Partner Program

Our global ecosystem of trusted partners is carefully curated to deliver a best-in-class experience for our mutual clients

What can Addepar Partners
do for your business?

We integrate with financial institutions responsible for the safekeeping of client assets as well as a vast range of other Data Providers, Integration Partners and Service Partners.

We’ve included a short description of the categories of partners we work with to help our clients leverage powerful data, streamline workflows and deliver the best possible outcomes for their customers. To learn more about the partners in our ecosystem visit our Integration Center.

Drive measurable results

Count on knowledgable partners who are committed to seeing your firm reach its fullest potential.

Advance your business

Leverage powerful data to fuel your firm's growth so you can deliver unparalleled client experiences.

Save your time

Enable thoughtfully designed integrations to streamline your workflows, so you can spend more time with your clients.

Portfolio Data Partners

Addepar ingests hundreds of direct data feeds from banks, custodians, fund administrators, alternative platforms, aggregators and market data providers to deliver unparalleled data quality and breadth.

Integration Partners

Seamlessly and securely integrate Addepar and drive workflow efficiency. Spend less time toggling between systems and more time with your clients.

Services Partners

We work with a growing ecosystem of best-in-class services providers, designed to help you maximize the value of Addepar. Our Services Partners help clients design, implement and operate the Addepar platform.

Please contact your Client Success Manager or the Addepar Partnerships Team for more information.

Learn more

Create a more transparent financial system