what we do

Designing how capital is put to work

We design cutting-edge solutions that power the world’s most complex portfolios. Our products pave the way for smarter investment decisions and operational excellence.

Financial widgets
Zoe, Kexin, and Nathalie collaborating

Over the last 5 years

We launched a suite of new products with robust features and capabilities.

We grew our design team to more than 35 people across 5 timezones.

We scaled our platform to support over $7T of assets across the world.

We leverage a range of skills—from research to illustration, prototyping to writing, typography to motion graphics—to craft experiences that deliver exceptional results.

Read more on our blog ↗
Angel and Madison thinking
Arth, Sam, and Emma smiling

Our team consists of
22 product designers,
11 content designers, and
4 user researchers.

Who we are

Meet our growing team

We’re a diverse and collaborative team with different skills and strengths that highlight each other. Together, we craft innovative experiences that simplify the complex and create impact at scale.

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Angel Ng
Arth Shah
RENTAL
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BROCKHAMPTON
RENTAL
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BROCKHAMPTON
I see designing software as an act of shaping the digital world—a craft that blends functionality with creativity to enhance how people interact with the internet. For me, it’s about creating tools that are intuitive yet inspiring, and transforming complexity into clarity. When I'm not designing, I'm going to concerts, cooking up a storm, or buying something off facebook marketplace :)
Ashley Otherson
Seventeen
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Sjowgren
Seventeen
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Sjowgren
"Never a dull moment." That's my catchphrase here because every day offers new opportunity. Whether it's learning new skills, building relationships, chipping away at messy problems, or thinking big and bold about where we want to go. My favorite days are when we put our heads together and brainstorm as a team. I especially love whenever we can get together in person, karaoke and all.
Chin Wei Wong
Katie Mentus
Dreams
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The Cranberries
Dreams
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The Cranberries
Our strong culture of collaboration is essential in blending complex financial data with user-friendly design. We champion a creative environment that is grounded in trust and open communication, encouraging input from everyone and fostering innovation. By building together with clients, we align our solutions with their needs, ensuring our designs are impactful and scalable. Ultimately, this collaborative spirit empowers us to create meaningful solutions for our users and set a new standard for design excellence in finance and data.
Katie Pepe
Time (You and I)
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Time (You and I)
Time (You and I)
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Time (You and I)
Leading Addepar's design systems team has allowed me to harness my creative and graphic design roots while exercising my UX skills. Being able to have a wide reaching influence across the Addepar platform through our systems work has been extremely rewarding and has allowed my team to implement transformational changes to our UI. Aside from being a born and raised New Yorker, I'm an avid Yankees fan, concert goer, scuba diver, and can quote almost every episode of "The Office."
Kexin Yu
好运来
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祖海
好运来
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祖海
As a product designer at Addepar on the ECX team, I enjoy tackling complex challenges and crafting seamless, intuitive experiences for end clients. Collaborating with a team passionate about enhancing wealth management tools is truly inspiring. Outside of work, I love cooking and experimenting with new recipes, spending time with my corgi and cat, and exploring new hobbies.
Lindsay McCardle
Wondering Why
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The Red Clay Strays
Wondering Why
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The Red Clay Strays
UX research is as close as I could get to staying in school forever: I get to constantly learn new things and I never run into a research question at Addepar I don’t think is interesting. It’s exciting that UX research contributes to making Addepar valuable and delightful for our users. I enjoy getting outside with my dog, working out with friends, and pretending I know how to do home renovations.
Lisa Lu
Peach Dream
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Sniffle Party
Peach Dream
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Sniffle Party
At Addepar, I collaborate with talented and passionate individuals to understand client needs and craft solutions that elevate their experience. The innovative, growth-oriented environment at Addepar inspires me to keep learning and pushing boundaries. In my free time, I enjoy arranging flowers, exploring estate sales, and spending time outdoors with my husband and our dog, Finley.
Marshall Robbins
Stash
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Phish
Stash
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Phish
I thrive on getting into a deep state of flow, whether it's through solving complex design challenges at Addepar, playing games, or making music. Outside of work, I enjoy traveling, playing tennis and beach volleyball, getting competitive with board and video games, seeing concerts, and performing with my bands.
Naresh Tammineni
Don't Stop Believin'
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Journey
Don't Stop Believin'
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Journey
I'm passionate about user research because it's a continuous journey of learning and discovery. At Addepar, I am fortunate to have the opportunity to learn about our clients, their evolving workflows continuously, and how they navigate complex financial challenges. Outside of work, I enjoy collecting sneakers and exploring the stories and designs behind them, which allows me to connect creativity and curiosity in another way.
Nathalie Ye
Pam Wang
Immaterial
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SOPHIE
Immaterial
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SOPHIE
I'm continually inspired by our design team at Addepar, where each member brings incredible talent, dedication, and a drive to push design boundaries. The team's high level of craft, combined with the product's complexity, make the work an exciting challenge. Outside of work, you can find me finding my next thrift gem, sewing, or experimenting with clarified cocktails.
Swathi Krishna
Island In The Sun
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Weezer
Island In The Sun
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Weezer
One of the aspects I love most about working at Addepar is the way design is valued by product and engineering leadership, which creates an environment where design is integral to shaping solutions, and not just an afterthought. Everyone at Addepar is super hardworking and friendly, making every project rewarding and fun. In my free time, I love exploring new cities & restaurants.
Zoe Ouyang
Everything In Its Right Place
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Radiohead
Everything In Its Right Place
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Radiohead
At Addepar, the design team is at the forefront of driving UX transformation of our products in lock steps with our cross-functional partners. I truly enjoy playing a part in building out our awesome team, tackling hard challenges that stem from a growing platform and organization, seeing the team continuously level up our craft and processes, and cultivating design culture across the company.
principles

Explore our design principles

We believe that the more we streamline and scale our clients’ day-to-day activities, the more we’ll transform the industry writ large.

Streamline

We turn traditionally complicated endeavors into clear, quick tasks. 

Scale

We craft an ecosystem of products that work exceptionally well together.

Transform

We set a new standard for design excellence in finance and data.

Above all, we love to have a good time.

Sam and KatieBritt, Christina, EmmaThe team cookingNathalie, Kim, Marshall, Bob, Arth, Ashley
growth

Chart your career path

We offer long-term opportunities for both individual contributors and people managers.

Individual contributors

Our makers and doers. ICs are the driving force behind our design work. They can grow from level 1 to 6 based on their performance and contributions.

Refer to the IC Grid for detailed expectations.

View IC Grid

People managers

Our managers play a crucial role in guiding and supporting ICs. They can also grow from level 1 to 6 based on their performance and contributions.

Refer to the Manager Grid for detailed expectations.

View Manager Grid
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