Addepar
Transform wealth operations with data and native AI
Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Leading the industry since 2009, it serves the financial services ecosystem with a trusted platform.
| Best for | Wealth management firms and fund managers |
| Website | addepar.com |
Company facts
| Social profiles | X, YouTube |
Facilities and features
- Integrations
What stands out
The product provides an unmatched data foundation that turns data into a firm-wide AI-ready asset.
“Drive clarity, confidence and control with an unmatched data foundation that turns data into a firm-wide AI-ready asset”Addepar, own website
Addepar offers a capability-rich service plan designed to help clients achieve results faster through long-term partnerships.
“Our capability-rich service plan is designed to help you achieve results faster. Our team members dedicate themselves to building long-term partnerships.”Addepar, own website
Strengths and trade-offs
- The product provides an unmatched data foundation that turns data into a firm-wide AI-ready asset.
- Addepar offers a capability-rich service plan designed to help clients achieve results faster through long-term partnerships.
Appears in
How Addepar ranks
#5 in Best wealth management software
How the score is made up: Evidence on its own site 20; How complete its published information is 16; Fit to this ranking's criteria 40; Buying information on its own site 8.
“Solutions Firm Wealth Management Scale efficiently while elevating the client experience.”Addepar, own website
Alternatives to Addepar
 PreciseFPAI-enabled data gathering built for financial advisors | #1 in Best wealth management software | 98.0 |
 NitrogenEngage clients, win business, and retain fearless investors | #2 in Best wealth management software | 90.0 |
 eMoney AdvisorEverything you need for every stage of advice. | #3 in Best wealth management software | 88.0 |
 Asset-MapHolistic planning across life stages in one powerful visual platform | #4 in Best wealth management software | 86.0 |
 AssetBookPortfolio management and reporting software advisors actually want to use | #6 in Best wealth management software | 84.0 |
 EnvestnetAdaptive WealthTech platform for advisors | #7 in Best wealth management software | 84.0 |
Questions about Addepar
Who is Addepar best for?
Addepar is best for wealth management firms and fund managers.
Where does Addepar rank?
Addepar is ranked #5 in Best wealth management software (Lister Score 84.0).
What are the best alternatives to Addepar?
The closest alternatives on Lister are PreciseFP (#1 in Best wealth management software), Nitrogen (#2 in Best wealth management software) and eMoney Advisor (#3 in Best wealth management software).
Is this your company?
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