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Addepar vs Yodlee

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AddeparWealth Management Platforms

YodleeFinancial Data Aggregation

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Wealth Management Platforms

Overview

Focus

Wealth Management Platforms

Financial Data Aggregation

Product

Wealth management technology platform providing data aggregation, analytics, and performance reporting for RIAs and family offices.

Envestnet's data aggregation and analytics platform for financial institutions and fintechs with 21,000+ data sources.

Website

Headquarters

Mountain View, California

Berwyn, Pennsylvania

Company size

501-1,000 employees

1,001-5,000 employees

Founded

2009

1999

Pricing details

Source updated

Oct 29, 2026

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