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Addepar vs Allvue Systems

Addepar logo
AddeparInvestment Portfolio Management
CustomPublished price
Allvue Systems logo
Allvue SystemsInvestment Management Software
CustomPublished price
Addepar logo
Addepar
Investment Portfolio Management

Don't manage your data, activate it

Allvue Systems logo
Allvue Systems
Investment Management Software

AI-powered alternative investment software for the full fund lifecycle

Overview
CategoryInvestment Portfolio ManagementInvestment Management Software
What it isWealth management technology platform providing data aggregation, analytics, and performance reporting for RIAs and family offices.Investment management software for private equity, credit, and alternatives.
Pricing
Published priceCustom
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; quotes are customized by firm size, asset classes, and modules. A packaged 'Private Equity Essentials' bundle exists for GPs with under $1B committed capital, b…
Pricing modelCustom quoteCustom quote
Free optionsNo free plan · No free trialNo free plan · No free trial
Deal on CubbieNone right nowNone right now
Company
Founded20092019
Team size501-1000 employees501-1000 employees
HeadquartersMountain View, CACoral Gables, FL

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