Turn partnerships into revenue with Crossbeam
See it in action
Company Profile
My Tags
Company tags are visible only to you. You can use them to mark & filter companies.

General Info

  • 501 - 1,000

  • United States

    • FinTech
    • Financial Services
    • SaaS
  • 2009

  • Cota CapitalD1 Capital PartnersLaurence Tosi
  • -

Partnership Info

  • 45

  • 2 - 5

  • Crossbeam
  • 7
  • 93
  • addepar.com/partners
  • Links to API and integration documentation for this company. developers.addepar.com/docs/welcome

Partner List

Salesforce
5,971 Partners
Technology Partner
Okta
1,203 Partners
Technology Partner
Sage Intacct
147 Partners
Channel Partner
RIMES Technologies
122 Partners
Technology Partner
Goldman Sachs
121 Partners
Channel Partner
J.P. Morgan
62 Partners
Channel Partner
Broadridge Financial Solution
47 Partners
Technology Partner
US Bank
45 Partners
Channel Partner
Lionpoint Group LLC
43 Partners
Channel Partner
Wealthbox CRM
40 Partners
Technology Partner
BNY Mellon
37 Partners
Channel Partner
Practifi
31 Partners
Technology Partner
UBS
30 Partners
Channel Partner
RBC
29 Partners
Channel Partner
Morningstar
26 Partners
Channel Partner
About Schwab
23 Partners
Channel Partner
Morgan Stanley
21 Partners
Technology Partner
State Street
18 Partners
Channel Partner
The Charles Schwab
16 Partners
Channel Partner
Betterment
16 Partners
Channel Partner
Merrill
15 Partners
Channel Partner
Bank of Montreal (BMO)
15 Partners
Channel Partner
Credit Suisse
13 Partners
Channel Partner
Interactive Brokers
11 Partners
Channel Partner
Clarity AI
11 Partners
Technology Partner

Partnership Ecosystem Map