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Addepar vs Stream Financial

Addepar logo
AddeparInvestment Portfolio Management
CustomPublished price
Stream Financial logo
Stream FinancialFinancial Data Aggregation
Addepar logo
Addepar
Investment Portfolio Management

Don't manage your data, activate it

Stream Financial logo
Stream Financial
Financial Data Aggregation

The UK's Most Connected Network

Overview
CategoryInvestment Portfolio ManagementFinancial Data Aggregation
What it isWealth management technology platform providing data aggregation, analytics, and performance reporting for RIAs and family offices.Real-time financial data hub platform for enterprise data consolidation and reporting.
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…
Stream Financial does not publish a citable numeric list price. Pricing should be confirmed directly with the vendor.
Pricing modelCustom quoteNot available
Free optionsNo free plan · No free trialNo free plan · No free trial
Deal on CubbieNone right nowNone right now
Company
Founded20092018
Team size501-1000 employees11-50 employees
HeadquartersMountain View, CASydney, Australia

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