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General Info

  • 501 - 1,000

  • United States

    • FinTech
    • Financial Services
    • SaaS
  • 2009

  • Cota CapitalD1 Capital PartnersLaurence Tosi
  • -

Partnership Info

  • 49

  • 2 - 5

  • Crossbeam
  • 1
  • 93
  • addepar.com/partners
  • Links to API and integration documentation for this company. developers.addepar.com/docs/welcome

Partner List

Salesforce
6,552 Partners
Technology Partner
Okta
1,300 Partners
Technology Partner
Sage Intacct
163 Partners
Channel Partner
Goldman Sachs
128 Partners
Channel Partner
RIMES Technologies
122 Partners
Technology Partner
J.P. Morgan
72 Partners
Channel Partner
US Bank
52 Partners
Channel Partner
Broadridge Financial Solution
51 Partners
Technology Partner
Wealthbox CRM
45 Partners
Technology Partner
Lionpoint Group LLC
43 Partners
Channel Partner
BNY Mellon
39 Partners
Channel Partner
Morningstar
35 Partners
Channel Partner
UBS
33 Partners
Channel Partner
Practifi
32 Partners
Technology Partner
RBC
31 Partners
Channel Partner
Morgan Stanley
27 Partners
Technology Partner
About Schwab
23 Partners
Channel Partner
Bank of Montreal (BMO)
19 Partners
Channel Partner
Two Sigma
19 Partners
Technology Partner
State Street
18 Partners
Channel Partner
Streamlined Ventures
18 Partners
Technology Partner
Betterment
17 Partners
Channel Partner
The Charles Schwab
16 Partners
Channel Partner
Merrill
15 Partners
Channel Partner
Credit Suisse
15 Partners
Channel Partner

Partnership Ecosystem Map