Addepar vs IRESS
AddeparInvestment Portfolio Management
CustomPublished price
IRESSWealth Management Platforms
From $25 / seat / moPublished price
Addepar Investment Portfolio Management Don't manage your data, activate it | IRESS Wealth Management Platforms Powering progress in financial services | |
|---|---|---|
| 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. | Financial technology platform for trading, wealth management, mortgages, and market data. |
| 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… | From $25 / seat / mo Pricing depends on modules and number of users (monthly per-user fee). Iress publishes Xplan Mortgage plans starting from GBP 25/month per user; the core Xplan financial-planning… |
| Pricing model | Custom quote | Per seat |
| 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 | 1993 |
| Team size | 501-1000 employees | 1001-5000 employees |
| Headquarters | Mountain View, CA | Melbourne, Australia |