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Addepar vs Snowball Analytics

Addepar logo
AddeparInvestment Portfolio Management
CustomPublished price
Snowball Analytics logo
Snowball AnalyticsInvestment Portfolio Management
Starts at USD 9.99/monthPublished price
Addepar logo
Addepar
Investment Portfolio Management

Don't manage your data, activate it

Snowball Analytics logo
Snowball Analytics
Investment Portfolio Management

Your Simple Premier Investment Portfolio Tracker and Dividend Stock Website

Overview
CategoryInvestment Portfolio ManagementInvestment Portfolio Management
What it isWealth management technology platform providing data aggregation, analytics, and performance reporting for RIAs and family offices.Portfolio tracking and analytics platform for retail investors with dividend and performance tracking.
Pricing
Published priceCustom
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…
Starts at USD 9.99/month
Pricing modelCustom quoteTiered plans
Free optionsNo free plan · No free trialFree plan · Free trial
Deal on CubbieNone right nowNone right now
Company
Founded20092018
Team size501-1000 employees11-50 employees
HeadquartersMountain View, CALondon, UK

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