Addepar vs Fundpeak
AddeparInvestment Portfolio Management
CustomPublished price
FundpeakOther
CustomPublished price
Addepar Investment Portfolio Management Don't manage your data, activate it | Fundpeak Other Fund Factsheet Production & Fund Portals | |
|---|---|---|
| Overview | ||
| Category | Investment Portfolio Management | Other |
| What it is | Wealth management technology platform providing data aggregation, analytics, and performance reporting for RIAs and family offices. | Investment reporting and RFP automation for asset managers. |
| 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 Quote-based; no standard public pricing. A one-time client-portal implementation fee around $490 has been cited, but ongoing pricing is individualized. Fundpeak was acquired by Co… |
| Pricing model | Custom quote | Custom quote |
| Free options | No free plan · No free trial | Free plan · Free trial |
| Deal on Cubbie | None right now | None right now |
| Company | ||
| Founded | 2009 | 2014 |
| Team size | 501-1000 employees | 11-50 employees |
| Headquarters | Mountain View, CA | Boston, MA |