Addepar

65

Partners

addepar.com

https://integrations.addepar.com/

Partner List

Company	Type	Observations
CircleBlack		1	View Partnership
Asset-Map		1	View Partnership
Bipsync		1	View Partnership
Pontera		1	View Partnership
JIFFY.ai		1	View Partnership
YCharts		1	View Partnership
Apex Fintech Solutions		1	View Partnership
SEI Investments		1	View Partnership
Charles Schwab		1	View Partnership
Chicago Clearing		1	View Partnership
FactSet		1	View Partnership
EMoney		1	View Partnership
Voyant		1	View Partnership
Two Sigma	Technology Partner	1	View Partnership
Streamlined Ventures	Technology Partner	1	View Partnership
Vanilla	Technology Partner	1	View Partnership
Morgan Stanley	Technology Partner	2	View Partnership
Clarity AI	Technology Partner	1	View Partnership
About Schwab	Channel Partner	1	View Partnership
HiddenLevers	Channel Partner	1	View Partnership
Sage Intacct	Channel Partner	1	View Partnership
RedBlack	Technology Partner	1	View Partnership
Count	Technology Partner	1	View Partnership
AED Market	Technology Partner	1	View Partnership
Ultro Technologies	Technology Partner	1	View Partnership
CAIS	Technology Partner	1	View Partnership
Nationwide Retirement Solutions	Technology Partner	1	View Partnership
Interactive Brokers	Channel Partner	1	View Partnership
Lionpoint Group LLC	Channel Partner	1	View Partnership
Datafaction	Technology Partner	1	View Partnership
RIMES Technologies	Technology Partner	1	View Partnership
Morningstar	Channel Partner	1	View Partnership
Blackmar	Channel Partner	1	View Partnership
MoneyGuide	Channel Partner	1	View Partnership
BNY Mellon	Channel Partner	1	View Partnership
UBS	Channel Partner	1	View Partnership
BlazePortfolio	Channel Partner	1	View Partnership
Broadridge Financial Solution	Technology Partner	1	View Partnership
Dynasty Financial Partners	Technology Partner	2	View Partnership
Practifi	Technology Partner	2	View Partnership
Canoe Intelligence	Technology Partner	1	View Partnership
Itaú Unibanco	Technology Partner	1	View Partnership
J.P. Morgan	Channel Partner	1	View Partnership
Salesforce	Technology Partner	1	View Partnership
US Bank	Channel Partner	1	View Partnership
AdvisorPeak	Channel Partner	1	View Partnership
Wealthbox CRM	Technology Partner	1	View Partnership
The Charles Schwab	Channel Partner	1	View Partnership
Betterment	Channel Partner	1	View Partnership
State Street	Channel Partner	1	View Partnership

CircleBlack

1 observation

View Partnership →

Asset-Map

1 observation

View Partnership →

Bipsync

1 observation

View Partnership →

Pontera

1 observation

View Partnership →

JIFFY.ai

1 observation

View Partnership →

YCharts

1 observation

View Partnership →

Apex Fintech Solutions

1 observation

View Partnership →

SEI Investments

1 observation

View Partnership →

Charles Schwab

1 observation

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Chicago Clearing

1 observation

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FactSet

1 observation

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EMoney

1 observation

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Voyant

1 observation

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Two Sigma

Technology Partner 1 observation

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Streamlined Ventures

Technology Partner 1 observation

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Vanilla

Technology Partner 1 observation

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Morgan Stanley

Technology Partner 2 observations

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Clarity AI

Technology Partner 1 observation

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About Schwab

Channel Partner 1 observation

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HiddenLevers

Channel Partner 1 observation

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Sage Intacct

Channel Partner 1 observation

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RedBlack

Technology Partner 1 observation

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Count

Technology Partner 1 observation

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AED Market

Technology Partner 1 observation

View Partnership →

Ultro Technologies

Technology Partner 1 observation

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CAIS

Technology Partner 1 observation

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Nationwide Retirement Solutions

Technology Partner 1 observation

View Partnership →

Interactive Brokers

Channel Partner 1 observation

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Lionpoint Group LLC

Channel Partner 1 observation

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Datafaction

Technology Partner 1 observation

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RIMES Technologies

Technology Partner 1 observation

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Morningstar

Channel Partner 1 observation

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Blackmar

Channel Partner 1 observation

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MoneyGuide

Channel Partner 1 observation

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BNY Mellon

Channel Partner 1 observation

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UBS

Channel Partner 1 observation

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BlazePortfolio

Channel Partner 1 observation

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Broadridge Financial Solution

Technology Partner 1 observation

View Partnership →

Dynasty Financial Partners

Technology Partner 2 observations

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Practifi

Technology Partner 2 observations

View Partnership →

Canoe Intelligence

Technology Partner 1 observation

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Itaú Unibanco

Technology Partner 1 observation

View Partnership →

J.P. Morgan

Channel Partner 1 observation

View Partnership →

Salesforce

Technology Partner 1 observation

View Partnership →

US Bank

Channel Partner 1 observation

View Partnership →

AdvisorPeak

Channel Partner 1 observation

View Partnership →

Wealthbox CRM

Technology Partner 1 observation

View Partnership →

The Charles Schwab

Channel Partner 1 observation

View Partnership →

Betterment

Channel Partner 1 observation

View Partnership →

State Street

Channel Partner 1 observation

View Partnership →

Frequently Asked Questions

How many partners does Addepar have?

Addepar has 65 technology and channel partnerships tracked on Partnerbase.

Who are Addepar's partners?

Some of Addepar's partners include CircleBlack, Asset-Map, Bipsync, Pontera, JIFFY.ai. View the full list of 65 partners on Partnerbase.

Partnership Ecosystem

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