Meet the Teams @ Addepar

Meet the Engineering Teams @ Addepar As a rapidly growing company, our engineering teams and their focuses adapt to the needs of the company, but we’d like to give as much insight as we can into how our engineering organization is structured and what kind of work each team does. CompArch CompArch (Computational Architecture) is responsible for […]

Meet the Engineering Teams @ Addepar

As a rapidly growing company, our engineering teams and their focuses adapt to the needs of the company, but we’d like to give as much insight as we can into how our engineering organization is structured and what kind of work each team does.


CompArch (Computational Architecture) is responsible for evolving Addepar’s computational pipeline which sits at the nerve center of our portfolio analyses. They are re-imagining our Java-based compute engine to scale to 100x larger workloads using best-of-breed time series analytics database technologies.

Data Architecture

Data Architecture works on several layers of Addepar’s data stack that are crucial to getting client portfolio data into the system. The team owns the APIs and services that perform cross source aggregation, entity resolution and deliver normalized transaction, holding and asset data to our reporting stack. Minimizing delivery time without sacrificing accuracy is an ongoing challenge for this team as both data set size and complexity increase on Addepar’s platform. The team also has responsibility for overall cross system data flow and stewardship of inter-system data representation.

Data Infrastructure

Data Infrastructure owns the Addepar Data Platform (ADP), and its surrounding infrastructure and tooling. ADP is a high-throughput pipeline that’s constantly tweaked by internal data operations staff to ensure the best data quality. This team has three clear, measurable goals: (1) provide the highest throughput, availability, and scalability for the lowest cost possible; (2) build internal tools to keep our employee headcount the same as the company grows aggressively; (3) solve the data ingestion and access problems that arise when Addepar begins its international expansion. Working on ADP means everything from touching low-level performance-sensitive code, to thinking about Kafka and distributed systems, to occasionally building delightful UIs. Our backend-frontend split is 80/20 and we primarily code in Java — no UI experience necessary.


FAMDI (Financial Asset Modeling/Market Data Integration) is a cross-functional engineering team at Addepar. They are responsible for financial asset data modeling and calculations with data integration. They are also the owners of services such as our market data pipeline and security master that supply market and security data to various parts of the Addepar tech stack. Its mandates stretch from data engineering to client-facing product engineering. Members of the team are exposed to both client-facing security calculations, financial data modeling, and architecture design of highly performant data systems. On the client-facing side, the team partners with our product managers to create the high-impact features that set Addepar apart. On the data systems side, they partner with other engineering teams to build data processing and delivery systems that scale.


FDE (Forward Deployed Engineering) is responsible for some of Addepar’s largest custody bank integration pipelines and our general platform integration efforts. This effort is focused on non-portfolio integrations with large enterprise clients that range from user and permission automation to information about financial products in the portfolio that will be used in our calculations. Our FDE team embeds directly with our customers to create the solutions they require to fully utilize the power of the Addepar platform and then turns around and adjusts them to be scalable and repeatable long-term solutions for more of our client base.


Our Infrastructure team is responsible for the bedrock distributed systems that power our entire product, ranging from the substrate technologies underpinning our Java application servers, to our Kafka cluster, report generation infrastructure, and relational database design.

Investor Experience

Most of Addepar’s product staff primarily considers the use cases of financial advisors and the staff supporting them. The Investor Experience team, uniquely, focuses instead on investors and other clients of our clients. The team works across a diverse range of technologies and platforms including the web, mobile web, and native iOS development, to deliver a high-quality consumer-level experience. UX, performance, and excellent representation of our clients’ brands are paramount to the Investor Experience team.


PAD THAI’s name is a fusion of Product Admins, Data operations (the main users we service) and Transactions, History, Assets & Imports (a small fraction of the services in our mandate). We’re a full stack product engineering team that serves the needs of some of the most complex Addepar users in workflows spanning large parts of the application. At its core, our mandate is data management. We build workflows that make it easy to interact with the underlying data that powers our calculations. We ship products that span from internal-only efficiency tools to fully polished and intuitive interfaces designed for client self-service.


The QE (Quality Engineering) team is entrusted with being our last bastion of scrutiny before we release our products to the general public. Their discerning eyes, prophetic foresight, and attention to detail helps to ensure we release amazing software. Recently, our QE team has been working on an environment to simulate user load and ensure that our software remains performant even under the most difficult of situations.

Reporting & Visualizations

The Reporting & Visualizations team maintains and improves upon Addepar’s best-in-class reporting capabilities. The team does highly complex work across multiple technical domains, for example implementing theming and formatting features in our drag-and-drop, dynamic report editor as well as maintaining and improving the scale and schedule customization of report generation. The flexibility and customization available from Addepar’s reporting solution differentiates our product from the competition, and this team ensures we stay ahead of them.


The SRE (Site Reliability Engineering) team is primarily tasked with the provisioning and maintenance of our infrastructure services and developer tooling. That is only the tip of the iceberg floating in their waters, though. Our SRE team exemplifies how Addepar engineers set extremely ambitious end goals and push to make those dreams a reality. A recent example of this is Project ARCADE, a ground-up refactor of our cloud infrastructure to permit tooled and repeatable multiregion deployments.

Web Core

Web Core focuses on Addepar successfully leveraging web technology in its products. Often, projects from this team improve how quickly Addepar can ship features or improvements. This is both through technical work, and through onboarding and training. Additionally the team may take on maintenance, performance, and architectural projects which improve a user’s experience across the main product or Addepar’s many web codebases. Web Core is staffed by engineers who are key contributors to open source projects like Ember.js which Addepar is built on.


The Wormhole team is focused on enhancing the Addepar user experience by building in-app integrations with financial services partners and enabling outbound integrations to financial services that consume Addepar data. The broad scope of the team requires fluency in all areas of the stack and depth of knowledge in the product and the underlying data models. Recent enhancements shipped by the team include Query API, custodial portal in-app integrations, financial planning outbound integrations, and OAuth2 administration app.

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Source: Addepar