Addepar vs Limina
AddeparInvestment Portfolio Management
CustomPublished price
LiminaInvestment Management Software
From $12,800 / yrPublished price
Addepar Investment Portfolio Management Don't manage your data, activate it | Limina Investment Management Software The modern platform for growing investment managers | |
|---|---|---|
| Overview | ||
| Category | Investment Portfolio Management | Investment Management Software |
| What it is | Wealth management technology platform providing data aggregation, analytics, and performance reporting for RIAs and family offices. | Investment management system with OMS and portfolio tools. |
| 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 $12,800 / yr No public pricing; enterprise investment-management SaaS quoted per firm based on AUM, modules, and complexity. Aimed at firms managing roughly $100M-$30B in assets. |
| Pricing model | Custom quote | Tiered plans |
| 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 | 2014 |
| Team size | 501-1000 employees | 11-50 employees |
| Headquarters | Mountain View, CA | London, UK |