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Addepar intelligence, now available in Claude. Join the Addepar MCP beta waitlist! Addepar Sub-Processor List Legal & Privacy Resources Terms of Use Test Drive Terms of Service Privacy Policy Data Privacy Framework Privacy Policy Cookies Policy 2024/2025 SOC 3 Report Integration Center Disclaimer Anti-Modern Slavery Statement Data Pledge Third Party Provider Terms Addepar Sub-Processor List 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