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Addepar vs Vermilion Reporting

Addepar logo
AddeparInvestment Portfolio Management
CustomPublished price
Vermilion Reporting logo
Vermilion ReportingFinancial Reporting
CustomPublished price
Addepar logo
Addepar
Investment Portfolio Management

Don't manage your data, activate it

Vermilion Reporting logo
Vermilion Reporting
Financial Reporting

Transform your reporting workflow with FactSet

Overview
CategoryInvestment Portfolio ManagementFinancial Reporting
What it isWealth management technology platform providing data aggregation, analytics, and performance reporting for RIAs and family offices.Investment reporting for asset managers (FactSet).
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…
Custom
Rebranded: vermilionsoftware.com now redirects to FactSet's Client Portfolio Reporting product. Sold as enterprise software with no public pricing.
Pricing modelCustom quoteCustom quote
Free optionsNo free plan · No free trialNo free plan · Free trial
Deal on CubbieNone right nowNone right now
Company
Founded20092003
Team size501-1000 employees51-200 employees
HeadquartersMountain View, CALondon, UK

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