softwares.com
Explore

Best Addepar alternatives in 2026

Looking for an alternative to Addepar? Whether you've outgrown it, find the pricing steep, or just want to weigh your options, these are the strongest wealth management alternatives in 2026 — ranked on pricing, features, and who each one fits best. Addepar itself starts at custom, so we've flagged where each option is cheaper, simpler, or more specialized.

  1. 1
    Holistiplan
    Best for: advisors

    Tax planning for advisors. A popular wealth management alternative to Addepar — from $499/yr. Particularly strong for advisors.

  2. 2
    RightCapital
    Best for: advisors

    If Addepar feels like overkill or over-budget, RightCapital is a leaner option. Financial planning software. Pricing: from $139/mo.

  3. 3
    Advyzon
    Best for: independent-advisors

    Advyzon goes head-to-head with Addepar on features. All-in-one advisor platform. Best suited to independent-advisors. Custom.

  4. 4
    Wealthbox
    Best for: rias

    A well-rated wealth management pick. CRM for financial advisors. Wealthbox starts at from $45/user/mo, making it a credible Addepar replacement.

  5. 5
    Altruist
    Best for: rias

    Custodian built for RIAs. A popular wealth management alternative to Addepar with a genuinely usable free tier — free. Particularly strong for rias.

  6. 6
    Nitrogen
    Best for: advisors

    If Addepar feels like overkill or over-budget, Nitrogen is a leaner option. Risk and growth for advisors. Pricing: custom.

  7. 7
    Orion
    Best for: rias

    Orion goes head-to-head with Addepar on features. Tech platform for advisors. Best suited to rias. Custom.

  8. 8
    Gong
    Best for: sales-teams

    A well-rated sales engagement pick. Revenue intelligence from conversations. Gong starts at custom, making it a credible Addepar replacement.

Still considering Addepar itself? Read our Addepar review →

Frequently asked questions

What is the best Addepar alternative?

Holistiplan is our top-rated Addepar alternative for 2026. Tax planning for advisors. From $499/yr.

Is there a free Addepar alternative?

Yes — Altruist offers a free tier you can start on without a credit card.

Why switch from Addepar?

Common reasons are price, a simpler feature set, better fit for a specific use case, or platform support. Each tool above notes where it has an edge over Addepar.