Aperio Group

101 - 250 employees
11 - 25 engineers
Private funding

Aperio Group is a $32+ billion investment manager working primarily with ultra-high-net-worth investors, usually through their wealth managers, and with institutional investors. We design and manage customized portfolios that deliver pre-tax performance of indexing with client-specific customizations, including active tax management and active risk reduction.

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Active Roles

Why join us?

  • We currently manage over 6500 client account, have over $30B in Assets Under Management, have been profitable for more than 10 years, and are growing consistently!

  • We were established in 1999, are privately held and very profitable. We have experienced and still are experiencing hyper-growth and are considered the 'best of the best' in the ultra high net worth market.

  • Our CEO is one of the original founders of the organization, and we have successfully disrupted the traditional wealth management space through transparency, relentless commitment to truth, and honesty with our clients.

Engineering at Aperio Group

Engineering team and processes

Our engineering team operates under an Agile sprint methodology, with 2 week cycles and daily SCRUMs. We follow best practice ceremonies, such as Sprint Planning, Sprint Reviews and Retrospectives. Our practices are not just ritual but serve to truly better our practices.

We use Jira for task management; Confluence for our knowledge base; TestRail for our test case and case management; TestComplete for test automation; and Jenkins for continuous integration and delivery.

Technical Challenges

We build our own custom portfolio management tools and are constantly seeking to improve and make our processes more efficient, while extending the capabilities of our applications. Our business users are primarily on premises at our Sausalito headquarters, allowing significant collaboration and a constant feedback loop. As we have grown significantly over the years, our challenges are typical ones: refactoring functionality and applications; building our data capabilities; and keeping true to our technology roadmap while balancing business needs.

Projects you might work on
  • You would have the opportunity to work on our custom portfolio management tools, and consider broader application architectures as we look to continue to scale.

  • You would have the opportunity to work on and influence our significant data projects, including future analytics.

  • Refactoring opportunities, UI frameworks, enterprise application architecture, and data architecture and and integrations.

Tech stack

Working at Aperio Group

People are at the center of all we do. At Aperio, the client is sacred. We do our best for our clients, and we treat them the way we want to be treated. We are respectful, honest, and accountable. Our employees are exceptional people who apply these principles every day, and we value them greatly. We encourage them to think outside the box and take chances with the challenges they face every day, to grow their careers. Our work environment is collaborative, engaging, genuine, and fun!

Perks & benefits
  • Generous Vacation

    Flexible vacation policy.

  • Beautiful Office

    Based just over the Golden Gate Bridge from San Francisco in beautiful Sausalito.

  • Maternal/Paternal Leave
  • Health Insurance

    Variety of option with full premium paid for employee and partial premium paid for dependents. Vision and dental insurance included.

  • Team Activities

    Daily board games during lunch, organizes team lunches and team building activities.

  • 401(k) Contribution

    We offer matching 401(k) plan of up to 6% of base salary and bonus.

  • Other

    Summer hours: between Memorial Day and Labor Day every other Friday we get half day off.

  • Workshops/Conferences

    We provide annual stipend for engineers to use towards professional development. Additionally we sponsor attendance at events for professional activities.

  • Relocation

    We offer relocation package for candidates that would be moving to Bay Area to join Aperio Group.

Our Team by the Numbers

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