Addepar vs Perfios
AddeparInvestment Portfolio Management
CustomPublished price
PerfiosFinancial Data Aggregation
Usage-basedPublished price
Addepar Investment Portfolio Management Don't manage your data, activate it | Perfios Financial Data Aggregation AI Operating System for Banks, NBFCs, Fintech, Insurance | |
|---|---|---|
| Overview | ||
| Category | Investment Portfolio Management | Financial Data Aggregation |
| What it is | Wealth management technology platform providing data aggregation, analytics, and performance reporting for RIAs and family offices. | Indian financial data analytics platform offering credit decisioning and bank statement analysis for lenders across 18 countries. |
| 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… | Usage-based Perfios uses usage/transaction-based pricing (per bank statement analyzed, per credit decision, per onboarding) blended with annual platform fees; enterprise plans are custom. No… |
| 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 | 2008 |
| Team size | 501-1000 employees | 1001-2500 employees |
| Headquarters | Mountain View, CA | Bengaluru, India |