Reviewed by the Softwares.com Editorial Team · Last updated June 2026 · How we rate
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
What is Addepar?
Addepar is a wealth management tool from Addepar. Addepar aggregates and analyzes complex portfolios for wealth managers and family offices.
Addepar uses subscription pricing. Custom.
It's best suited to family-offices, wealth-managers and runs on Web, Api.
Standout strengths include handles complex assets, powerful reporting, family-office grade. Worth weighing: expensive, for larger firms.
Addepar pricing
Pros
- Handles complex assets
- Powerful reporting
- Family-office grade
Cons
- Expensive
- For larger firms
Addepar vs alternatives
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Frequently asked questions
What is Addepar?
Addepar aggregates and analyzes complex portfolios for wealth managers and family offices.
How much does Addepar cost?
Addepar is subscription-priced.
Does Addepar have a free trial?
Addepar does not advertise a free trial.
What platforms does Addepar support?
Addepar is available on Web, Api.