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General Info

  • 501 - 1,000

  • United States

    • FinTech
    • Financial Services
    • SaaS
  • 2009

  • Cota CapitalD1 Capital PartnersLaurence Tosi
  • -

Partnership Info

  • 42

  • 2 - 5

  • -
  • 7
  • 93
  • addepar.com/partners
  • Links to API and integration documentation for this company. developers.addepar.com/docs/welcome

Partner List

Salesforce
5,822 Partners
Technology Partner
Okta
1,177 Partners
Technology Partner
Sage Intacct
144 Partners
Channel Partner
Rimes Technologies
121 Partners
Technology Partner
Goldman Sachs
118 Partners
Channel Partner
J.P. Morgan
56 Partners
Channel Partner
Broadridge Financial Solution
47 Partners
Technology Partner
Lionpoint Group LLC
43 Partners
Channel Partner
US Bank
40 Partners
Channel Partner
Wealthbox CRM
37 Partners
Technology Partner
BNY Mellon
33 Partners
Channel Partner
Practifi
31 Partners
Technology Partner
Morningstar
25 Partners
Channel Partner
UBS
25 Partners
Channel Partner
RBC
23 Partners
Channel Partner
TD Ameritrade
21 Partners
Channel Partner
Morgan Stanley
19 Partners
Technology Partner
State Street
16 Partners
Channel Partner
Betterment
15 Partners
Channel Partner
Charles Schwab
15 Partners
Channel Partner
Bank of Montreal (BMO)
12 Partners
Channel Partner
Merrill Lynch
12 Partners
Channel Partner
Interactive Brokers
11 Partners
Channel Partner
Credit Suisse
10 Partners
Channel Partner
Clarity AI
10 Partners
Technology Partner

Partnership Ecosystem Map