Addepar

Name: Addepar
Brand: Addepar

Leader

Addepar is a global data and AI platform helping investment professionals turn complexity into clarity.

Est 2009|Valuation $3.3B|Raised $725.1M|39 Ref Customers

LinkedIn 125K|Web traffic 188K|FTEs 1,424|HQ New York, NY

MarketsWealth Management & Portfolio Management Platforms Custodial Aggregation & Alternative Investment Data Management Client Reporting & Wealth Portals Look-Through Exposure

Addepar vs Orion (typical decision factors): - Addepar is commonly evaluated for reporting and aggregation for complex wealth scenarios, particularly alternatives and bespoke reporting. - Orion is frequently chosen for its broader advisor technology stack where accounting, trading, and additional modules are available from one vendor; some pricing and packaging signals are more publicly visible for Orion. Addepar vs Black Diamond (typical decision factors): - Black Diamond is widely adopted for RIA reporting and is noted for portal and integrations. - Addepar may be preferred where alternatives and multi-entity reporting are central requirements. Where competitors may excel: - Vendors with published packaging and clearer pricing may be easier for rapid evaluation and procurement. - Integrated suites can reduce vendor sprawl if an organization wants one vendor for trading, accounting, CRM, and planning, though such suites can limit flexibility.

01Competitive Landscape

Narrative competitive analysis

Addepar vs Orion (typical decision factors):

Addepar is commonly evaluated for reporting and aggregation for complex wealth scenarios, particularly alternatives and bespoke reporting.
Orion is frequently chosen for its broader advisor technology stack where accounting, trading, and additional modules are available from one vendor; some pricing and packaging signals are more publicly visible for Orion.

Addepar vs Black Diamond (typical decision factors):

Black Diamond is widely adopted for RIA reporting and is noted for portal and integrations.
Addepar may be preferred where alternatives and multi-entity reporting are central requirements.

Where competitors may excel:

Vendors with published packaging and clearer pricing may be easier for rapid evaluation and procurement.
Integrated suites can reduce vendor sprawl if an organization wants one vendor for trading, accounting, CRM, and planning, though such suites can limit flexibility.

	Addepar	Orion Advisor Technology	SS&C Black Diamond
Starting Price	Not publicly listed; quote-based	Some published pricing signals for certain stacks; third-party listings cite example starting figures	Commonly described as AUM-based; published numbers vary by source
Best For	Firms with high complexity and extensive alternatives exposure	RIAs seeking a broader advisor technology ecosystem (accounting, trading, modules)	RIAs needing consolidated reporting and an established integration ecosystem
Key Strength	Extensive reporting customization and aggregation across complex assets	Platform breadth (accounting, trading, integrations) and ecosystem approach	Client portal functionality and integration ecosystem
Key Weakness	Reported implementation and integration timelines; opaque pricing; peak-cycle report contention risk	User satisfaction varies by module; platform complexity	May require add-ons or integrations for planning/CRM; implementation effort required