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Addepar vs Altruist

Updated June 2026 · A structured head-to-head comparison.

Wealth data and analytics.

Custodian built for RIAs.

The verdict

Both Addepar and Altruist are credible wealth management tools, and the right pick comes down to your priorities.

Addepar — Wealth data and analytics.

Choose Altruist if you'd rather have a lower starting price (free) and a free plan to start on. Custodian built for RIAs.

Addepar vs Altruist: side by side

DimensionAddeparAltruist
Starting priceCustomFreeWinner
Free planNoYesWinner
Pricing modelSubscriptionFreemium
Best forFamily Offices, Wealth ManagersRias, Advisors
PlatformsWeb, ApiWeb, Ios
Rating4.4/54.6/5

Addepar key facts

Vendor
Addepar
Pricing
Subscription — Custom
Free tier
No
Platforms
Web, Api
Best for
Family Offices, Wealth Managers
Editor rating
4.4 / 5
Founded
2009
Headquarters
Mountain View, CA, USA

Altruist key facts

Vendor
Altruist
Pricing
Freemium — Free
Free tier
Yes
Platforms
Web, Ios
Best for
Rias, Advisors
Editor rating
4.6 / 5
Founded
2018
Headquarters
Los Angeles, CA, USA

Frequently asked questions

Is Addepar better than Altruist?

Neither is universally better — Altruist edges ahead on overall rating, but the best choice depends on price, platforms, and your use case. See the side-by-side table above.

Is Addepar or Altruist cheaper?

Altruist is the more affordable of the two to get started, at free. Addepar starts at custom; Altruist starts at free.

Can Addepar replace Altruist?

Yes for most teams — both are wealth management tools with heavily overlapping features. The main trade-offs are pricing and platform support, covered in the comparison above.