Partner Types

Data

Solution

Technology

Tiers
Preferred Plus

Charles Schwab

Schwab’s shared commitment with Addepar provides independent advisors with the modern digital workflows they need for growth.

The leading custodian for RIAs, Schwab brings the breadth of services and depth of capabilities that advisors need to build successful client-focused businesses. Schwab and Addepar are committed to providing RIAs and family offices access to rich custodial data and efficient digital tools, like direct uploading of management fees, that save time. Combined, these two solutions deliver a cohesive platform environment that helps advisors create elevated client experiences and grow their firms.