Addepar vs Allfunds Tech
AddeparInvestment Portfolio Management
CustomPublished price
Allfunds TechWealth Management Platforms
CustomPublished price
Addepar Investment Portfolio Management Don't manage your data, activate it | Allfunds Tech Wealth Management Platforms Connecting you to growth | |
|---|---|---|
| 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. | European wealth management distribution platform offering mutual fund distribution for banks. |
| 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… | Custom No public pricing. Allfunds is a B2B WealthTech platform for financial institutions; dealing/execution, data, RegTech and digital tools are contracted per institution based on ass… |
| Pricing model | Custom quote | Custom quote |
| 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 | 2000 |
| Team size | 501-1000 employees | 501-1000 employees |
| Headquarters | Mountain View, CA | Madrid, Spain |