Addepar vs Pathzero
AddeparInvestment Portfolio Management
CustomPublished price
PathzeroInvestment Portfolio Management
CustomPublished price
Addepar Investment Portfolio Management Don't manage your data, activate it | Pathzero Investment Portfolio Management The single source of truth for portfolio climate data | |
|---|---|---|
| Overview | ||
| Category | Investment Portfolio Management | Investment Portfolio Management |
| What it is | Wealth management technology platform providing data aggregation, analytics, and performance reporting for RIAs and family offices. | Portfolio emissions management platform for private market investors tracking financed Scope 3 emissions. |
| 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 No current authoritative numeric price was found on the vendor’s public site. Pricing is treated as custom and buyers should contact Pathzero for a quote based on scope, usage, de… |
| Pricing model | Custom quote | Custom quote |
| 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 | 2019 |
| Team size | 501-1000 employees | 51-200 employees |
| Headquarters | Mountain View, CA | Sydney, Australia |