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Addepar vs Practifi

People

AddeparWealth Management Platforms

PractifiWealth Management Platforms

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Price

Published entry price

$80+per seat / month

Wealth Management Platforms

Annual estimate10 people, entry price

$9,600+

10 people

Offer

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Wealth Management Platforms

Overview

Focus

Wealth Management Platforms

Product

Wealth management technology platform providing data aggregation, analytics, and performance reporting for RIAs and family offices.

Client engagement platform for wealth management on Salesforce.

Website

Headquarters

Mountain View, California

Chicago, Illinois

Company size

501-1,000 employees

51-200 employees

Founded

2009

2013

Pricing details

Plan

Published entry price

Published rate

$80+ / seat / month

Billable seats

Pricing source

Source updated

Oct 29, 2026

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