Addepar vs Practifi
AddeparInvestment Portfolio Management
CustomPublished price
PractifiWealth Management Platforms
From $80 / seat / moPublished price
Addepar Investment Portfolio Management Don't manage your data, activate it | Practifi Wealth Management Platforms Intelligent CRM for RIAs That Demand More Power | |
|---|---|---|
| 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. | Client engagement platform for wealth management on Salesforce. |
| 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 $80 / seat / mo Three plans (per user/mo, annual commitment, billed annually or quarterly): Basic ~$80, Core ~$96, Pro ~$112 (third-party listings; Practifi's own site directs to sales). Salesfor… |
| 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 | 2013 |
| Team size | 501-1000 employees | 51-200 employees |
| Headquarters | Mountain View, CA | Chicago, IL |