MoneyGuide

47
Partners
moneyguidepro.com

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Partner List

Wealthbox CRM
Technology 51–200 Software & Tech
FIS Global
Technology 10,001+ Financial Services
Fidelity Investments
Technology 10,001+ Financial Services
SS&C Advent
Technology 10,001+ Financial Services
Addepar
Channel 1001–5000 Software & Tech
TradePMR
Technology 51–200 Financial Services
Charles Schwab
Technology 10,001+ Financial Services
Morningstar
Technology 10,001+ Financial Services
Redtail Technology
Technology 51–200 Software & Tech
SS&C Black Diamond
Technology 1001–5000 Financial Services
JIFFY.ai
Technology 51–200 Software & Tech
Broadridge Financial Solutions
Technology 10,001+ Financial Services
Orion Advisor Solutions
Technology 201–500 Software & Tech
eMoney
Technology 501–1000 Financial Services
Envestnet Data & Analytics
Technology 1001–5000 Financial Services
Envestnet | Tamarac
Technology 201–500 —
MX Technologies, Inc.
Technology 501–1000 Financial Services
Practifi
Technology 51–200 Financial Services
PreciseFP
Technology 2–10 —
Advyzon
Technology 11–50 Financial Services
Asset-Map
Technology 11–50 —
Yodlee
Technology 1001–5000 Financial Services
BNY Pershing
Technology 5001–10000 Financial Services
CircleBlack
Technology 11–50 Financial Services
Junxure
Technology 51–200 Financial Services
Edward Jones
Technology 10,001+ Financial Services
AdvicePay
Technology 11–50 Financial Services
Blueleaf
Technology 11–50 Marketing & Advertising
Ladder
Technology 51–200 Financial Services
Altruist
Technology 201–500 Financial Services
Infovisa
Technology 11–50 Software & Tech
Nitrogen Wealth
Technology 201–500 Software & Tech
LPL Financial
Technology 5001–10000 Financial Services
BridgeFT
Technology 11–50 Financial Services
FinFolio
Technology 11–50 Financial Services
HiddenLevers
Technology 11–50 —
StratiFi Technologies
Technology 11–50 Financial Services
AppCrown
Technology 2–10 —
Tolerisk
Technology 2–10 Financial Services
AdvisoryWorld
Technology 2–10 —
Healthpilot Technologies
Technology 11–50 Financial Services
Panoramix Financial
Technology 2–10 Software & Tech
Advisors Assistant
Technology 2–10 Software & Tech
Big Brain Works
Technology — —
Wealth Access
Technology 11–50 —
PayForED
Technology 2–10 Software & Tech
Trucendent
Technology 2–10 Financial Services

Frequently Asked Questions

How many partners does Addepar have?

Addepar has 47 technology and channel partnerships tracked on Partnerbase.

Who are Addepar's partners?

Some of Addepar's partners include Wealthbox CRM, FIS Global, Fidelity Investments, SS&C Advent, Addepar. View the full list of 47 partners on Partnerbase.

Partnership Ecosystem