Updated as of September 8, 2026
Affiliate Sub-processors
Addepar may use the following Affiliate Sub-processors to assist with the delivery of Addepar Services:
|
Sub-processor |
Subject Matter of Processing |
Nature of Processing |
Duration of Processing |
Processing Location |
|
Addepar UK Limited |
The Personal Data that Processor Processes on behalf of Controller in connection with the execution of the Master Agreement. |
Operation of a data operations platform on behalf of Addepar, as well as product support. |
Duration of the relationship with the Controller. |
Scotland, United Kingdom |
|
Addepar Technology India Private Limited |
The Personal Data that Processor Processes on behalf of Controller in connection with the execution of the Master Agreement. |
Operation of a data operations platform on behalf of Addepar, as well as product support. |
Duration of the relationship with the Controller. |
Pune, India |
|
Addepar Brasil LTD |
The Personal Data that Processor Processes on behalf of Controller in connection with the execution of the Master Agreement. |
Operation of a data operations platform on behalf of Addepar, as well as product support. |
Duration of the relationship with the Controller. |
Brasil |
|
Addepar Singapore PTE. LTD. |
The Personal Data that Processor Processes on behalf of Controller in connection with the execution of the Master Agreement. |
Operation of a data operations platform on behalf of Addepar, as well as product support. |
Duration of the relationship with the Controller. |
Singapore |
|
Addepar Canada Inc. |
The Personal Data that Processor Processes on behalf of Controller in connection with the execution of the Master Agreement. |
Operation of a data operations platform on behalf of Addepar, as well as product support. |
Duration of the relationship with the Controller. |
Vancouver BC, Canada |
|
Addepar Switzerland AG |
The Personal Data that Processor Processes on behalf of Controller in connection with the execution of the Master Agreement. |
Operation of a data operations platform on behalf of Addepar, as well as product support. |
Duration of the relationship with the Controller. |
Switzerland |
|
Addepar Technology Middle East LTD |
The Personal Data that Processor Processes on behalf of Controller in connection with the execution of the Master Agreement. |
Operation of a data operations platform on behalf of Addepar, as well as product support. |
Duration of the relationship with the Controller. |
UAE |
|
Addepar Ireland Limited |
The Personal Data that Processor Processes on behalf of Controller in connection with the execution of the Master Agreement. |
Operation of a data operations platform on behalf of Addepar, as well as product support. |
Duration of the relationship with the Controller. |
Ireland |
Infrastructure & Sales Enablement Sub-processors
Addepar may use the following Sub-processors to provide infrastructure that assists with the delivery of Addepar Services:
|
Sub-processor |
Subject Matter of Processing |
Nature of Processing |
Duration of Processing |
Processing Location |
|
Abnormal Security |
The Personal Data that Processor Processes on behalf of Controller in connection with the execution of the Master Agreement. |
Provision of a service for detection of malicious emails. |
Duration of the relationship with the Controller. |
USA, EU |
|
Airbyte, Inc. |
The Personal Data that Processor Processes on behalf of Controller in connection with the execution of the Master Agreement. |
Operation of a data replication tool and business analytics on behalf of Adepar. |
Duration of the relationship with the Controller. |
USA |
|
Allego, Inc. |
The Personal Data that Processor Processes on behalf of Controller in connection with the execution of the Master Agreement. |
Operation of a platform for management of client contact information, external training and call recording on behalf of Addepar. |
Duration of the relationship with the Controller. |
USA |
|
Apigee X (Google) |
The Personal Data that Processor Processes on behalf of Controller in connection with the execution of the Master Agreement. |
Provision of API management software to the processor. |
Duration of the relationship with the Controller. |
USA |
|
Asora Technologies, Ltd |
The Personal Data that Processor Processes on behalf of Controller, as applicable, in connection with the execution of the Master Agreement. |
Operation of certain data feeds for the loading of custodial data on behalf of Addepar |
Through the earlier of (1) the duration of the relationship with the Controller, (2) Addepar's replacement of such Asora data feed, or (3) termination of processing of Subscriber Data via such data feed. |
Republic of Ireland |
|
AWS |
The Personal Data that Processor Processes on behalf of Controller in connection with the execution of the Master Agreement. |
Operation of a data hosting service on behalf of Addepar. |
Duration of the relationship with the Controller. |
USA |
|
Atlassian |
The Personal Data that Processor Processes on behalf of Controller in connection with the execution of the Master Agreement. |
Operation of an internal support collaboration platform, management of help desk tickets on behalf of Addepar. |
Duration of the relationship with the Controller. |
USA |
|
Box |
The Personal Data that Processor Processes on behalf of Controller in connection with the execution of the Master Agreement. |
Operation of a cloud based data warehousing service onbehalf of Addepar. |
Duration of the relationship with the Controller. |
USA |
|
Databricks |
The Personal Data that Processor Processes on behalf of Controller in connection with the execution of the Master Agreement. |
Operation of a data warehousing service on behalf of Addepar. |
Duration of the relationship with the Controller. |
USA |
|
Google Apps |
The Personal Data that Processor Processes on behalf of Controller in connection with the execution of the Master Agreement. |
Provision of email, document generation, Gemini AI for productivity tooling, and storage services to Addepar, including contact information and other email content related to customers. |
Duration of the relationship with the Controller. |
USA |
|
Heap |
The Personal Data that Processor Processes on behalf of Controller in connection with the execution of the Master Agreement. |
Operation of a digital insights and usage analytics platform on behalf of Addepar. |
Duration of the relationship with the Controller. |
USA |
|
Kong, Inc. |
The Personal Data that Processor Processes on behalf of Controller, as applicable, in connection with the execution of the Master Agreement. |
Provision of management and infrastructure layer for Processor’s API traffic. |
Duration of the relationship with the Controller. |
USA, Republic of Ireland |
|
Looker |
The Personal Data that Processor Processes on behalf of Controller in connection with the execution of the Master Agreement. |
Operation of a business intelligence platform on behalf of Addepar. |
Duration of the relationship with the Controller. |
USA |
|
Monday.com, Ltd. |
The Personal Data that Processor Processes on behalf of Controller in connection with the execution of the Master Agreement. |
Provision of project management software. |
Duration of the relationship with the Controller. |
USA |
|
Retool, Inc. |
The Personal Data that Processor Processes on behalf of Controller in connection with the execution of the Master Agreement. |
Management of client administrative information. |
Duration of the relationship with the Controller |
Ireland |
|
Salesforce |
The Personal Data that Processor Processes on behalf of Controller in connection with the execution of the Master Agreement. |
Operation of a customer relationship management platform on behalf of Addepar. |
Duration of the relationship with the Controller. |
USA |
|
SendSafely |
The Personal Data that Processor Processes on behalf of Controller in connection with the execution of the Master Agreement. |
Operation of an encrypted file exchange tool on behalf of Addepar. |
Duration of the relationship with the Controller. |
USA |
|
Sentry |
The Personal Data that Processor Processes on behalf of Controller in connection with the execution of the Master Agreement. |
Operation of performance monitoring on behalf of Addepar. |
Duration of the relationship with the Controller. |
USA |
|
Slack Technologies |
The Personal Data that Processor Processes on behalf of Controller in connection with the execution of the Master Agreement. |
Operation of an instant messaging platform on behalf of Addepar. |
Duration of the relationship with the Controller. |
USA |
|
Snowflake |
The Personal Data that Processor Processes on behalf of Controller in connection with the execution of the Master Agreement. |
Operation of a cloud based data warehousing service on behalf of Addepar. |
Duration of the relationship with the Controller. |
USA |
|
Workramp |
The Personal Data that Processor Processes on behalf of Controller in connection with the execution of the Master Agreement. |
Operation of a learning management platform on behalf of Addepar. |
Duration of the relationship with the Controller. |
USA |
|
ZenDesk |
The Personal Data that Processor Processes on behalf of Controller in connection with the execution of the Master Agreement. |
Operation of a cloud-based help desk support ticketing service and management platform on behalf of Addepar. |
Duration of the relationship with the Controller. |
USA |
|
Zoom Video Communications |
The Personal Data that Processor Processes on behalf of Controller in connection with the execution of the Master Agreement. |
Operation of video, audio and phone communications platform on behalf of Addepar. |
Duration of the relationship with the Controller. |
USA |
Location-specific Sub-processors
For clients located in the EU or other non-U.S. jurisdictions, Addepar may use the following Sub-processors to provide infrastructure that assists with the delivery of Addepar Services:
|
Sub-processor |
Subject Matter of Processing |
Nature of Processing |
Duration of Processing |
Processing Location |
|
Apigee X (Google) |
The Personal Data that Processor Processes on behalf of Controller in connection with the execution of the Master Agreement. |
Provision of API management software to the processor. |
Duration of the relationship with the Controller. |
Belgium |
|
AWS |
The Personal Data that Processor Processes on behalf of Controller in connection with the execution of the Master Agreement. |
Operation of a data hosting service on behalf of Addepar. |
Duration of the relationship with the Controller. |
Republic of Ireland |
|
Databricks |
The Personal Data that Processor Processes on behalf of Controller in connection with the execution of the Master Agreement. |
Operation of a data warehousing service on behalf of Addepar. |
Duration of the relationship with the Controller. |
Republic of Ireland |
Service-specific Sub-processors
Addepar may use the following Sub-processors to provide specific functionality or other Services to process Subscriber Data upon a Subscriber's request:
|
Sub-processor |
Subject Matter of Processing |
Nature of Processing |
Duration of Processing |
Processing Location |
|
AltExchange, Inc. |
The Personal Data that Processor Processes on behalf of Controller in connection with the execution of the Master Agreement. |
Operation of a document collection tool on behalf of Addepar. |
Duration of relationship with the Controller. |
USA |
|
Box, Inc. |
The Personal Data that Processor Processes on behalf of Controller in connection with the execution of the Master Agreement. |
Provision of file management capabilities within the Addepar Platform. |
Duration of relationship with the Controller. |
USA |
|
Input Zero Technologies Pvt Ltd |
The Personal Data that Processor Processes on behalf of Controller in connection with the execution of the Master Agreement. |
Provision of services to facilitate the collection and onboarding of client documentation to the Addepar Platform. |
Duration of relationship with the Controller. |
Pune, India |
|
Mirador, LLC |
The Personal Data that Processor Processes on behalf of Controller in connection with the execution of the Master Agreement. |
Operation of an alts data management platform on behalf of Addepar. |
Duration of the relationship with the Controller. |
USA |
|
Mirador, LLC |
The Personal Data that Processor Processes on behalf of Controller in connection with the execution of the Master Agreement. |
Provision of implementation services for certain clients on behalf of Addepar. |
Duration of the relationship with the Controller. |
USA |
|
Mirador, Worldwide Ltd |
The Personal Data that Processor Processes on behalf of Controller in connection with the execution of the Master Agreement. |
Operation of an alts data management platform on behalf of Addepar. |
Duration of the relationship with the Controller. |
Scotland, United Kingdom |
|
Lightspeed |
The Personal Data that Processor Processes on behalf of Controller, as applicable, with the execution of the Master Agreement. |
Provision of trading functionality on behalf of Addepar. |
Duration of relationship with the Controller. |
USA |
|
UiPath, Inc. |
The Personal Data that Processor Processes on behalf of Controller, as applicable, with the execution of the Master Agreement. |
Provision of automated data transformation and processing functionality on behalf of Addepar. |
Duration of relationship with the Controller. |
Republic of Ireland |