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Addepar vs Finance Active

Addepar logo
AddeparInvestment Portfolio Management
CustomPublished price
Finance Active logo
Finance ActiveFinancial Risk Management
CustomPublished price
Addepar logo
Addepar
Investment Portfolio Management

Don't manage your data, activate it

Finance Active logo
Finance Active
Financial Risk Management

Debt management and financial risk forecasting

Overview
CategoryInvestment Portfolio ManagementFinancial Risk Management
What it isWealth management technology platform providing data aggregation, analytics, and performance reporting for RIAs and family offices.European SaaS platform for treasury, debt and risk management used by corporates, governments and cooperative groups.
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; enterprise contact-for-quote model. Serves 2,500+ public-sector, 450+ corporate, and 4,000+ financial-institution clients monitoring ~EUR 1.7T in debt.
Pricing modelCustom quoteCustom quote
Free optionsNo free plan · No free trialNo free plan · No free trial
Deal on CubbieNone right nowNone right now
Company
Founded20092000
Team size501-1000 employees201-500 employees
HeadquartersMountain View, CAParis, France

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