Addepar
AI wealth management platform aggregating $6T+ in AUM with portfolio analytics for advisors and family offices.
Why choose Addepar
Addepar is an AI-powered wealth management data platform used by $6+ trillion in assets under management. It aggregates investment data from any custodian, analyzes portfolio performance across all asset classes, and delivers AI-powered reporting and analytics for wealth advisors and family offices managing complex portfolios.
- Handles complex multi-asset portfolios
- $6T+ AUM validates scale
- Best-in-class for family offices
- Strong data aggregation
Where it falls short
- Expensive for smaller RIAs
- Implementation complexity
- AUM-based pricing scales cost
Best for these users
Pricing overview
AUM-based pricing for RIAs and family offices. Contact sales.
Check current pricing →Key features
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The verdict
Addepar is a solid choice for business teams who need handles complex multi-asset portfolios. At paid, it delivers good value. Main caveat: expensive for smaller rias. Compare with alternatives before committing.