Addepar vs Validis
AddeparInvestment Portfolio Management
CustomPublished price
ValidisFinancial Data Aggregation
CustomPublished price
Addepar Investment Portfolio Management Don't manage your data, activate it | Validis Financial Data Aggregation AI-ready data for audit, lending and advisory | |
|---|---|---|
| Overview | ||
| Category | Investment Portfolio Management | Financial Data Aggregation |
| What it is | Wealth management technology platform providing data aggregation, analytics, and performance reporting for RIAs and family offices. | Data extraction and analytics platform for auditors and lenders pulling financial data from accounting systems. |
| 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 No reliable current numeric price was found on an authoritative public page. Pricing is sales-led or depends on users, modules, deployment scope, or contract terms, so a vendor qu… |
| 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 | 2008 |
| Team size | 501-1000 employees | 51-200 employees |
| Headquarters | Mountain View, CA | London, UK |