Addepar vs AdvisorEngine
AddeparInvestment Portfolio Management
CustomPublished price
AdvisorEngineWealth Management Platforms
$69/user/monthPublished price
Addepar Investment Portfolio Management Don't manage your data, activate it | AdvisorEngine Wealth Management Platforms Personal. Scientific. Beautiful.® | |
|---|---|---|
| Overview | ||
| Category | Investment Portfolio Management | Wealth Management Platforms |
| What it is | Wealth management technology platform providing data aggregation, analytics, and performance reporting for RIAs and family offices. | Wealth management technology platform with CRM, portfolio, and proposals. |
| Pricing | ||
| Published price | Custom No self-serve pricing; AUM-based, quote-only. Third-party sources (Sacra, RFP.wiki) report ~0.008%-0.03% of AUM annually, higher rates for firms under $350M AUM, with a ~$50,000/y… | $69/user/month AdvisorEngine CRM is published at $69 per user per month, billed annually, with a three-user minimum. Broader platform pricing varies by firm size and selected features and is quo… |
| Pricing model | Custom quote | Per seat |
| Free options | No free plan · No free trial | No free plan · No free trial |
| Deal on Cubbie | None right now | None right now |
| Company | ||
| Founded | 2009 | 2014 |
| Team size | 501-1000 employees | 201-500 employees |
| Headquarters | Mountain View, CA | New York, NY |