legal entities that exist in the real world.
R&D
Transparent Portfolio Query Performance
Views and reports offer an incredibly flexible way to filter, group by and analyze your portfolio data.
R&D