Addepar Partnerships · Partnerbase

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Company Profile

Addepar

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General Info

Employees
501 - 1,000
Location
United States
Industries
- FinTech
- Financial Services
- SaaS
Founded
2009
Investors
Cota CapitalD1 Capital PartnersLaurence Tosi
Parent Company -

Partnership Info

Number of Partners
48
Partner Team Size The number of employees working on partnerships alliances, etc. at this company
2 - 5
Partner Tech Stack The software this company uses as part of their partnership program.
Crossbeam
Recent Partners Added The number of partners this company has added on Partnerbase in the last 90 days.
1
Partnerbase Score A proprietary score from 0-100 that shows how centrally connected this company is in the Partnerbase network (higher is more connected).
94
Partner Pages Links to this company's partner page, portal, integration marketplace, etc.
addepar.com/partners
API Documentation Links to API and integration documentation for this company. developers.addepar.com/docs/welcome

Salesforce

6,416 Partners

Technology Partner

Okta

1,263 Partners

Technology Partner

Sage Intacct

160 Partners

Channel Partner

Goldman Sachs

128 Partners

Channel Partner

RIMES Technologies

122 Partners

Technology Partner

J.P. Morgan

71 Partners

Channel Partner

US Bank

52 Partners

Channel Partner

Broadridge Financial Solution

51 Partners

Technology Partner

Wealthbox CRM

43 Partners

Technology Partner

Lionpoint Group LLC

43 Partners

Channel Partner

BNY Mellon

39 Partners

Channel Partner

Morningstar

34 Partners

Channel Partner

UBS

32 Partners

Channel Partner

Practifi

31 Partners

Technology Partner

RBC

31 Partners

Channel Partner

Morgan Stanley

27 Partners

Technology Partner

About Schwab

23 Partners

Channel Partner

Two Sigma

19 Partners

Technology Partner

Bank of Montreal (BMO)

19 Partners

Channel Partner

Streamlined Ventures

18 Partners

Technology Partner

State Street

18 Partners

Channel Partner

Betterment

17 Partners

Channel Partner

The Charles Schwab

16 Partners

Channel Partner

Credit Suisse

15 Partners

Channel Partner

Merrill

15 Partners

Channel Partner

48 Partners

Company	Partnerbase Score	Partners	Type
Salesforce View Company	100	6,416 Partners	Technology
Okta View Company	100	1,263 Partners	Technology
Sage Intacct View Company	99	160 Partners	Channel
Goldman Sachs View Company	92	128 Partners	Channel
RIMES Technologies View Company	97	122 Partners	Technology
J.P. Morgan View Company	96	71 Partners	Channel
US Bank View Company	98	52 Partners	Channel
Broadridge Financial Solution View Company	95	51 Partners	Technology
Wealthbox CRM View Company	98	43 Partners	Technology
Lionpoint Group LLC View Company	97	43 Partners	Channel
BNY Mellon View Company	96	39 Partners	Channel
Morningstar View Company	93	34 Partners	Channel
UBS View Company	89	32 Partners	Channel
Practifi View Company	98	31 Partners	Technology
RBC View Company	85	31 Partners	Channel
Morgan Stanley View Company	85	27 Partners	Technology
About Schwab View Company	93	23 Partners	Channel
Two Sigma View Company	83	19 Partners	Technology
Bank of Montreal (BMO) View Company	90	19 Partners	Channel
Streamlined Ventures View Company	84	18 Partners	Technology
State Street View Company	85	18 Partners	Channel
Betterment View Company	91	17 Partners	Channel
The Charles Schwab View Company	92	16 Partners	Channel
Credit Suisse View Company	84	15 Partners	Channel
Merrill View Company	95	15 Partners	Channel

Company Profile

Addepar

General Info

Partnership Info

Partner List

Partnership Ecosystem Map