Company Profile
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General Info

  • 501 - 1,000

  • United States

    • FinTech
    • Financial Services
    • SaaS
  • 2009

  • Cota CapitalD1 Capital PartnersLaurence Tosi
  • -

Partnership Info

  • 38

  • 2 - 5

  • -
  • 3
  • 92
  • addepar.com/partners
  • Links to API and integration documentation for this company. developers.addepar.com/docs/welcome

Partner List

Salesforce
5,512 Partners
Technology Partner
Okta
1,117 Partners
Technology Partner
Sage Intacct
129 Partners
Channel Partner
Rimes Technologies
121 Partners
Technology Partner
Goldman Sachs
115 Partners
Channel Partner
Broadridge Financial Solution
47 Partners
Technology Partner
J.P. Morgan
44 Partners
Channel Partner
Lionpoint Group
41 Partners
Channel Partner
US Bank
39 Partners
Channel Partner
BNY Mellon
32 Partners
Channel Partner
Wealthbox CRM
30 Partners
Technology Partner
Practifi
29 Partners
Technology Partner
Morningstar
24 Partners
Channel Partner
UBS
23 Partners
Channel Partner
RBC
22 Partners
Channel Partner
TD Ameritrade
21 Partners
Channel Partner
Morgan Stanley
18 Partners
Technology Partner
Charles Schwab
15 Partners
Channel Partner
Betterment
14 Partners
Channel Partner
Merrill Lynch
12 Partners
Channel Partner
State Street
12 Partners
Channel Partner
Bank of Montreal (BMO)
11 Partners
Channel Partner
Interactive Brokers
9 Partners
Channel Partner
Credit Suisse
8 Partners
Channel Partner
eMoney Advisor
7 Partners
Technology Partner

Partnership Ecosystem Map