Addepar vs Yodlee
AddeparInvestment Portfolio Management
CustomPublished price
YodleeFinancial Data Aggregation
CustomPublished price
Addepar Investment Portfolio Management Don't manage your data, activate it | Yodlee Financial Data Aggregation Connect Data. Activate Insights. Drive Growth. | |
|---|---|---|
| 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. | Envestnet's data aggregation and analytics platform for financial institutions and fintechs with 21,000+ data sources. |
| 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 public pricing; enterprise quote-based financial-data platform priced by API usage, connected data sources, and account volume. No marketplace or public-contract list price fou… |
| 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 | 1999 |
| Team size | 501-1000 employees | 1001-5000 employees |
| Headquarters | Mountain View, CA | Berwyn, PA |