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
50
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

6,720 Partners

Technology Partner

Okta

1,367 Partners

Technology Partner

Sage Intacct

171 Partners

Channel Partner

Goldman Sachs

130 Partners

Channel Partner

RIMES Technologies

122 Partners

Technology Partner

J.P. Morgan

73 Partners

Channel Partner

US Bank

59 Partners

Channel Partner

Broadridge Financial Solution

54 Partners

Technology Partner

Wealthbox CRM

49 Partners

Technology Partner

Fidelity Investments

47 Partners

Technology Partner

MoneyGuide

45 Partners

Channel Partner

Lionpoint Group LLC

43 Partners

Channel Partner

Morningstar

42 Partners

Channel Partner

BNY Mellon

41 Partners

Channel Partner

RBC

35 Partners

Channel Partner

eMoney Advisor

34 Partners

Technology Partner

UBS

34 Partners

Channel Partner

Practifi

34 Partners

Technology Partner

Morgan Stanley

29 Partners

Technology Partner

About Schwab

23 Partners

Channel Partner

Bank of Montreal (BMO)

22 Partners

Channel Partner

State Street

21 Partners

Channel Partner

Betterment

19 Partners

Channel Partner

Two Sigma

19 Partners

Technology Partner

Streamlined Ventures

18 Partners

Technology Partner

50 Partners

Company	Partnerbase Score	Partners	Type
Salesforce View Company	100	6,720 Partners	Technology
Okta View Company	100	1,367 Partners	Technology
Sage Intacct View Company	99	171 Partners	Channel
Goldman Sachs View Company	92	130 Partners	Channel
RIMES Technologies View Company	97	122 Partners	Technology
J.P. Morgan View Company	96	73 Partners	Channel
US Bank View Company	98	59 Partners	Channel
Broadridge Financial Solution View Company	95	54 Partners	Technology
Wealthbox CRM View Company	98	49 Partners	Technology
Fidelity Investments View Company	95	47 Partners	Technology
MoneyGuide View Company	84	45 Partners	Channel
Lionpoint Group LLC View Company	97	43 Partners	Channel
Morningstar View Company	93	42 Partners	Channel
BNY Mellon View Company	95	41 Partners	Channel
RBC View Company	85	35 Partners	Channel
eMoney Advisor View Company	94	34 Partners	Technology
UBS View Company	89	34 Partners	Channel
Practifi View Company	98	34 Partners	Technology
Morgan Stanley View Company	85	29 Partners	Technology
About Schwab View Company	92	23 Partners	Channel
Bank of Montreal (BMO) View Company	90	22 Partners	Channel
State Street View Company	88	21 Partners	Channel
Betterment View Company	91	19 Partners	Channel
Two Sigma View Company	83	19 Partners	Technology
Streamlined Ventures View Company	83	18 Partners	Technology

Company Profile

Addepar

General Info

Partnership Info

Partner List

Partnership Ecosystem Map