Addepar’s goal is clear. “Our product provides a clearer financial picture, allowing the financial world to make more informed and timely investment decisions,” said one product manager. The numbers indicate that the mission has traction: Over a decade in, the wealth management platform boasts more than $4 trillion in assets. According to the below colleagues, a workplace that values professional growth, inclusivity and ongoing learning helps the team make an impact in the fintech field.
Affinity groups include Women@Addepar, AddeParents, BOLD, Intersections and AddePride.
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“Employee-owned, manager-partnered and company-supported” is Maher’s description of the org’s L&D approach. That comes about via workshops like “Drive Your Development,” manager-focused “Leadership Advantage” coaching and an executive-sponsored mentoring program. And whether it’s brushing up on presentation skills or learning Python, skills training, info sessions and a learning allowance are all means to accrue proficiencies.
Charleen Maher
Sr. Employee Experience Program Manager
We use a data-driven approach that includes engagement data, employee input and company OKRs to develop dynamic learning programs that enable growth for both Adepeeps and Addepar.
IN IT TOGETHER
Impact fintech at an inclusive organization
Steven Lamb
Senior Product Manager
Outside of his work on Wormhole, the API- and integrations-focused R&D team, Lamb is a lead on the Black Organization for Leadership and Development (BOLD) affinity group. “BOLD’s mission is to aid the evolution and growth of African-Americans and people of color as future leaders in the finance and tech industry,” said Lamb, citing presence at events like AfroTech World and the annual NSBE Convention as buoying that goal.
We think of diversity as bringing together various ideas, experiences, skill sets, perspectives, cultural backgrounds and gender identities to drive our innovative solutions.
INNOVATING AS ONE
Collaborate with teammates on exciting new tech
Weseley oversees engineers powering Addepar’s analysis and calculation functionalities. Recently, their talent came through in the beta release of a new billing tool, a cross-functional effort yielding wins like improved UI and new workflows. “It speaks to engineering being collaborative across specialties, agile in our development process, constantly innovating and bringing our clients best-in-class functionality,” she said.
Tamar Weseley
Engineering Manager
The engineering culture at Addepar is highly collaborative, ownership-driven, and fast-paced.
