Addepar vs iCapital
AddeparInvestment Portfolio Management
CustomPublished price
iCapitalWealth Management Platforms
Addepar Investment Portfolio Management Don't manage your data, activate it | iCapital Wealth Management Platforms Helping Financial Advisors and Wealth Managers incorporate alternative strategies at scale | |
|---|---|---|
| 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. | Alternative investment platform providing technology for advisors to access private markets products. |
| 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… | iCapital's current public materials do not provide a citable numeric starting price for the commercial offering. Pricing is therefore treated as sales-led or quote-based. |
| Pricing model | Custom quote | Not available |
| 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 | 2013 |
| Team size | 501-1000 employees | 501-1000 employees |
| Headquarters | Mountain View, CA | New York, NY |