Addepar vs Toggle.ai
AddeparInvestment Portfolio Management
CustomPublished price
Toggle.aiLead Magnet Platforms
CustomPublished price
Addepar Investment Portfolio Management Don't manage your data, activate it | Toggle.ai Lead Magnet Platforms Faster Insights. Better Analysis. Greater Confidence. | |
|---|---|---|
| Overview | ||
| Category | Investment Portfolio Management | Lead Magnet Platforms |
| What it is | Wealth management technology platform providing data aggregation, analytics, and performance reporting for RIAs and family offices. | AI investment research platform that analyzes markets for PMs. |
| 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… | Custom TOGGLE Copilot portfolio dashboard is free; the full TOGGLE Pro / institutional suite is quoted per customer with no published price. NOTE: TOGGLE has rebranded to Reflexivity, an… |
| 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 | 2017 |
| Team size | 501-1000 employees | 51-200 employees |
| Headquarters | Mountain View, CA | New York, NY |