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General Info

  • 501 - 1,000

  • United States

    • FinTech
    • Financial Services
    • SaaS
  • 2009

  • Cota CapitalD1 Capital PartnersLaurence Tosi
  • -

Partnership Info

  • 47

  • 2 - 5

  • Crossbeam
  • 5
  • 94
  • addepar.com/partners
  • Links to API and integration documentation for this company. developers.addepar.com/docs/welcome

Partner List

Salesforce
6,070 Partners
Technology Partner
Okta
1,219 Partners
Technology Partner
Sage Intacct
152 Partners
Channel Partner
Goldman Sachs
124 Partners
Channel Partner
RIMES Technologies
122 Partners
Technology Partner
J.P. Morgan
66 Partners
Channel Partner
US Bank
48 Partners
Channel Partner
Broadridge Financial Solution
47 Partners
Technology 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
28 Partners
Channel Partner
Morgan Stanley
23 Partners
Technology Partner
About Schwab
23 Partners
Channel Partner
Two Sigma
19 Partners
Technology Partner
State Street
18 Partners
Channel Partner
Streamlined Ventures
18 Partners
Technology Partner
Bank of Montreal (BMO)
17 Partners
Channel Partner
Betterment
16 Partners
Channel Partner
The Charles Schwab
16 Partners
Channel Partner
Credit Suisse
15 Partners
Channel Partner
Merrill
15 Partners
Channel Partner

Partnership Ecosystem Map